Wei Meng Email and Phone Number

• Assist Relationship Manager to deal with client's commercial banking • Conduct research and formulate investment products according to client's situation• Communicate with Global Relations Manager in the Americas to discover prospect clients

• Utilize Matlab and R language to optimize portfolio and make suggestion about trading strategy and formulate, scrape, implement striped R and Matlab code to automate the process of downloading, extracting and filtering financial data from disparate sources (internal and external)• Develop, test and apply new factors (e.g. Sharpe Ratio/PE ratio) for asset allocation and trading strategy• Formulate the standardization of strategy back testing (1yr and 3yr), sector analysis (focus on A.I industry) on different investment strategies with live portfolios

• Contacted customers, summarized customers’ registration and tax filing situation, and completed tax reports • Checked the monthly salary scale, expenditure table and completed profit statement • Ordered and summarized financial statements for whole fiscal year of 2016, and negotiated with external auditors to prepare for fiscal audit.

• Arranged for data of non-public issues and made initial inspection of case reports • Assisted in process of merger cases and investigated historical data of relative companies • Managed a group of 3 trainees to calculate and checked financial report forms of cooperation companies • Completed a 70 pages report about an ongoing merger case with group members

• Gathered and arranged third market data every day, and reported periodic summary about financial market • Checked customers’ credit level in Caida Securities company’s inner system every week and gave feedback of different departments to fund manager • Assisted fund manager in cooperating with banks and recorded details of negotiation