👨💻 3+ YOE Data Analyst at Huatai-Pinebridge / CITIC / Deloitte
📈 Expert in Python, SQL, ETL, Machine Learning and NLP
🔬 Professional in Financial Reports and Fund Operation
🎓 Baruch College and University of Melbourne Alumni
🏦 Combine Tech and Finance Background
🏂 Snowboarding / Hiking / Photography
With four years of experience in the investment industry, I have gained broad exposure to diverse portfolio types, including equities, fixed income, ETFs, and derivatives. My expertise spans data analysis, financial reporting, portfolio operations, and fund management, supported by strong technical skills in Python, SQL, machine learning, and ETL pipeline development. I am passionate about applying data science and finance to solve real-world business problems and thrive on driving data-informed decision-making in dynamic, fast-paced environments.
Developed an end-to-end quantitative analysis pipeline in Python to extract and process over 800k stock market records via the Alpaca API; Implemented a dual moving average crossover strategy, evaluating its performance through rigorous backtesting, with results visualized in an interactive Tableau dashboard to assess profitability and risk exposure.
Built an Natural language processing pipeline to process financial news headlines and predict stock market movements. Engineered features and trained machine learning models including Random Forest and Logistic Regression.
Developing a full-stack social platform for New Yorkers to discover activities and connect with like-minded companions. This is the current version for this platform (NYer).
Experienced in Data Analysis, Statistics, Machine Learning, Database, Big Data Clouding, and Data Visualization with good marketing sense and financial reporting skills
Professional in Python (Pandas, Numpy, SciPy, Statsmodels, Scikit-learn, NLTK), SQL (PostgreSQL, MySQL), and R Studio.
Professional in Financial Reports, Fund Valuation, Bloomberg Terminal and Excel (Pivot, VBA).
Excellent in EDA Analysis, Statistical Modeling, Hypothesis Testing, Time Series and Baktesting.
Experienced in Scikit-learn, Regression, Classification, Clustering and Natural Language Processing.
Outstanding in ETL, Spark, and AWS (EC2, S3, EMR, Athena) and Shell Script (Bash).
Expert in Tableau, Matploblib, PowerBI, and various plots types.
Aug 2023 - June 2025
Master of Science in Information Systems: Data Analytics
July 2017 - July 2019
Master's Degree: Accounting and Finance