Simon He Email and Phone Number

Assist the department in daily affairs, attend meetings and complete more than 20 meeting notes, use wind excel plug-in to organize hundreds of fund product information, produce two research report PPTs, and complete several needs for daily data collation and analysis.Participate in the research work of bank investment consultants, collect and sort out the development process of the investment advisory industry for the department, and give suggestions based on actual cases in the United States; participate in the special analysis of "Characteristics of Funds of Various Types of Participants in the Equity Market", and synthesize market data from previous years. Forecasts of various capital additions in the equity market in the second half of 2023.