• 独立完成大麻及相关提取物的深度行业研究，完善行业信息和全球不同地区相关法律法规，形成专业报告向研究员及投资总监进行展示，并获得一致好评• 完成某著名摩托品牌的深度研究报告，分析公司发展趋势，通过搭建LBO模型进行定价并协助设计投资方案，最终报告获得采纳• 协助完成电子烟的深度行业研究报告，梳理产业相关信息和主要参与公司，并对比相关公司竞争优劣势• Completed Cannabis and extracted products industrial research, gathering industry information and relevant laws and regulations in different regions of the world, reported to analysts and investment directors, got highly rated• Completed research report on a famous motorcycle brand, analyzed the company's development trend, used LBO model to price the stock and assist in the design of the investment plan• Completed the e-cigarettes industrial research, gathered industry information and compared major participating companies

• 重点关注食品饮料行业，收集、阅读和综合研究报告，完成近五年食品饮料行业前五名新财富分析师研报阅读，建立阅读档案• 完善行业产业链，建立投资标准并应用于投资相关股票的建议为研究员提供数据支持和公司估值分析• 定期参加行业研究员路演，系统研究不同行业的研究方法，完成食品饮料行业深度研究报告并向投资总监和其他研究员展示，获得一致好评• 带领四位实习生团队，通过比较最近的收入规模和主要收入的复合年增长率，对3,495家中国A股企业中的39家进行了研究和筛选提出初步计划提交给投资总监，并作为主要展示人进行展示• Led four-interns researched and screened 39 out of 3,495 China's A-stock enterprises by comparing the most recent income scales and the CAGRs on the main revenue, conducted investment plan and presented to manager• Collected, read and synthesized research reports, established own investment criterion and applied to suggestions on investing catering-related stocks for expanding the company’s industrial chain• Attended industry research seminars monthly, studied systematically researching methods for distinct industries, composed 5,000-word monthly research papers of New Retail in consumption and entertainment industry

• 作为前10%学生经教授讨论后被选择直接参与管理超过$5,000,000的股票投资组合，该组合表现长期优于指数基金• 研究讨论了市场有效性、超额收益、多因子模型，运用学术研究结果建立量化投资模型，从净运营资产、超预期收入、毛利润率、F Score等方面进行量化分析，同时通过模型控制投资风险并创造超额收益• 带领三人队伍分析 S&P 600小盘股，主要聚焦于资本货物行业的研究，筛选潜在投资标的再从公司前景、管理层等进行定性分析，产生投资报告进行讨论，投资组合的均值方差优化后产生实际投资决策• Selected as top 10% students by the faculty, participated in managing over $5,000,000 stock portfolio• Discussed market efficiency, abnormal returns, factor models etc, conducted quantitative model from Net Operating Asset, Earning Surprise, Innovation efficiency, F SCORE, etc to identify potential stock investments• Led three-student team to analyze the S&P 600, specialized in capital goods sector, analyzed selected stocks and generated investment report

·协助完成FOF新产品设计与立项，推荐加入量化衡量标准并予以采纳，改进FOF产品本身难以量化控制风险的特点，通过产品委员会审核，市场表现优于同类产品。·进行全国范围方正证券营业部销售额统计，对不同金融产品业绩表现从地区、产品特性、销售渠道等因素进行一定分析并形成报告，给出改进建议，获得领导高度认可，并将报告结果于月度汇报上展示。·设计产品推广PPT，将尽职调查、产品落地等过程在内的项目流程直观地图表化，推广至全国近200家营业部。· Assisted design the FOF product, recommended add quantitative standards, improved the character that it is hard for FOF products to control risks, and it was authorized by committee, then the product perform better than similar products.· Counted nationwide sales of each department, analyzed different products from region, characters, channels, giving advices and summarized in a report which was highly praised by supervisor.· Built products popularizing PPT, briefed projects and transferred into charts, it was extended to over 200 departments.