MSc Investment & Wealth Management
Simon Fraser University, Department of Economics, Vancouver, Canada
• Assist in the parameterization of the experiment, interface design and information set provided to participants.
• Analyze data collected from our experiments using a combination of parametric and non-parametric statistical methods such as R and Matlab, also prepare visuals for inclusion in papers for journal submission.
INVESTMENT ADVISOR ASSOCIATE 2020. 10 — 2021. 02
Century Securities Jiang Xi Branch Investment Management Division, Jiang Xi, Nanchang, China
• Identify potential high-investment return opportunities and evaluate product positioning strategy.
• Drive pitching, positioning, and presentation of potential investment opportunities to senior advisors based on research and analysis findings.
• The investment portfolio of 2 million RMB built in cooperation with the other three colleagues reached a return of 50% within three month for clients.