-1. Collect, evaluate, and deliver market information in the financial industry:a. Deliver biweekly newsletter introducing and analyzing recent market trends, conduct data cleaning, analysis and interpretation with Python, and data visualization with Tableau;b. Write risk reports biweekly to support the academic Committee in the form of case studies, building baseline models, going through the cycle of risk identification, analysis, evaluation, and responses.2. Provide risk management consultation and guidance to academic committee:a. Identify, communicate, and champion ideas that improve the CFRM, AQF certification learning objectives: the configuration of the academic contents, the knowledge points to be tested and propose the latest model in the market. For example, to test the operational risk measurement, latest model suggested by Basel Committee needs to be analyzed;b. Assist with quantitative risk management, operational risk, market risk, credit risk, and Fintech contents research by confirming the latest industry practice and advancing summary reports of latest academic results and seminars;c. Support Subject-Matter-Experts with examination contents set-up in other certification projects, by providing academic suggestions including financial planning, accounting, company valuation, asset allocation, portfolio management, etc.;d. In charge of writing the training materials given to potential students, making PowerPoint documents as lecturing materials, Excel documents as homework or in-class practice, Word documents as final project, and Python codes as practice.3. Coordinate Board and Committee daily arrangements and other due diligence. a. Draft Board Meeting Agenda, coordinate meeting availability, conduct meeting minutes, and prepare reporting slides used in the meeting. b. Design posters for events and cards for holidays, edit video clips for daily administration.

Associate of 2 courses: Introduction to Quantitative Risk Management, and Introduction to Finance

-Manage 5+ high net-value client relationships; interacted with them on a regular basis to advice on wealth management and investment; Aggregate financial products information in Excel and write daily transaction report - Monitor potential risk existing in client service when transactions happen on the counter and post purchase service, discover potential risks lying in misunderstanding with products by elderly customers and suggest list these customers and an independent category for double checking and reassurance, which is the practice of Wuxi Branch right now- Aggregate key contents and take notes for the department during CPB and CFP training programs

·        Conducted market value analysis of companies, estimated equity price by market trend and cash flow analysis; Documented liquidity status, capital structure, and earning ability based on financial statement analysis; Initiated daily reports tracking target companies’ rating, business activities, regulatory updates and made investment recommendations·        Reviewed transactions in both loan market and equity market, ensured compliance with regulatory guidelines·        Promoted the method of Risk categorization and Definition Tool in the department for internal risk identification, risk assessment and early mitigation, as well as expected loss calculation with probability of default, loss given default, credit risk exposure, which became the monthly routine of the department