Shanghai, China
• Industry experience covers NEV technology, charging pile, spare parts • Data analysis and financial modeling
Graduate Teaching Assistant for Fixed Income Analysis
• Conduct an actuarial valuation for Fannie CAS 2019-R03 Transaction with financial engineering techniques including data manipulation, default and prepay model building, scenario analysis under stochastic assumption and Monte Carlo simulation, and valuation for different tranches
• Successfully conducted an analysis of social benefits of economic impact by forecasting financial statement and job creation for Ivy City Smokehouse and Profish including valuation, financial model building, and sensitive analysis • Provided support for client engagement, scheduled and conducted interviews, communicated with understanding and advising, and applied critical thinking to deliver high quality meeting reports
• Assisted 30 clients per week in opening securities account and purchasing monetary fund via various channels like mobile banking, online banking and long-distance smart banking • Studied the financial product system including cash management product, fixed term product, product exclusive to new clients and currently on-sale financial products, helped the sales manager with sales-related work