University of Toronto - Rotman School of Management

WHU – Otto Beisheim School of Management

University of Macau

Renmin University of China

University of Victoria

Investment Director at Fenbushi Capital

Toronto, Ontario, Canada

Fenbushi Capital

Investment Director

Investment Manager

Tianfeng Securities Co., Ltd.

Blockchain Researcher

Research on Chinese financial products market and published weekly reports for retail and institutional investorsAssisting Guan Qingyou (4th ranked fixed income researcher in China), to prepare investment decks and write sell-side reports, focusing on macroeconomy; Contributed to “Chinese Economy Second Half Outlook 2016” and others

Minsheng Securities

Research Analyst - Fixed Income

Redesigned the operating procedures for government travel insurance and reduced turnaround time by more than 50%; the business accounted for 50% of the company’s travel insurance portfolioLed government business insurance, coached junior staff to quickly handle operating processes; supervised junior stuff’s work quality; significantly reduced business disruption caused by high turnoverWorked closely with general manager and performed technical analysis for product re-pricing and invention to achieve company’s semi long to long term goalsDesigned complex spreadsheet models for departments, such as risk assessment form to standardize information flowing between departments, improve efficiency, reduce human error and control riskNominated as the Unsung Hero of Dah Sing Financial Group – the parent company of Macau Insurance Company for the year of 2014.

Macau Insurance Company

Officer of Commercial Department

Rotated in all departments and thus understood the different functional areas of an insurance company

Management Trainee

Led Chinese market research for the American start-up “Internet of Things” company and analyzed the time and method for its product-“Plant-Link” to enter into the Chinese MarketWorked with US team to write a business plan for Oso to enter into the Asian market, and took lead in marketing and financial analysisLearned how to do effective pitch and storyboard presentation in both English and Chinese to attract venture funds

Oso Technologies

Consultant Internship

Assisted professor to study the Chinese stock market by conducting literature review, analyze applicable models and process data, using excel and regression softwareCollect data through data terminals, such as Bloomberg and Datastream

University of Macau - Faculty of Business Administration

Research Assistant

Assist residential officers on daily operations; organize student activities-Obtain the communication skill in working environments

Chloe Huang, CFA, FRM, MBA