Wenrui Liu Email & Phone Number

Washington, DC, US

Vienna, Virginia, United States

Washington DC-Baltimore Area

• Build upon predictive analytic capabilities to enhance the delivery of business reports and applications
• Support the integration and contribute to modification of data and statistical models or algorithms
• Design data visualizations, technical documentation, and non-technical presentation materials

Maryland, United States

• Reconcile mortgage and property transactions with brokers, attorneys, settlement agents and borrowers
• Automate underwriting process based on Fannie Mae and Freddie Mac selling guides
• Help build and design internal operation system for mortgage loan processing and underwriting purposes
• Interest rate market analysis
• Mortgage loan origination

Silver Spring, Maryland, US

• Analyzed the performance of securities(most of which are mutual funds) and model portfolios as assigned
• Researched methodologies and algorithms of ESG ratings and applying them to the analysis of securities and portfolios
• Managed clients data files, preparing quarterly reports for clients to review
• Engaged in the marketing analysis of client demographic and geographical distribution
• Worked with third-party service providers to validate and reconcile their data processing methodologies and calculations

Washington D.C. Metro Area

• Conducted complete stock research and valuation reports using top-down analysis with models like DCF, RI, relative valuation, etc
• Analyzed available ADRs (American Deposit Receipt) issued by corporations in countries or areas outside the US

Washington D.C. Metro Area

• Engaged in group research of potential impacts caused by LIBOR replacement, which is going to happen at the end of 2021
• Modeled volatility and price trends of LIBOR and SOFR using rolling window, ARIMA, GARCH, etc
• Analyzed possible political deals and preferences of investors in the future
• Compared current fixed income securities underlying by SOFR and LIBOR

Beijing City, China

• Analyzed the trend of stock and derivative markets, gave recommendations to clients after group review and discussion.
• Managed stock accounts and future accounts for five millions RMB in total based on strategies and a portion of discretion.
• Collaborated with a group of salesman contained about 30 people to fulfill better communications with clients.
• Conducted interviews with potential clients to help them identify their risk tolerance and suitable portfolio.
• Executed team training that related to basic knowledge of economy and news reports’ obtaining for sales department.

Beijing City, China

• Designed and implemented program for a Portable pedometer through Microduino.
• Assembled and tested hardware, debugged and optimized codes.
• Drew an advertising plan within a group and prepared for presentation.

Quantitative Finance (Stem), 4.0

• Core courses: Financial Programming, Financial Econometric, Fixed Income Analysis & Derivatives, Applied Equity Valuation, Quantitative.

Bachelor'S Degree, Telecommunications Engineering

Activities and Societies: ·Student unions, Student society ·Campus debate competition ·Model United Nations(MUN)• Joint program with Queen.

Bachelor'S Degree, Telecommunication Engineering With Management(Computer Science Track)

Joint program with BUPT.