Jun 2022 – Jun 2023 · 1 yr · New York, United States

Feb 2020 – May 2022 · 2 yrs 3 mos

• Built the back logic of all pipelines in an ETL process using Python and SQL
• Leading the Transaction Classification project - building statistical models to predict the classification of transactions on bank statements

Apr 2017 – Feb 2020 · 2 yrs 10 mos

• Creating weekly marketing KPI dashboard using Tableau and sharing with internal teams to visualize revenue and trends of active users
• Tracking the performance of press release, email campaigns and organic keywords using Google Analytics to provide insightful analytics and guidance for following marketing and sales activities
• Conducting marketing research projects and building appropriate statistical models regarding to Lifetime Value, Churn rate and Customer Acquisition Cost for different customer segmentations
• Extracting data of verifiers’ performances using SQL, analyzing their working efficiency and effectiveness by calculating their scores of accuracy and speed
• Refining and managing the quality of the analytics product according to customers’ feedbacks, providing solutions to the engineering team

Jun 2014 – Jul 2015 · 1 yr 1 mo · Shanghai, China

• Analyzed FX markets by monitoring macro-economic data and international affairs, providing in-depth research on investment products for 3 sectors (AUD/USD, USD/CHF and EUR/USD) to help company exceed industry average return by 5%
• Authored 30 reports on FX market that led to creation of several wealth management investment initiatives, presented to clients to help them achieve more than 10% return per year on average
• Managed new hires – training, mentorship, and technical advisory; successfully standardized the programs that were used to train 10+ analysts over 12 months
• Aggregated historical FX data to generate proprietary database by Excel, used by 30+ colleagues to analyze and understand FX trends, and increase returns by 4%

Jan 2014 – May 2014 · 4 mos · 中国 上海市区

• Conducted client outreach campaigns using 4 different customer touchpoints (e.g. e-mail, phone, social media, and onsite events), and successfully gathered 100+ effective potential clients’ information
• Aggregated data from ICBC client database and other potential clients lists, grouped similar clients together and matched each group with certain insurance products according to their information to help the team increase the average success rate of sales by at least 10%
• Oversaw recruitment efforts for junior analysts by selecting recruitment areas from local universities, designing recruiting seminars, and providing Q&As regarding career paths for ICBC-AXA
• Developed 10+ client-specific insurance plans for customers by modeling financial factors and possible risks to estimate net-impact

Jun 2012 – Jul 2012 · 1 mo · 中国香港

• Successfully completed 2 rotational programs with top financial companies in Hong Kong (AXA China and Emperor Financial) by providing analysis and market research support to various departments
• Completed Global Financial Market overview program that provided industry learnings and best practices for the insurance industry; won 1st place in investment competition

Oct 2011 – Dec 2011 · 2 mos · London, England, United Kingdom

• Implemented researches on ongoing projects to provide support to colleagues in Visual Arts and Culture Team
• Implemented a number of “Coverage Books” about previous projects as a backup to later market promotion