Robert Luo Email & Phone Number

New York, United States

• Developed and documented an index fund mapping regression analytical model, to streamline and enhance clients’ portfolio management by maintaining similar net asset value returns, contributing to 10+ index fund.
• Integrated clients' financial data to perform portfolio-level analysis using multiple accounting metrics, resulting in comprehensive reports with visualizations.
• Collaborated with senior manager to develop a martingale test tool, ensuring stochastic interest rates and asset returns data comply with Deloitte’s Economic Scenario Generator (XSG) model requirements.
• Conducted client's net returns projections on equity and fixed-income funds using financial models, calibration and stochastic scenarios from XSG model, ensuring the projected returns accurately reflect real-world.

Shenzhen, Guangdong, China

• Web scraped financial data and credit history from 25 publicly listed companies, standardized and integrated the data into the bank's database, for enhancing risk assessment capabilities.
• Collaborated with corporate banking team in producing comprehensive credit risk reports, resulting in well-informed loan decisions for both new and existing corporate clients.
• Executed issuance of 3 performance guarantees, tracing contracts compliance and performance in collaboration with Credit/Lending and Legal departments, resulting in $13.8M premium for the bank.

Undergraduate, Finance Analysis And Risk Management, Statistics Double Degree

Exchange, Risk Management Science

Bridging Course, English, Mathematics, Physics, Computer Science