Atika Capital

Investment Analyst

Equity Long/Short Hedge Fund (AUM: 500M)

• Unearthed the total available market, potential revenue trajectory, competition landscape through 20+ interviews with cross-sectors industry experts and meetings with company executives
• Generated an investment idea for GO with DCF model, received buy-in from analysts and portfolio manager, and realized 18%+ 2 months return
• Covered 10+ consumer and technology small and mid-cap growing stocks including GO, BYND, WE, EHTH, INSP

THE GIFT

Co-founder

A Platform for Artists with Autism and Special Needs

• Designed an architecture of website integrating with a database and worked with an engineer to implement in AWS
• Developed a business model by identifying potential markets of corporate social responsibility fund, licensing artworks with three NGOs, and implementing production cycles with one gallery and two stationary factories
• Conducted extensive survey for 130+ potential customers to optimize the customer satisfaction by improving designs of valued-added derivative products originated from artworks by autistic artists

Columbia Business School

Research Assistant

Prof. Anton Lines and Prof. Simona Abis

• Conducted research on strategy and risk paragraphs in 800+ mutual fund prospectuses by Natural Language Processing
• Analyzed funds investment behaviors by clustering algos; designed interactive 2D/3D plots to visualized data

BloomTree Partners

Summer Quantitative Analyst

Equity Long/Short Hedge Fund, Seed Fund of Tiger Management

• Built toolkits to analyze macroeconomics factors by minimum spanning tree and K-Means clustering in Python
• Revamped stock sentiment signal by extracting and identifying trade-on ratios trends through Bloomberg API; integrated into web portal and back-tested accuracy by forward-alpha to improve 35% accuracy
• Constructed a prediction model by integrating credit card sales and web traffic data, and generated signals by comparison with consensus estimations

HECHUAN AUTOMATION

Financial Manager

System Design and Wholesaling Company

• Invested over ¥500,000 ($72,500) liquid asset on money market products and stocks from whitelisted financial services
• Spearheaded evaluation and bidding for three thermal projects generating over ¥8,000,000 ($1,150,000) gross revenue
• Managed partnerships with domestic and foreign vendors and clients across 5+ countries/regions

UBS

Operation Analyst

• Conducted prices, payoffs adjustment and risk metrics (Delta, Gamma) analysis for over 10 equity markets
• Enhanced trade capturing process resulting in 67% increase of trade accuracy and efficiency: automated event-driven adjustments for single stock, exchange-traded derivatives, over-the-counter options, warrants, and synthetic futures
• Initiated non-deliverable forward automation project with 10 team members to smooth front-to-back trade flow, justifying 100% increase in trade processing efficiency and accuracy for over 2000 deals/monthly