Yingqing Yuan
Sydney,NSW
Summary
As a current Master of Data Science student with a completed Master of Finance in Financial Technology, I bring a unique blend of advanced technical skills and practical financial industry experience. My academic background includes specialized knowledge in cryptocurrencies, decentralization, and blockchain technologies.
My professional journey encompasses a stint as a Quantitative Researcher and multiple internships in the finance and investment sector, where I honed my analytical and strategic thinking skills. I have a strong portfolio of projects where I utilized Python for data analysis and machine learning, showcasing my ability to apply theoretical knowledge to real-world financial problems.
In addition to my practical experience, I have contributed to the academic community with a published journal article focusing on stock price prediction models. This publication underscores my research capabilities and my commitment to advancing the field of financial technology through data science.
My combined expertise in data science and financial technology positions me uniquely to contribute to innovative projects at the intersection of these fields. I am driven by a passion for leveraging data to uncover insights and inform investment strategies, aiming to be at the forefront of the evolving landscape of financial technology.
Overview
1
1
year of professional experience
Work History
Quantitative Research Analyst
Wuhan Stratofortress Fund - Quantitative Research Analyst
Wuhan, China
12.2022 - 02.2023
- Led a project to formulate a "Follow-the-Fund-Heavyweight" strategy, which involved analyzing top-performing funds and identifying their heavyweight holdings.
- Conducted comprehensive research on the investment patterns of successful funds, focusing on their long-term holdings and sector distribution.
- Utilized advanced statistical methods and financial models to assess the risk and return profile of the selected heavyweight stocks.
- Developed a simulation model to test the strategy’s performance under various market scenarios using historical data and predictive analytics.
- Collaborated with portfolio managers to integrate the strategy into the existing investment framework, ensuring alignment with overall investment goals.
- Participated in weekly meetings to discuss research progress, challenges, and strategies, contributing valuable ideas for model improvement.
Investment Analyst Intern
China Capital Management Co.,Ltd
08.2022 - 10.2022
- Conducted thorough due diligence on prospective investments, analyzing key financial metrics and market trends. Presented detailed findings and risk assessments to investors, highlighting potential returns and areas of concern.
- Oversaw the maintenance and improvement of investment processes, ensuring seamless operations from initial analysis to final execution. Implemented systematic approaches for tracking and evaluating investment performance over time.
- Responsible for preparing and organizing all necessary paperwork for investment transactions. This included meticulous documentation of due diligence findings, investment agreements, and regulatory compliance forms.
- Engaged in post-investment management, closely monitoring portfolio performance and market changes. Conducted regular reviews and provided strategic recommendations for portfolio rebalancing and risk management.
Investment Banking Intern
Everbright Securities - Investment Banking Intern
Beijing, China
06.2022 - 08.2022
- Provincial Investment Group Short-term Corporate Bond Issuance: Worked on the bond issue for a AAA-rated provincial investment group in Central China, achieving a benchmark-setting low interest rate compared to similar maturity bonds and issuer ratings in the exchange market. My core responsibilities encompassed drafting the prospectus, orchestrating the trust management agreement, and establishing the guidelines for the bondholders' meeting. Additionally, I played a pivotal role in crafting the issuance plan and preparing all related materials.
- Municipal Industry Investment Company Private Placement Bond Issue: Managed the bond issuance process for an AA-rated municipal industry investment company in Sichuan Province. I was responsible for drafting a comprehensive prospectus and preparing extensive issuance materials. I was instrumental in strategizing the private placement approach, ensuring strict adherence to regulatory norms. My coordination between internal teams and external stakeholders was crucial in streamlining the bond issue process.
Investment Banking Intern
TF Securities - Investment Banking Intern
Wuhan, China
02.2022 - 06.2022
- Led the preliminary phase for a corporate bond issuance by a district-level City Investment Company in Hubei Province. Spearheaded on-site data collection, meticulously prepared initial drafts, and crafted detailed consultation response documents. Played a key role in drafting the prospectus, ensuring up-to-date inclusion of relevant data and regulatory compliances.
- Orchestrated the documentation for a green private corporate bond issuance by a prominent Investment Holding Group in Hubei Province. Managed direct communications with the issuer, conducted thorough on-site data gathering, and efficiently organized foundational drafts. Entrusted with the critical task of composing comprehensive data drafts and the prospectus.
- Executed ongoing management during the bond’s lifecycle, utilizing resources like Wind, ChinaBond, China Money Network, and information from the Shanghai and Shenzhen Stock Exchanges. Diligently compiled the 2021 annual reports for issuers on these exchanges, covering an array of instruments including corporate bonds, enterprise bonds, and medium-term notes, showcasing adeptness in financial reporting and compliance.
Education
Master of Data Science - Machine Learning
The University of Sydney
Camperdown, NSW12-2024
Master of Finance - Financial Technology
The University of New South Wales
Kensington, NSW05-2023
Bachelor of Economics - Finance
Ocean University of China
Qingdao, China06-2021
Skills
- Data Analysis
- Quantitative Analysis Expertise
- Financial Modeling
- Due Diligence
Languages
English
Full Professional
Mandarin
Native/ Bilingual
Working rights
- Student Visa (Subclass: 500)
- Working hours limit: 48 hours per fortnight
Timeline
Quantitative Research Analyst
Wuhan Stratofortress Fund - Quantitative Research Analyst
12.2022 - 02.2023
Investment Analyst Intern
China Capital Management Co.,Ltd
08.2022 - 10.2022
Investment Banking Intern
Everbright Securities - Investment Banking Intern
06.2022 - 08.2022
Investment Banking Intern
TF Securities - Investment Banking Intern
02.2022 - 06.2022
Master of Data Science - Machine Learning
The University of Sydney
Master of Finance - Financial Technology
The University of New South Wales
Bachelor of Economics - Finance
Ocean University of China
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