• Extract data, clean data, analyze data through Python, process raw data, derive data using algorithms, and generate data analysis reports.• Develop quantitative strategies and develop quantitative models using financial data from the company's database• Generate customer profiles, sales opportunities, and other related data analysis through sales data, and combine understanding of the database to develop optimization plans/provide new strategic directions for the entire department.• Based on relevant data of competitors, regularly complete competitor analysis reports to enable the company to fully understand the advantages and disadvantages of competitors in the market, and enable product managers to have a deep understanding of the company's own data. Provide quantitative goals for the company's future development.Project - Private Equity Market Blue Book:Cause:For the lack of a fair monthly report on the entire private equity market, the Zhaoyangyongxu Research Institute is composed of data analysis to regularly generate private equity market analysis reports.After:1. Divide the report into four categories (private equity market analysis, interpretation of private equity firm size and performance, interpretation of excellent products, and analysis of major private equity firm trading behavior)2. By splitting modules, assigning them to team members, and then consolidating them uniformly. Generate reusable code packages to improve monthly report completion time.Result:The private equity market blue book has received full recognition from the market and unanimous praise from customers. Not only has it increased the visibility of Zhaoyangyongxu in institutions and investors, but it has also increased customer viscosity with Zhaoyangyongxu and also enhanced its brand influence.

• Participated in projects to research the demands of markets, build data models and algorithm to evaluate the value of finance data• Help team to maintain the database by using SQL• Lay down the production objectives and provide digital information to customers• Promote the implementation and development of production line of financial data

• Assisted to complete due diligence on the funds for private banking reports by comparing the selection philosophy, fund performance factors (Sortino ratio, Alpha, VaR) etc. from factsheets,prospectus and other reliable online information• Assisted to help CCB launch their new fund system by testing the system whether is stationary.

Relationship Manager (Sep 2017-June 2019)• Participated in daily global market analysis• Established and deepened the relationship of customers; As a result, the number of customers increased 20%• Addressed customer’s need through succinct and clear explanation about the products and markets (Mutual fund, Bond, structure notes, insurance, annuities)• Averaged returns of 14% for the customer’s portfolio from 2018 to 2019Service Banker (Oct 2015-Sep 2017) • Guided the customer to the right corresponding areas for business, and assisted customers to fill in the documents• Arranged the customers’ gifts for the whole branch, zero mistake.• Maintained daily lobby order, answered customers’ question and improved the satisfaction of customers• Recommended the corresponding financial products to customers under the basis of good service• Collected and arranged daily data for the branch manager on a timely basis• Reviewed and reconciled the daily sales materials, and submitted to the operation department