New York City Metropolitan Area
5 years of experience in software development and automation with proficiency in Java, Python, database management, quantitative analysis, financial modeling and analysis. Seeking software development opportunities.
• Developed and maintain risk dashboard for Blackrock flagship funds with Python to automate daily risk production and HTML to present risk metrics • Analyzed the risk and performance effects of daily trading and positioning for 30+ strategies within the flagship funds and worked with portfolio management teams to improve risk-adjusted performance • Performed competitor analysis for the flagship funds Funds that I worked on includes: 1. BlackRock Strategic Income Opportunities Fund 2. BlackRock Global Allocation Fund 3. BlackRock Total Return Fund
• Constructed third generation of automatic exception validation software called progQC, which utilized updated logics and algorithms to automatically resolve data and reporting exceptions, improves 28.4% compared to second generation and reduced 450 manual hours per week • Developed internal API for 30+ clients to automate their customized reporting needs as well as testing needs due to central configuration changes • Debugged urgent escalations from 21 strategic clients in existing reporting software called Green Package, identifying incorrect corner cases, improving software quality and efficiency, resulting in increased client satisfaction and more stable client relationships • Managed and offered constant support for 5 direct reports to help develop and debug risk, returns and reporting issues
• Developed earnings models and researched competitive landscape for key iPhone8 hardware suppliers and made 7 stock recommendations based on the results • Developed statistical models to predict investment portfolio performances by applying multiple linear regression, factor analysis, time series analysis, and scenario analysis • Analyzed model results to find the best performing portfolio and presented analysis and findings to managers and clients • Automated data collection and calculation processes with Excel VBA and R for 8 industries and saved data collection costs of more than $100,000
• Assisted Just.Cash, a startup company, to attract potential investors by analyzing the evolution of payment instruments, global cash remittance market and developing a pricing model for the company’s services • Cooperated with the consulting team and the client to write a white paper on the evolution of payment instruments
• Compiled prospectuses for bonds and conducted due diligence to help four financial and public services companies originate new issues of debt for 25 billion dollars • Proposed debt issuance strategies independently to 12 potential customers and won 3 bids • Summarized bond market news from Wind database weekly to keep team members and clients posted on market conditions • Automated financial data collection and calculation system and significantly improve the efficiency of financial analysis
• Researched competitive edges of bath and shower products sold in convenience stores for P&G according to interviews with sales managers and product suppliers • Developed a comprehensive housing landscape report for P&G by conducting secondary research, visiting apartments and completing questionnaires