Portfolio Management. Investment Analysis. Equity Analysis. Financial Analysis. Financial Modeling. | CFA Level II Candidate. Advanced Excel Skill. Superior time management. Complex problem solving. Group worker. |
Assisted the fund manager in managing total AUM of $1.5 billion, participated in fund raising, strategy, portfolio management and daily operation, with hands-on experiences in Chinese PE and asset management sector.
Managed an account of $10 million with a 66% annual return. Sold all positions before Chinese market drop with strategies and analyses, successfully avoided a huge risk.
Independently designed and programmed an automatic trading model with a 603% return in the first nine month of 2014, comparing to 11.7% increase of The Shanghai Composite Index.
Established a capital management system initiatively with probability theory that can be attached to different models; this resulted in a wide and effective use in portfolio risk management, high-frequency trade and hedging.
Drafted contracts and negotiated with CITIC, the largest securities company in China, enabling the fund to increase financing channels and sell products to the public.
Established a tailor-made market index to guide strategy execution, and a more thorough industry classification to facilitate in-house equity research and market analysis.
Facilitated fund raising and successfully received $10 million financing in year 2014 and $20 million in year 2015 for the fund by engaging with target clients.
Conducted company visits, have an integral understanding on Chinese economy and industries.
Managed an independent account that had $5 million in assets with a 58% annual return.
Traded China Stock Index Future with $2 million that generated more than 130% profit in one year.
Developed an auto-risk management model that highly improved liquidity and stability of the portfolio management system.
Ranked third in Sina 2nd Term Stock Investment Championship (nationwide online).
Analyzing and recommending China Industrial Bank to get 80%($33 million) return in 90 days.
Contributed to the team to become the best team in the fund with 43% annual return.
Acquired most of the popular analytic technologies and programmed four valuable indicators for the fund.
Wrote more than 50 equity and market researches and commentaries during the year.GPA 3.71.
Advanced courses in Financial Decision Making, Financial Accounting, Investment Analysis, Managerial Finance, Risks in Investment, Statistical Analysis, Econometrics, Option Markets, Venture Capital, Technical Analysis.
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