As a junior data analyst, I am responsible for client relationship management and portfolio management. I help the company to do report validation, frequently check and update the client information including address, contact information, occupation and so forth. As for portfolio management, I do the reconciliation in sections on the report such as unrealized gains and losses, total return, beginning and ending market value. Apart from report validation, my duty also covers data import, I use the import tool used by Advyzon to import all sources of data in terms of transaction provided by our clients, and post all those data to the clients' accounts after making sure that there is no need to make further reconciliation.

I help the company to come up with strategies to attract more clients to the company, such as making advertisements, finding the specific groups of customers that may be interested in our services both online and offline.I come up of different ways of effective communication with different styles of customers, and share my feelings and experiences with my colleagues in the routine meetings, then direct my team members to make remediation for our products and services to ensure its high quality.After having a look at the financial report of Agon Management Group in 2017, I write an executive summary for the company by using the knowledge I learn from “Advanced Financial Accounting”, analyze both the risk ratios and profitability ratios for the company , and make predictions for the future financial performances of Agon Management Group.

• Cooperate with other directors and the vice presidents to execute events in Washington D.C. to maintain and establish new vendor relationships• Collaborate with Carey administrative staff to execute events• Assist with member management, financial tracking and forecasting, be the point person for hosting regular events• Get connected to lots of alumni the Johns Hopkins University, especially focus on Finance major• Broadened my horizon in Financial field by having an awareness of the job descriptions in Finance including Investment Banking Analyst, Financial Analyst, and Portfolio Manager

• Searched up-to-date news that were related to Finance, and translated some English news into Chinese, conduct research on the companies relevant to those news to see whether the stock prices were affected by those news• Wrote reports about my findings on those up-to-date news, analyzed the explanations of those news from both the micro and the macro level, and shared my thoughts with my mentor• Attended routine conferences to have a deeper understanding of the significant events, such as the ‘One Belt, One Road’ Initiative and the alterations in the Monetary Policy

Grade test papers, check the learning status of each student, assist with the instructor in terms of teaching

Responsible for contacting with alumni, informing them of the activities held in the Engineering Department of Peking University.