Effective communicator and collaborator, able to work closely with cross-functional teams to align financial objectives with broader business goals. Demonstrated ability to adapt quickly to changing market conditions and deliver high-quality results within tight deadlines.
Analyzed Risk Return of Multiple Stock Portfolio | 02/2021-05/2021
Applied Data Analytic Tools (Python, Excel) to conduct the relationships between portfolios; Calculated different elements (Variance, Standard Deviation, Annualized Return, etc.) for each portfolio; Suggested suitable portfolio for customers.
Developed Feasible Business Strategy for Bike MS | 02/2020-05/2020
Applied SAS VA to analyze & predict historical data and predict future trends of the development of Bike MS; Used different models (regression linear, decision tree) to make an in-depth data mining; Gave feasible business strategies aiming at profit promotion for Bike MS.
Advice on Customers' Financial Planning | 09/2019-12/2019
Learned about the customers' background, objectives and situation of assets; Calculated financial position (cash flow, assets & liabilities, etc.); Produced personal risk insurance strategy.