- ESG and Price Data Pipeline: Utilized Python (Pandas, Numpy) to retrieve historical prices of S&P 500 stocks and MSCI ESG data from Bloomberg and Yahoo Finance. Addressed issues with missing and extreme values, and built a data pipeline to convert ESG ratings into numeric scores for further analysis.- ESG Portfolio Backtesting: Employed mean-variance optimization to construct ESG-focused investment portfolios and developed efficient frontiers for varying levels of portfolio ESG scores… Show more - ESG and Price Data Pipeline: Utilized Python (Pandas, Numpy) to retrieve historical prices of S&P 500 stocks and MSCI ESG data from Bloomberg and Yahoo Finance. Addressed issues with missing and extreme values, and built a data pipeline to convert ESG ratings into numeric scores for further analysis.- ESG Portfolio Backtesting: Employed mean-variance optimization to construct ESG-focused investment portfolios and developed efficient frontiers for varying levels of portfolio ESG scores. Identified the optimal portfolio based on specific ESG targets and risk constraints. Developed and executed backtests to analyze the portfolio's cumulative and daily returns over the past decade.- LLM-based Interface: Trained large language models using Prompt Engineering techniques. Integrated with Generative AI APIs to analyze responses from customers to 26 questions, transforming their feedback into quantifiable ESG and risk scores. Created detailed investor profiles from this data and generated tailored investment recommendations. Show less

- Primary Bond Tendering and Bidding:  Updated issuance details and underwriting requirements for local bonds and CDB bonds. Used Wind and Quebee to estimate primary and secondary market yield spreads for bidding reference, and verified bidding system elements to ensure smooth bidding. Compiled bidding results and assisted traders in completing payments post-issuance.- Secondary Bond Trading: Screened 100+ credit bonds daily for trading references based on credit ratings, counterparty… Show more - Primary Bond Tendering and Bidding:  Updated issuance details and underwriting requirements for local bonds and CDB bonds. Used Wind and Quebee to estimate primary and secondary market yield spreads for bidding reference, and verified bidding system elements to ensure smooth bidding. Compiled bidding results and assisted traders in completing payments post-issuance.- Secondary Bond Trading: Screened 100+ credit bonds daily for trading references based on credit ratings, counterparty internal ratings, issuance time, and other factors. Calculated trading deviations relative to CDB/CCDC valuation and controlled them within 2%.- Primary Market Bond Subscription: Supported sales and trading teams and prepared 600+ subscription materials. Organized book-building information, confirmed lead managers and elements for funding control，and monitored approval processes. Show less

- Management Fee Accrual: Created a new Excel sheet to calculate management fees based on the partner structure, fee rates, and accrual base outlined in the fund agreements for 29 funds. Accrued actual fees by date to ensure costs were recorded accurately, improving revenue management efficiency by 30%. - Post-investment Report: Collected annual reports, quarterly financial data, and recent news of invested projects to analyze their financial status, business model, products, and services… Show more - Management Fee Accrual: Created a new Excel sheet to calculate management fees based on the partner structure, fee rates, and accrual base outlined in the fund agreements for 29 funds. Accrued actual fees by date to ensure costs were recorded accurately, improving revenue management efficiency by 30%. - Post-investment Report: Collected annual reports, quarterly financial data, and recent news of invested projects to analyze their financial status, business model, products, and services. Assisted in completing post-investment reports for 5 projects.- Fund Return Evaluation Model: Constructed an Excel spreadsheet based on the investment return assumptions of projects invested by the fund. Made financial adjustments, valuation, and adjustments for IPO/financing rounds to the expected IRR for pre-investment analysis and post-investment management reference. Show less

- Coded and categorized 400 accounts to conform to China's accounting standards and SPIC's business needs;- Improved financial accounting rules for ERP system, boosting efficiency of financial data management by 90%;