1. Team Leader & Data Analyst, New Youth "Million Plan" Wealth Management Practical Project, First Prize
January 2023
- Assessed clients' risk tolerance and capacity and constructed optimal asset portfolios based on their target pre-tax return rates
- Utilized Excel for solver optimization of portfolio weight allocation, achieving an expected return of 11.32%, a standard deviation (volatility) of 4.91%, and a Sharpe ratio of 2.00, thereby maximizing client benefits in line with their needs.
2. Volunteer, Jinan University Mental Health Education Center
May 2022 - March 2023
- Assisted with psychological consultation appointments and liaison between counselors and students
- Averaged 34.5 volunteer hours per semester
3. Project Planner, "World Mental Health Day" Themed Lecture
October 2022 - November 2022
- Wrote and revised the project plan
- Coordinated venue booking, event hosting, photography, and registration
- Achieved a 92% attendance rate and 87% satisfaction rate among attendees
4. Survey Designer, Data Analyst & Modeler, University Student Innovation and Entrepreneurship Training Program (Provincial Project)
March 2022 - June 2023
- Designed surveys for industry professionals and audiences in the theater industry
- Analyzed survey data using Python and Stata
- Developed a transmission model based on market supply and demand theory and communication field theory
5. CFA Association Global Investment Analysis Competition (Jinan University Campus Simulation Competition), Second Place
October 2021 - November 2021
- Conducted research on BYD and the new energy vehicle industry
- Responsible for the "Industry Overview and Competitive Positioning" section, using a top-down analysis framework
- Gained deeper insights into industry research through subsequent FRM Level 1 and CFA Level 1 studies
6. Strategy Researcher & Programming Assistant, American Mathematical Contest in Modeling: Problem C, Trading Strategy (Meritorious Winner)
February 2022 - March 2022
- Developed trading strategies to maximize returns in cash/gold/bitcoin markets over five years
- Built LSTM models and dynamic programming using Python and LINGO to simulate the stock market and predict stock prices
- Achieved a 40% return rate in the training set and about 36% return rate in the LSTM prediction set