- Facilitated client onboarding by meticulously reviewing individual and institutional account documents and addressing inquiries to ensure a smooth and compliant account opening process.
- Supported ongoing account services, including information updates and abnormal fund monitoring, ensuring business continuity and financial security through prompt coordination.
- Assisted in due diligence tasks, including organising private fund roadshow materials and drafting research reports, strengthening analytical skills and compliance awareness.
- Gained exposure to the operational flow of futures business and improved team collaboration skills./li>
๐ Education
The Chinese University of Hong Kong, Shenzhen
QS World University Rankings 2026: #32
B.B.A. in Finance (School of Management and Economics)
09/2022 - 07/2026
GPA: 3.5/4.0
Key courses: Financial Management, Foundation of Finance, Financial Economics, Corporate Finance, Introductory Econometrics, Calculus, Linear Algebra, Probability and Statistics, Optimization
๐ผ Internships
China Merchants Futures
Business Support Assistant
Marketing & Asset Management Department
Advisor: Mrs. Yan Yang
Location: Shenzhen, China
05/2025 - 08/2025
AXA Hong Kong and Macau
Wealth Management Advisor
Asset Management Department
Remote
02/2025 - 03/2025
- Provided comprehensive wealth planning services for high-net-worth individuals, covering tax optimisation, asset allocation, risk management, and intergenerational wealth transfer.
- Independently designed a personalised family asset allocation strategy that achieved both capital preservation and growth goals.
Monte Carlo Fund Management
FOF Researcher
Strategy Research Department
Advisor: Prof. Xianghui Yuan (School of Economics and Finance of Xi'an Jiaotong University)
Location: Xiโan, China
12/2024 - 02/2025
- Conducted due diligence on domestic quantitative hedge funds, focusing on equity strategies; compiled multiple in-depth research reports.
- Evaluated fund research papers and contributed to recommending promising candidates for the firmโs 2025 FOF portfolio; proposals were accepted and recognised by the investment committee.๐
- Used JoinQuant to perform single-factor testing, identifying impactful equity selection signals.
Sealand Securities
Wealth Advisor
Wealth Management Department
Advisor: Mr. Hairui Zuo
Location: Xiโan, China
05/2024 - 06/2024
- Created customised investment strategies using appropriate financial instruments; served over 10 clients with a satisfaction rate of 98%.
- Assisted in client onboarding, including document verification, compliance checks, and preliminary investment planning.
- Conducted in-depth interviews to understand client needs and provided personalised product allocation advice, increasing client retention to 90% through continuous plan optimisation.
๐ Projects
Tencent Future Product Manager Bootcamp
Project Introduction: This creation camp is a special training program jointly launched by Tencent Recruitment and Tencent Academy, aiming to cultivate potential product managers for the Internet industry.
July. 2025
- Theoretical learning: Systematically studied product management courses, covering theory and cases.
- Tool practice: Used professional tools to complete the project and improve practical ability.
- Project practice: Practical project topics to improve product knowledge and skills in all aspects.
- Certificate awarded: Obtained the Tencent Product Manager Completion Certificate, and the ability was officially recognized.
Quantitative Stock Selection Project Using CSMAR Database
Subject: Investment Analysis and Portfolio Management (FIN3080)
Instructor: Prof. Jingfan Zhang (CUHK-SZ)
Spring 2025
- Collected and cleaned A-share market data (2009โ2023) from CSMAR, including monthly prices, quarterly financials, and daily volatility; constructed monthly P/B ratios and excluded outliers.
- Conducted a cross-sectional regression at end-2010, finding significant positive relationships between P/B, ROE, and volatility (Rยฒ = 13.3%).
- Built ten equal-weighted portfolios sorted by P/B deciles; backtested from 2010 to 2023 and found low P/B portfolios consistently outperformed high P/B ones, supporting value investing strategies.
- Completed the entire data pipeline, regression analysis, and visualization using Stata.
S&P Global Market Intelligence โ Corporate Valuation Challenge
Project Title: Company Analysis of Sinopec Oilfield Service Corporation
Role: Team Leader & Financial Analyst
Oct. 2022
- Led a team in conducting an independent valuation of Sinopec Oilfield Service Corporation.
- Built a Discounted Cash Flow (DCF) model to evaluate intrinsic company value.
- Gathered and analysed industry trends and financial metrics to identify key valuation drivers, conducting sensitivity analysis to evaluate their impact on intrinsic value.
- Leveraged the S&P Capital IQ platform for financial data extraction, benchmarking, and peer comparison.
๐ Scholarships & Honors
๐ Awards
- In Progress ??/????
๐ซ Exchange/Visiting Program
- COMM3939 Film Directors (Mr. SHIN Chi Man Thomas): Explored the relationship between the film and their directors regarding their creativity, aesthetics and influences. Film is an art and the director is an artist.
- UGEC1540 Government and Politics of China (Prof. Gerald CHAN): Surveied key issues in Chinese politics, including the historical background of the Chinese political system, the roles of the party/state, the style of leadership, the forms of popular participation, and the distinctive features of Chinese politics. The focus of this course is political change.
๐ Competition Experiences
- 2025 U.S. Mathematical Contest In Modeling (MCM/ICM) 24/01/2025 - 28/01/2025
- 2023 China Undergraduate Mathematical Contest in Modeling (CUCMC)07/09/2023 - 10/09/2023
- 2022 S&P Global Corporate Valuation Challenge (CVC) 10/2022
๐ ๏ธ Certificates & Skills
- Certificates: CET-6, CET-4
- Programming languages: Python (Familiar), R (Familiar), SQLite (Basic), Stata (Basic)
- Tools: Word/PowerPoint/Excel(Proficient), Matlab, LATEX, Markdown, VSCode
- Database: CSMAR, Choice, Wind, WRDS, JoinQuant Platform
๐ค Club & Extracurricular Activities
SME Toastmasters Club
Position: Member
09/2022-Present
- The SME Toastmasters Club is a speech club under the Career Development Center of the School of Management and Economics, The Chinese University of Hong Kong, Shenzhen. It aims to enhance members' English public speaking, communication and leadership skills through weekly meetings, corporate visits, workshops and other activities, and help them achieve their career development goals.
Harmonia College: Ancient Glass Art on the Silk Road
Advisor: Prof. Bohan Li (CUHK-SZ)
Location: Shenzhen Museum, Shenzhen
04/03/2023
- Went with Professor Bohan Li from the School of Humanities and Social Sciences to visit the Ancient Glass Art Exhibition on the Silk Road at the History and Folklore Museum of Shenzhen Museum.
- Organized discussions and shared experiences of the exhibition.