Portfolio
With over 7 years of experience in the finance sector, I am a CPA and CFP who specializes in equity derivatives products. My core competencies include pricing, risk management, and financial reporting, using quantitative techniques and data analytics skills to deliver accurate and timely results.
In my most recent role as an Equity Derivatives Associate at Morgan Stanley, I implemented pricing models, monitored and managed risk portfolios, ensured compliance with regulatory standards, and worked with cross-functional teams to price and hedge equity derivatives products. Previously, I also gained valuable experience in auditing, balance sheet management, and client advisement at Pan-China Certified Public Accountants and China CITIC Bank. I am proficient in Python, SQL, R, Tableau, and Minitab, as well as SAP ERP, Yonyou, and Kingdee.
I am passionate about applying my expertise, certifications, and skills to challenging and rewarding opportunities in the equity derivatives field, where I can leverage my knowledge, experience, and creativity to contribute to the success of the organization and the industry.
Projects.
About Me.
Financial Accounting Analysis
Data Analytics
Risk Management
Other Skills and Certificates
- Certificates
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (Level II Exam Passed)
- Google Data Analytics
- Working Experience
- 2.5 Years at Morgan Stanley
- 1.5 Years at Pan-China Certified Public Accountants
- 4 Years at CITIC Bank
- Languages
- Chinese
- English
Resume.
Please check my resume for more details.