•Gained expertise on Charles River Investment Management System (CRIMS), a sophisticated software used by portfolio managers for investment management solutions •Performed business analysis and rigorous testing on all portfolio manager actions of the software using different workflows to find any issues before release

•Worked on a project with University of Michigan Transportation Research Institute•Utilized professional engineering design process to design statistical models of the human skull/ scalp, providing a valuable, validated modeling tool for automotive and biomechanical safety clients•Used Matlab to develop parametric statistical models for skull/ scalp, performing testing and validation methodology•Presented frequent technical design updates and engaged with professional researchers to drive systematic progress

•Coordinated Chinese cultural events including Cultural Festival and Mid-Autumn Festival Gala that ranges from 100 to 200 attendance; coordinated annual blind dating show in U of M 'If You Are the One' which involves over 400 attendees•Managed budgets and consulted with sponsors to ensure the financial support for events

•Performed market discovery research for startups and established companies in the areas of energy and education to help discover new products and explore new opportunities for clients in their target market•Designed survey questionnaires, conducted interview result analysis and evaluated the market and competitive landscape for clients to offer enough information they need to make the right business decisions•Worked closely with multiple clients simultaneously to identify needs and goals

•Attended 4th Annual Case Competition;•Teamed with 3 PhD students to develop business market-entry strategies for a simulation software; •Analyses delivered in 10 days: delivering survey questionnaire, interview results analysis, revenue and cost breakdown, customer segments, distribution channels, competitive benchmarking, marketing strategies, long-term/short-term execution and sustainable operation advice;•Took 4th place out of 25 as finalist

•Investigated and analyzed company announcements to determine and visualize keywords to help build RoboR Research Platform which uses machine learning programming to extract important information from company announcements •Consulted with the customers about certain machine-learning products•Conducted product query testing; recorded its correct rate and recall rate and consulted with supervisor and make suggestions to improve low rates •Directed an outsourcing team of six with data annotation; evaluated the teams’ working effect and kept the product manager informed

•Collected data from UNWTO, WTTC, CNTA and other sources concerning tourism in Hong Kong and tourism development trends worldwide; completed the eventual analysis reports •Contributed to Annual Report of China Inbound Tourism Development published in Tourism Education Press in June 2016

•Researched auto industry companies to contribute to analysis report•Updated company valuation models by compiling data sheets from various resources for further research•Attended and took minutes for conference calls with clients and auto companies; relayed key points to Chief Analyst•Wrote daily and weekly automobile market updates; summarized news and data from various sources to study recent market movements, trends, and outlooks

•Retrieved and organized data from statements of listed banks concerning loan data, held-to-maturity investments and receivable investments; assisted fund manager with formulating quantitative strategies •Used MATLAB to derive fundamental data of over 3,000 stocks in Shanghai and Shenzhen stock markets

•Managed basic business and online procedures, like opening or cancelling accounts and arranging public accounts data•Offered solutions to related business issues; learnt service satisfaction from clients via phones to keep good relations•Formulated the fundamental department rules and regulations; wrote down meeting minutes and completed activities summaries, such as Blue Sky Activity, Anti-Money Laundering Campaign, European Cup Activity, etc.

•Transcribed significant forms, including balance sheets and cash flow statements•Engaged in audit project of Xishan Coal Electricity Group to audit accounting statements

•Created wealth management plans based on clients’ financial condition and risk aversion; hedged against the potential risks with insurance and other financial instruments

•Carried out statistical data analyses of stock market in wealth management & investment market analysis project•Spearheaded a team of 6 members to increase asset value by over nine folds in Simulating Asset Allocation Investment Game and won the second prize among eight groups•Proposed constructive suggestions to investment market timing in Hedge Portfolio and Market Timing Model Contest