On-site consulting project for a leading Chinese investment bank• Led the onshore and offshore Fund Transfer Pricing (FTP) model development to reflect firm’s historical funding costs, refreshed market environment, and other management overlays; defined market benchmarks and collected market data required for the model• Expanded the onshore Financial Resource Management (FRM) charging/performance models, and ran seven monthly trials based on historical data to validate the models• Documented detailed notes from client interviews and workshops, actively participated in brainstorming sessions on methodology decisions and how to communicate with clients based on feedback collected• Designed overall FRM implementation roadmap

Teaching Assistant in various courses such as:• Financial Risk Management (English)• Corporate Finance (Chinese)• Financial Markets and Institutions (Chinese)• Statistics (English)

Product development of mutual fund and money market fund• Compiled and sent out daily newsflash about onshore and offshore fund industry; and hosted daily departmental meetings and discussions on fund market changes• Ran quantitative backtesting on designed fund products; conducted the fund contract delivery and CSRC hardcopy application process of two newly designed funds (initial AUM: 000604/000605 with 3BN RMB, 000904 with 0.5 BN RMB) and two specialized products on segregated accounts• Performed primary research and developed reports on “Fee Structure of Money Market Fund” and “Fund of Funds”

Dealing with international affairs and assisting Special Member Department and Research Department• Compiled and sent out daily news summary about oversea fund industry; provided Chinese-English translation for AMAC’s public reports• Wrote and compiled the AMAC’s proposal to CSRC on the reform of China’s regulatory regimes of asset management industry; provided remote research support on oversea regulatory regimes of asset management businesses during AMAC’s foreign visits to AIMA, FSA, EFAMA and SEC• Verified and certificated new applicants (private funds) for AMAC membership

Off-site consulting projects• Led research on China’s policies of the iron-ore business and port transportation for a Brazilian mining firm• Prepared and distributed biweekly newsletters on China’s economic policies and market changes for a Canadian asset management firm