Resume

EducationUC San Diego
MSBA · Jan 2027 expected

ExperienceFund analysis
Research · data operations

Impact~96% less processing time
6-country risk framework

Core stackPython · SQL · R
Power BI · Excel

01 · EDUCATION: A finance foundation for analytical decisions.

01/2027
Expected

Master of Science in Business Analytics

Rady School of Management · University of California, San Diego

Jul 2025 – Jan 2027 (expected). Rady Incoming Scholarship (Merit Scholarship), Jul 2025. Coursework in business intelligence, AI-assisted customer analytics, scalable analytics, and managerial judgment and decision making.

06/2025

Bachelor’s Degree in Finance

Guanghua School of Management · Peking University

Sep 2020 – Jun 2025. Recipient of the Peking University Outstanding Student Scholarship (2021); Head, Student Programs in the Guanghua Student Union, and volunteer at the 2022 Beijing Winter Olympics.

02 · EXPERIENCE: From raw records to useful next actions.

09/2023
— 09/2024

Research & Teaching Assistant

Peking University, Guanghua School of Management

Conducted research under Prof. Ji Shen on China’s local-government off-balance-sheet debt and regional financial risk, building ARIMA and multivariate regression models with 2011–2022 China data.
Used Bloomberg and S&P Capital IQ for cross-market data collection and comparable analysis; handled data cleaning, indicator construction, and robustness checks.
Led tutorial sessions as teaching assistant for Corporate Finance II and Entrepreneurial Management.

06/2022
— 10/2022

Structured Finance Intern (ABS)

Guotai Junan Securities Asset Management · Beijing, China

Supported a finance-lease receivables securitization through asset-level checks of contract terms, lease cash flows, and pool eligibility criteria.
Drafted sections of the offering memorandum and due diligence report and analyzed transaction structure and credit-enhancement mechanisms.

02/2022
— 05/2022

Equity Research Intern, Power Equipment & New Energy

Founder Securities Co., Ltd. · Beijing, China

Covered power batteries and upstream materials; tracked capacity, production schedules, utilization, and pricing in Wind and Bloomberg and maintained a monthly industry database.
Standardized company filings, industry-association data, and third-party sources to support price-cost-margin sensitivity analysis.
Contributed to an in-depth new-energy-vehicle report; independently prepared data, charts, and the first draft of the battery-materials section.

09/2021
— 01/2022

Research Assistant, Channel Sales

China Universal Asset Management Co., Ltd. · Shanghai, China

Prepared monthly multi-asset research across equities, bonds, and commodities, summarizing macro conditions and asset-allocation views.
Configured Python/OCR and UiPath workflows for document recognition, data cleaning, and distribution, reducing related processing hours by approximately 96% without changing the manager-submission process.

06/2021
— 09/2021

Investment Research Intern

Hangzhou Bohan Asset Management · Hangzhou, China

Conducted on-site primary research at manufacturing companies, collecting production-line, capacity, order, and staffing data to support private-equity investment evaluation.
Organized industry and company financial materials and drafted investment-research notes under supervision.

03 · SELECTED PROJECTS: Research that turns models into evidence.

09/2024Forecasting

China’s local government hidden debt

Built ARIMA and multivariate regression models to study off-balance-sheet debt, estimating approximately 8% average annual growth over five years under the study’s policy scenario.

11/2021 — 01/2022Industry research

Creator economy industry research · PCA

Led a seven-week primary research project with 34 participant interviews, personally conducting seven, to identify creator-acquisition and monetization pain points and growth opportunities in the KOC segment.

04 · SKILLS: Tools I use to make the work legible.

Technical & data

SQL

MAT

Analytics & finance

CRM

Languages

中