• Analytics & Team Management: Developed strategies for effective data analysis according to business needs and objectives. Trained and led a team of 3 analysts to provide data-driven solutions and oversaw the analytics operations for quality control. • Customer Segmentation Analysis: Initiated and built a re-usable solution to segment target customers and understand the demographic and behavioral profile of each segment by building a k-means clustering pipeline in Python to re-shape business strategies.• Product Analysis: Collaborated cross-functionally with product & strategy teams to define the key measurements of product performance and analyzed from acquisition, penetration, attrition, deepening customer relationship, etc. perspectives to help business understand their current state, identify pain points, and provide actionable solutions.

• Project Management: Co-chaired Quality of Accounts initiative, which predicts accounts 24-month Risk-Adjusted-Revenue based on customer early month behaviors, providing an additional dimension to measure business success. Managed the project efficiently by conducting the analysis across 6 personal banking products in a parallel style.• Built Machine Learning Model Pipeline: Built predictive models for multiple retail banking products including Chequing, Saving, Credit Card, ULOC, Mortgages, and Flexline by generating a scalable machine learning model pipeline of data manipulation, feature engineering, model training, out-of-time validation, and model implementation using PySpark in JupyterLab.• Automation: Implemented a script that allows to automatically evaluate account quality with user-defined parameters.

• Campaign Analysis: Collaborated with the product team to develop data analysis to measure different campaign strategies and provided actionable insights with recommendations on customer engagement and campaign performance.• Data Reporting & Presenting: Created a business performance dashboard with 10+ KPIs (eg. activation rate, revolving balance, etc.) to visualize customer behavior and business trends using SQL and Tableau, saving 70% capacity on ad-hoc requests.• People Development: Led an internal learning series of 18 sessions with above 50 audiences each by collaborating with multiple stakeholders to settle the study topics, find the guest speakers, generate lecture content, and host the sessions.

• Fundamental Analysis: Led a team of two associates to review individual companies and build top-down analysis by screening macro-economics and industrial information on Bloomberg terminal and Google Finance etc. and analyzing company 10-K reports.• Stock Valuation: Valued target companies’ stock prices using various valuation methods such as Discounted Cash Flow including multi-stage dividend/free cash flow growth model and relative approach including P/E ratio and PEG ratio.• Pitch Competition: 3rd place in a stock pitch competition among 12 teams from multiple universities by pitching Canada Goose whose stock price increased over 90% within three months.

• Attended the preparation work for trainings such as collecting cases, studying regulations, making PPt• Tracked and assessed regulatory opinions and requirements of the authorities and wrote reports• Summarized and translated the legal regulations about anti-money laundering in China• Helped review and update the work process and system of the compliance department• Reviewed marketing & sales materials of the business department