Zelong Mo Email & Phone Number

Shanghai, China

• Facilitated execution of equity and fixed-income trades, optimizing order flow and minimizing market impact• Developed and maintained relationships with institutional clients, providing market insights and trade ideas• Utilized Wind Terminal for real-time market analysis, trade execution, and client communication• Participated in the development and fine-tuning of dynamic portfolio optimization techniques, utilizing mean-variance optimization (MVO), Black-Litterman, and other… Show more • Facilitated execution of equity and fixed-income trades, optimizing order flow and minimizing market impact• Developed and maintained relationships with institutional clients, providing market insights and trade ideas• Utilized Wind Terminal for real-time market analysis, trade execution, and client communication• Participated in the development and fine-tuning of dynamic portfolio optimization techniques, utilizing mean-variance optimization (MVO), Black-Litterman, and other advanced models to enhance portfolio performance and risk management Show less

Shanghai, China

• Developed and managed a WeChat build-in app for online orders and product demonstrations• Met with clients to negotiate terms and sign rental contracts• Created a creative and inclusive space for car-loving members to share experiences on exotic cars

Shanghai, China

• Assisted director using Bloomberg and O3.2 to manage Risk of all Portfolio, focusing on QDII products• Performed due diligence, DCF analysis to assess the financial health of two large companies• Conducted dividend index research with the team utilizing technical analysis tools • Designed rigorous back-testing of trading strategies incorporating alternative data and sentiment analysis• Tested trading platforms for consistent quality assurance; participated in preparing board… Show more • Assisted director using Bloomberg and O3.2 to manage Risk of all Portfolio, focusing on QDII products• Performed due diligence, DCF analysis to assess the financial health of two large companies• Conducted dividend index research with the team utilizing technical analysis tools • Designed rigorous back-testing of trading strategies incorporating alternative data and sentiment analysis• Tested trading platforms for consistent quality assurance; participated in preparing board papers concerning the asset market Show less

Shanghai, China

•Led an independent market research project on myopia, including analyzing healthcare trends, patient demographics, andenvironmental factors contributing to myopia, culminating in a comprehensive market analysis report• Developed a targeted portfolio for potential acquisitions; emphasized identifying companies with innovative solutions inhealthcare and environmental science, aligning with strategic marketing objectives• Participated in analyzing and redefining the mission of the… Show more •Led an independent market research project on myopia, including analyzing healthcare trends, patient demographics, andenvironmental factors contributing to myopia, culminating in a comprehensive market analysis report• Developed a targeted portfolio for potential acquisitions; emphasized identifying companies with innovative solutions inhealthcare and environmental science, aligning with strategic marketing objectives• Participated in analyzing and redefining the mission of the SofLens brand in China, as part of a collaboration with NYU's masterprogram; focused on integrating healthcare insights and environmental considerations into the brand's marketing strategy,ensuring alignment with current global health priorities Show less

Shanghai, China

• Applied Black-Scholes model for insightful fixed income and private equity valuation and investment structuring• Employed CAPM and DCF analysis to structure and execute transactions totaling 20M RMB with a multinational firm• Implemented GARCH modeling in the structuring and promotion of OTC derivatives during client-educational roadshows• Collaborated with the research team to integrate alternative data sources and natural language processing (NLP) techniques for sentiment… Show more • Applied Black-Scholes model for insightful fixed income and private equity valuation and investment structuring• Employed CAPM and DCF analysis to structure and execute transactions totaling 20M RMB with a multinational firm• Implemented GARCH modeling in the structuring and promotion of OTC derivatives during client-educational roadshows• Collaborated with the research team to integrate alternative data sources and natural language processing (NLP) techniques for sentiment analysis, improving the accuracy of trading signals and market predictions Show less

Master Of Science - Ms, Operations Research

Bachelor Of Science - Bs, Applied Math

Education record