Yanjun Chen Email & Phone Number

Boston, Massachusetts, Us

Managed the population of mutual funds, performed due diligence and data acquisition, created weekly datasets and statement using Excel and Access to assure timely and accurate reportingManaged and monitored risk factors in a corporate-wide risk team from the custodian side, closely cooperated and communicated with client service teams to ensure that segregation of duties exist between relevant stakeholdersMade IT product functions requirement for new data management platform (ERP) and performed product-use testingMaintained databases with attention to detail, conducted data analysis and visualization through Excel, SQL, PowerPoint and ESP, provided insight on data trends and anomalies, made recommendations to improve performanceDeveloped monthly risk and performance metrics with project manager, created reports and dashboards through Pivot Tables and Tableau to report to senior management team showing risk factors with tables and charts.

Researched and collected data for more than 2000 ETF funds in US and compared with funds in other ETF marketsCreated charts through Excel and wrote reports to analyze specific topics assigned relating to Mutual Funds & ETF Products, reported to project manager using Power BI providing business insightsProvided training sessions to investors through PowerPoint and explained accounting and finance concepts

Boston, Massachusetts, Us

Project management: led a team of 5, researched how machine learning process can detect investor sentimentAssigned tasks and constructed appropriate datasets from weekly investment reports through Python and MySQLBusiness Analysis: Created algorithm and built models to test the performance of machine learning and compared the accuracy of different lexicons, provided business and investment recommendations, significantly improved machine’s efficiency of giving insights and making decisions

Analyzed liquid assets, interest earned on securities, mortgages and fixed capital of 50 clients to design tax statementsPerformed post campaign analysis of US$3 million marketing program with team of four business analysts; drove business strategy for credit card, mortgage, mutual fund, and equity products

Research on Influence of Rural Industrial Chain Finance on Farmers’ Income Based on Case of Huanggang DistrictUsed Internet and other social network to collect the data on multiple independent variables and improve the efficiency of data acquisitionBuilt econometric model to verify regularity, causality and correlation, made comprehensive analysis and developed graduation thesis, which was selected as a top thesis in the school (top 3%

Collaborated with managers in credit department to investigate companies that needed loans from the bank, organized loan application materials, and provided suggestions during application review processManaged and created offline and online content related to product releases, launches and promotionsSupervised bank opening and closing hours, and collected and recorded customer complaints and feedback

Master, Financial Mathematics

Bachelor'S Degree, Economics