Ye(Ariel) Xie Email & Phone Number

Greater Boston Area

• Lead digital projects such as website development and Salesforce configuration to optimize digital marketing strategy
• Design and develop websites for Non-Profit Organizations (NPOs), managing all phases from the UX, visual design, content, testing, SEO setup through to deployment
• Provide marketing campaign analysis through Google Analytics/Bing Webmaster to assess KPIs such as page views, click-through rate, conversion rate, etc
• Apply ETL to convert 50,000+ rows of unstructured donor data into the desired format using R including treatments on missing data, outliers and unformatted
• Migrate datasets from Excel to Salesforce to streamline business operations by generating custom reports and simplifying donor management process
• Conducted daily scrum meetings with development teams to update project progress and conducted weekly meetings with clients for business requirements gathering, progress updates and training purpose

• Constructed mutual fund portfolios in accordance with investment objectives and parameters defined by clients
• Evaluated portfolio performance by conducting research and analysis
• Assessed performance of AXA's target date funds to provide weekly analytical reports to senior leadership
• Maintained information database on prospective clients to identify new revenue opportunities

Guangzhou, Guangdong, China

• Maintained SQL scripts and extracted, processed the regional sales and inventory data from multiple data sources to update daily wholesale report and monitor data
• Conducted sales performance and capacity analysis using advanced Excel tools such as pivot table and Macros
• Advised sales team of potential critical dynamic situations, risks and issues for potential adjustment of plans, business strategic and production volumes
• Completed short and long-term volume planning: Designed, maintained and refined volume plans and forecasts, actual results, future production and sales rates

Guangzhou, Guangdong, China

• Invested clients’ employee insurance fund in order to create profits for employee retirement, analyzed data and updated fund price file in the operation system
• Placed orders to fund houses such as Alliance & Bernstein, Allianz, PIMCO, AXA, Black Rock, JP Morgan and Citi group according to instructions from the master funds
• Prepared transaction related documentation for the accounting and valuation team to conduct fund evaluation

Guangzhou, Guangdong, China

• A year of intensive financial training
• Learned about the global financial market, including businesses like banking, fund, and bond in different countries.
• Passed HSBC’s evaluation and became an intern of the Fund of Funds team.

Master'S Degree, International Economics And Finance

Activities and Societies: Vice President of ASCEND Pan-Asian Leaders Club

Bachelor'S Degree, Finance, General, 3.69 Gpa

Activities and Societies: ●Vice Presidentof Student Union, School of Finance ●Speaker (Representative of Merit Students) on 2017 GDUS.

Exchange Student, International Business And Finance

Activities and Societies: ● Coursework: Financial Systems and Instruments, Business Concept and Practice ● Communicated with guest.