• Utilized over 100 million of mortgage data using SQL queries and digging detailed request with different filters for clients' daily ad-hoc requests.• Conducting research and providing information for clients on option trade, apply fixed income and prepayment behaviors score models to analyze the best daily loans for the clients achieved 10% or higher annualized return. • Frequently update MBS execution strategies and critical real-time trading with clients. Generate clients’ prepayment reports and analyze market performance.• Perform deep-dive analysis on daily issued loans with creation of dashboards to visualize overall market performance and forecasting key trend on prices.

• Worked with multiple public traded Companies on mortgage agreement. • Prepared memos on financial statement analysis and articulation between financial statements. • Providing due diligence assistance for the management and participated in engagement with clients. • Reviewed targeted companies’ financial statements and analyzed corresponding industry information. • Personal made a 15 million RMB mortgage deal for a manufacturing companies; and managed to get a three- month 100 million RMB saving from a public traded company.

• Examined the in-process IPO Company’s financial statements and board reports. • Facilitate month-end and quarter-end closing, GL & bank reconciliation. • prepare various investment reports and perform monthly investment analysis.