Wanqing Jiang Email & Phone Number

Beijing

· ESG Data and Exposure Analysis: Incorporated ESG data (ESG attributes of securities) from Morningstar Sustainalytics into internal data platform. Calculated composite ESG risk metrics for portfolios (10000+) to measure the ESG risk levels of portfolio holdings and created visualizations to identify ESG risks. Finished 15 features in 6 months, including delivery of the ESG feature. Onboarded 4 beta clients and signed a 5 year commitment with 1 beta client.· Admin console of Data Platform: Following the road map of data platform, built the admin console from 0-1. Collected user scenarios and requirements and wrote product requirement document. Coordinated production implementation with UX team, development team and quality team and performed usability tests.· Project Management: Worked as the scrum master of the scrum team and clarified priorities according to the estimation from the scrum team. Broke large initiatives into small deliverable epics to support milestones and team objectives and managed feature scope and risks to ensure delivery. Delivered the first version of admin console in 4 months (including 5 features, 5 screens, 10 epics, and 4 visualizations) and performed weekly delivery in following versions. Delivered 30+ epics of 2 projects in total.

Beijing, China

Designed test plan and tested trading and portfolio management features of a cloud-based portfolio management product (including risk score features of securities and portfolios). Detected bugs that could cause data distortion under specific user scenarios that was neglected by product managers and ensured coverage of various user scenarios and workflows (created 200 test cases for 30 features).

Beijing, China

• Data Analysis: Developed quantitative indicators with unstructured datasets according to fund manager’s needs, including percentage of stock positions indicators and valuation indicators of industry and market indices; maintained actionable data and updated indicators on timely basis; generated weekly quantitative indicator reports on interested companies and stock indices• Equity Research: Conducted in-depth fundamental research of investment opportunities and wrote company/industry research reports, including consumption industry and new energy industry; implemented relative valuation models, P/E models and DCF models to help make investment decisions• Quantitative Modeling: Built linear regression models and neural network models with fundamental analysis data to predict stock returns with python and recommended potential opportunities to fund managers according to model results; 70% of recommended companies performed better than benchmarks

Shanghai City, China

• Conducted credit research of the bonds and provided investment recommendations to a wealth manager• Generated internal weekly macroeconomics indicators report on China’s economy• Assisted fix income traders with daily portfolio transactions

Beijing City, China

• Analyzed Lianfa Group Co., Ltd’s financial statements and validated the fundamental ratios• Reviewed and summarized Chinese bonds’ legal policy and corporate bonds issuance documents• Enhanced knowledge about bond markets, such as, types, issuance, maturity, structure, pricing, andvaluation

Beijing City, China

• Investigated the credit rating, risk and background information of corporative enterprises• Conducted business feasibility analysis and estimated the default risk of each line of businesses• Researched, compared and compiled the industry and business background for client

Master Of Science In Financial Engineering, Financial Engineering

Bachelor Of Science - Bs, Economics/Mathematics; Digital Studio