Microsoft Word, Excel and PowerPoint.
Professional: Chartered Financial Analyst (CFA); Series 3
01/2016 to Current
Risk ManagerNanhua USA LLC － Chicago, IL
Response for the risk management of firm and clients' portfolio:.
Creating and revising the risk control manual;.
Monitoring company capital and evaluate if we have enough capital to meet regulatory requirement;.
Making stress test plan;.
Evaluating pre-trade risk for new clients;.
Setting pre-trade and post-trade risk parameter for clients;.
Dealing with other risk-relate activities.
06/2012 to 12/2015
Senior Program ManagerChicago Institute of Investment － Chicago, IL
Response for the training programs, which include futures exchange technology and operation training, futures asset management training and customized training programs for Chinese futures brokerages, etc.
Planed and prepare for each single project, including making agenda and recruiting instructors, etc.
Executed the program daily operation, such as receptions for training group, class material preparation, translation and interpretation.
Promoted and market company brand and products.
Recruited the staffs, for instance, program assistants, translators and interpreters.
09/2011 to 05/2012
Teaching Assistant of ProfessorIIT Stuart School of Business － Chicago, IL
Michael Gorham in 3 courses: Market Microstructure (graduate); Valuation &Portfolio Management; and Global Financial Market.
Researched the financial articles relevant to the courses for students reading and coordinate students' class projects.
Reviewed related materials for class and make class note drafts for the Professor.
Graded the examination papers and administer the score statistics for 26 undergraduate students.
01/2010 to 07/2010
InternGuotai Junan Securities CO., LTD － Taiyuan, China
Executed consulting services and customer interface for an average of 50 clients daily.
Focused on customer retention strategies like negotiating fees and recommending the stocks.
07/2008 to 05/2009
China Children & Teenagers' Fund － Beijing, China
Researched, gathered data and wrote a proposal for an environmentally friendly school program.
Developed and managed a budget of $120,000.00 for the "green" school in above program.
Fluent in Chinese and English
Education and Training
Master of Science: Finance Financial Engineering Programming & InvestmentIIT, Stuart School of Business － Chicago, IL.Finance Financial Engineering Programming & Investment 3.9/4.0
Models for Derivatives, Equity and Equity Derivatives Trading, Valuation and Portfolio ManagementMember of Beta Gamma Sigma
Bachelor of Economics: Financial EngineeringHarbin University of Commerce － HarbinChinaFinancial Engineering 3.72/4.0