- Specialized in portfolio analytical products including Brinson Attribution, Fixed income Attribution, Multi-asset Factor Risk models, Portfolio Optimizers and Index Composition targeting mid to top tier global asset managers- Covered key buy-side accounts including a top tier insurance asset manager and sovereign wealth fund in APAC via technical account management, supporting production escalation, and providing consultation on workflow of portfolio construction, optimization, analytics and reporting - Collaborated with sales team to contribute revenue by identifying business leads in Greater China, designing product solution, conducting Proof-of-Concept project, and engaging in implementation stage- Provided in-depth trainings and conducted seminars series on the topic of portfolio management and quantitative models for both internal employee and external enterprise clients in APAC

- Specialized in equity, derivatives, research management and API products available in Bloomberg terminal solution- Transformed client’s equity research and quantitative analysis workflow into Bloomberg terminal solution by providing client trainings and handling real-time inquiries- Promoted as Equity Global Content Manager in APAC to liaison with AMER Product Managers on equity workflow promotion and channeling client feedback for product development- Researched and published equity market articles in collaboration with Bloomberg news and data team - Supported the sales force with product demos and Proof-of-Concept projects to new business prospects- Interviewed, trained, and coached team members as deputy team leader of Shanghai analytics department - Oversaw summer internship program in China across timeline planning, resource coordination and final evaluation