FINANCIAL ADVISOR ASSISTANT (INTERN)
Orient Securities Company Limited
07.2024 - 08.2024
- Boosted portfolio Sharpe ratio by 12% and rebalancing returns 3% above benchmark by building a 10-year backtesting pipeline with SQL, Python, and R.
- Cut data preparation time 30% by automating Bloomberg data pipelines and documenting workflows, enabling four analysts to complete peer reviews within one day.
- Outperformed sector index by 6% in Q3 through PEG-based relative valuations of five firms, creating dashboards and investment briefs for advisor decision-making.