Junpeng Li Email and Phone Number

• Analyzed the differences between Huatai Zhangle Global and other competing apps in placing trades on US stocks and US stock options. • Conducted research on the addition of Greeks in US stock options and built models on Python for pricing American options and Greeks calculations involved. • Investigated the combination of US stock options and their corresponding calculation of margins. Optimized the various functional and trading sections of US stock options in Zhangle Global to increase user orders and improve the user experience.

• Prepared and wrote comprehensive macro research on the trends of certain financial fields such as US Treasury bonds, the US credit cycle and the Japanese stock market for the second half of the year based on available fundamental indicators and delivered to the fixed-income portfolio manager. Additionally, wrote an equity research report on a construction material company called Oriental YuHong.• Optimized the asset management and investment research process by employing ChatGPT technology.• Collaborated with the product department to research on the latest products and the equity structure of related companies.

• Collected and analysed information on products disclosed by more than 4000 PE firms; selected products with high demand based on the analysis.• Promoted high-demand products (snowball options or securities) and marketed them to all the non-discovered clients from simuwang.com. • Successfully attracted 10 companies (i.e.ProbQuant, Guoenziben&CongRong Fund) to develop a long-term partnership.• Attended online training on financial products and presented study notes to the manager.

• Assisted a project that involved using dialogue data to create intelligent customer service to help with employee training on customer communication. • Cleansed dialogue data by eliminating wrong raw data; labelled and packed into data frame and plotted into various graphs to investigate their relationship. • Edited the data to easily fit into the models and then transferred them to the machine learning team. • Used flow charts to simplify the structure of the programs and the product.