Luyang Fan Email & Phone Number

Sacramento, California, United States

Roseville, California, United States

• Conducted fundamental research and in-depth analysis on different sectors by using different tools and financial ratios including; debt-to-equity ratio, interest coverage ratio, P/E ratio, P/S ratio, DuPont equation
• Utilized derivative overlay tool (options) for risk management and applying delta hedging, collar strategy, strangle, call/put spread for my personal portfolio
• Ran historical scenario stress test for my strategy during to backtest how does it fit the market and gathering useful summary statistics, e.g. maximum drawdown, mark-to-market impact and volatility

Roseville, California, United States

• Analyzed clients’ personal multi-asset financial portfolios and offered comprehensive financial planning services, including taxation optimization, investment advice, retirement planning, education funds, savings, and.
• Educated clients on the Company’s portfolio instruments and applications and underlying models and methodologies; Presented at workshops, seminars, and webinars regarding economic outlook, market trends, and investment.
• Prepared a variety of fund reports for clients, including cash forecasts, Net Assets Values (NAVs), yields,distributions, reconciliation, and other fund accounting output; Kept the client informed of the Company’s.
• Collaborated closely with sales to seek out up-selling opportunities to increase client usage and identify new clients; Actively engaged the client to foster deeper relationships across all levels of the client suite.

Roseville, California, United States

• Expertise in alpha research, portfolio construction, optimization, risk management, trade execution, and portfolio management; Managed a portfolio of interest rates, credit, and equity instruments in accordance with.
• Implemented and managed trading strategies for option portfolios, including spread, straddle, strangle, collar, butterfly, and condor; Assisted in risk analysis and measurement for derivative portfolios using.
• Closely followed global markets & macro; Conducted quantitative and qualitative analysis to assess opportunities and critical risks for various hedge fund strategies over time to help inform portfolio management.
• Analyzed macro-economic environment by tracking fiscal policies, monetary policies, and Federal Reserve Minute; Utilized market data, e.g. interest rate, employment data, CPI, and PPI, to analyze the optimal investment.

• Completed a variety of research tasks and published daily content by focusing on technical analysis using MACD (Golden Cross & Death Cross indicator), RSI, Bolling band, SMA, Elliott Wave
• Conducted market research through analysis of micro/macro-economic factors, new trends, and investment opportunities; Provided investment idea and recommendations based on clients’ risk tolerance and financial goals

Improved equipment maintenance and safety standard. Executed company policies, procedures. Maintain restaurant hygiene with high quality and qualified the requirement of Ottawa Public Health. Managed the work of 12 employees. Reduction in complaints filed with management and increase in crew satisfaction Offered strong customer service skills, keeping.