• Calculated the Rolling Sharpe ratio, and implemented methods for asset valuation to analysis expected shortfall through rebalancing models to develop recommendations for buying, selling, or holding• Supported the R&D team in developing and applying proprietary predicted models for a stock pitch contest

Relevant Course: Business Finance, New Venture Finance, Experiments in Firms, Customer Analytics, Econometrics, Macroeconomics, Advanced Accounting, Auditing, Engineering Computation, Advanced Data Structures, Data Struct & Object-Oriented Design, Software Tools & Techniques Lab

• Conducted quantitative and qualitative analysis by utilizing multiple financial data platforms to deconstruct historic performance on investment funds within the equities, fixed income, and alternative spaces• Supported portfolio managers in formulating investment strategies and macroeconomic research by analyzing market trends, financial statements, and economic indicators

• Designed and executed diverse promotional strategies, including offline college career fairs and online influencer campaigns; resulted in a 30% increase in page views, and a 20% rise in sales growth quarter-over-quarter• Conducted in-depth market research using regression analysis, factor analysis, and cluster analysis, to dissect qualitative and quantitative data. Utilized Python and R for data manipulation and analysis, handling 10k+ data points• Employed Tableau and Excel to visualize complex datasets into marketing reports, enabling managements to grasp key insights swiftly. Contributing to our campaign's overall effectiveness

• Surpassed quarterly sales targets by 20%+ successively for 3 months, due to an adept understanding of client needs and a deep knowledge of the product portfolio; recognized as the Top Sales Performer in Summer 2018• Capitalized on the peak wedding season and boosting sales by planning and managing two 8-hr wedding expo events in Marriott Hotel and Ritz Carlton; a robust 40%+ increase during the summer session• Conceptualized sales proposal by MS Office tools, handled the negotiation and finalization of sales contracts