Jingyi He Email & Phone Number

Vancouver, British Columbia, Canada

• Helped clients complete transactions, and resolve banking problems.
• Educated clients on digital ways to do banking, such as online baking, mobile banking, and ATMs.
• Identified the opportunities to fulfill client financial needs, and referred them to the partners.
• Managed risk while completing the transactions.
• Helped clients send wire transfers.

NJ

• Generated daily trading reports by using Excel VBA and macros.
• Analyzed the weekly reports by using Excel pivot tables.
• Generated the monthly reports by using PowerPoint and presented them to clients.
• Checked financial data quality monthly and maintained data system with Python.
• Conducted feature engineering for the predictive model.
• Worked closely with internal clients to determine product requirements.

United States

• Developed a GUI by using OpenGL (based on C++) independently and enabled users to draw a smoothable and adjustable graph by dragging and clicking the mouse.
• Visualized the build-in functional keys to eliminate the overuse of the keyboard and improve user experience.

Grading for Stat 285:05 for undergraduate students.

Liverpool, United Kingdom

• Collected crop yields related data including temperature, rainfall, density of CO2 and other 6 factors to help analyze the harvest.
• Constructed regression models on large data set for calculating the insurance price of each crop which based on the harvest loss and current crop price.
• Performed Principal Component Analysis (PCA) to deal with Multicollinearity.

Liverpool, United Kingdom

• Identified main factors and weightings that influence university rankings and retrieve data from the Times and The Sunday Times Good University Guides (TSTGUGU).
• Implemented the Markov Chain Monte Carlo to predict future ranking changes in each main factor, conducted the linear combination to get the overall ranking changes and evaluated the rankings using Value at Risk.

Liverpool, United Kingdom

• Evaluated over 100 crowdfunding and P2P platforms in Britain to evaluate investment opportunities.
• Prepared and presented crowdfunding and P2P lending introduction for 30 people to broaden their understanding of emerging financing methods.

Hangzhou, Zhejiang, China

• Worked with business clients to establish banking services; activated 100 bank cards for employees.
• Evaluated retail customers’ credit history of the different asset classes to determine their credit risk for loan applications.

Master Of Science - Ms, Financial Statistics & Risk Management, 3.75

Activities and Societies: Bloomberg Market Concepts CertificationResearch experience: § Loan Approval Prediction Based on Classification.

Bachelor Of Science With Honors, Mathematics With Finance, 3.60

Activities and Societies: Financial Mathematics Learning Assistant, Attend 2016 International Festival for Business (IFB) in Liverpool.

Bachelor Of Economics With Honors, Financial Mathematics, 3.60

Activities and Societies: Head of Division, Association Union Finance Division (XJTLU)Research experience: Chinese Consumer Preference for.