• Set up back testing code to visualize Shiller PE country allocation strategy outcomes over 30 countries• Developed programs to compare FX market rate with MS equity swap rates, and automate reconciliation of trading records files• Created a prototype for the backend of a music chatbot app and hosted it on cloud

• Wrote a quarterly market summary covering the key events and data and how the market performed; prepare outlooks for Equity, FX, Sector, and different investment themes• Prepared stock pitching for top 5 equities in 2024• Optimized portfolio; calculated expected return; quantified portfolio risk using covariance matrix; measured risk-adjusted return

• Aided in training 20 sales managers by assessing their proficiency in insurance concepts; prepared an Excel report for the supervisor’s review• Documented the event and shadowed department manager in a knowledge-sharing session with the medical staff on financial products at TongJi Hospital• Attended training session with colleagues about presentation and selling skills; recorded key points for improving performance