During my internship in the FSI group, I participated in the preparation and review of the audit report of the 630 project team of China Post Securities. Includes review of general ledger transactions and the identification of errors or irregular entries.
I am mainly responsible for data sorting, drawing, drafting, and checking reports. All of the reports and data that I have looked over are accurate. The high efficiency and meticulous earnestness have been recognized by the leadership.
Assistant of Digital Finance Department
Guotai Junan Securities
06.2021 - 09.2021
Actively cooperated and successfully marketed clients, while doing a lot of work in solving problems and improving client satisfaction
Cooperated with investment consultants to provide capital market analysis reporting materials and provided a lot of valuable information
Positively participated in organizing and arranging various activities of the company, and enhanced personal organizational and coordination skills
Stock-track Option trading, Sep2020-Dec2020, The project involved the use of many derivatives, including call/put option covered call straddle protective put, etc. Hedging risks based on the prediction of the stock's movement, making profits and limiting losses.
Asset allocation and management of ETF portfolio, 2021 Summer, Assume a fixed asset accumulation and allocation in different types of ETFs (active/passive, hedge/unhedge) and balance risk and return according to my situation and analysis.
Currency trading exercise on OANDA, Sep 2021–Dec 2021 Use technical and fundamental analysis to predict international currency trends and select currency pairs to earn money. I am good at technical analysis, analyzing currency trends and choosing the right pairs of profitable currencies.