Work experience

• Business Analyst (contractor)

  HSBC Bank (China) Limited

  2024.05-2024.08

  (4 months)

  . Responsible for RRIS (Regulatory Reporting Integrity System) clean-up projects: organizing bank regulatory system reports; communicate with the report makers/owners/checkers within the branches, and record the details and requirements of each report.
• Officer (contractor)

  Citibank China, Global Markets

  2022.06-2023.12

  (2 years)

  . Manage routine/ad-hoc regulatory reports, send reminders and collect info from data providers; . Consolidate all inputs and have a preliminary review to identify any missing /mistakes against the requirements; . Manage to upload the sales' rev data in the timely manner; . Co-work with tech colleagues, and achieving the Phase I in Term sheet automation.
• Fund Operation Specialist

  Noah Holdings

  2020.06-2022.05

  (2 years)

  . Fund Operations: mainly responsible for private fund transfer business; supervision and audit work, implementation of fund operation internal control system, rules and regulations; . Business Handling: CBS system transaction maintenance; Using TA system to query customer transaction information, carry out quarterly transfer self-examination, assist financial planner to improve customer PI expiration, risk measurement expiration, implementation of anti money laundering, KYC information; . Document management: transaction connection, contract printing, form printing, duration material collection and delivery; account opening documents, transaction forms, contracts and other files recovery, transfer, file system operation.
• Fund Operation Specialist

  ShengXi PEAsset Management Enterprise

  2019.02-2020.05

  (a year)

  . Policy monitoring: master the fund industry regulations, policies, important professional and business information trends; . Platform management; update China Fund Association Asset Management Platform, Private Fund Information Disclosure Backup System, China Foundation Association Employees Platform, Fund Industry Association Distance Learning Platform.

Educational experience

• University of Glasgow

  International Finance

  2017.09-2018.12

  (a year)

  Master in International Finance
• University ofPlymouth

  International Finance

  2013.09-2017.06

  (4 years)

  Upper second degree

Languages