Jie(Christina) Yan

• Compassionate individual pursuing a Bachelor of Science degree in Statistics concurrent with a double minor in Economics and Sociology.
• Adept at facilitating cross-departmental communication within organizations and using communication skills to streamline intercompany collaboration.
• Leverages programming proficiencies to perform data analysis and inform the development of investment strategies.
• Equipped with the ability to collaborate effectively with teams and individuals from diverse backgrounds
• Languages: English and Mandarin

Product Research Intern | 07/2023 to 08/2023

SWS Research Co., Ltd (subsidiary of Shenwan Hongyuan Securities) – Shanghai, China

• Help to conduct market research into investment styles and strategies of leading fund managers, influencing the development of the firm’s optimized promotional strategies
• Analyze the economic conditions and the composition of key financial products across markets, providing actionable insights for stock selection and portfolio management
• Gained substantial knowledge in investment strategies and financial management principles through active participation in marketing and product development initiatives
• Efficiently summarized and documented meeting discussions, enhancing the clarity and effectiveness of company-wide communication

Secretary | 04/2018 - 04/2019
Student Union- Jinhua, China 

• Served as the principal liaison between the student union’s executive committee, student body, and faculty, ensuring timely and accurate dissemination of information related to school events and activities
• Spearheaded the organization of diverse campus events, including election campaigns and cultural festivals, significantly boosting student participation and fostering a vibrant community environment
• Offered critical administrative support to the union president and faculty by managing documentation, coordinating event logistics, and maintaining records, thereby streamlining