• Equity & Fixed Income Index Analyst

    at Bloomberg LP

    April 2018 - at Present


    • Relationship Management – Cover major index provider accounts including S&P, MSCI & FTSE, and APAC exchange indices, responsible for new index launching projects to the Bloomberg terminal; educate clients on index related calculations including index prices and fundamentals • Data Analysis - Developed machine learning models to forecast the membership changes for Hang Seng and SHSZ300 index in their next rebalances; gained an in-depth understanding on rebalancing methodologies • News Assist - Identify the recently financial market trends and wrote data-driven news by analysing the macro and fundamental datasets, and research into the topic relevant companies and industries • Data Management - Maintained the Bloomberg index database, responsible for data processing, index related data calculations, publications and quality controls

  • Risk Summer Intern

    at Prudential plc

    July 2017 - September 2017


    • Credit Risk Assessment – Assisted in Management Information Report writing by analysing the groups’ top 10 funds in the portfolio, analysed the funds characteristics and identify the overall credit risks • Data Analytics - Developed machine learning models by using R programming language to identify the relationships between the corporate’s NAV and various risk factors using 500,000 data records • Risk Assessment Project Leader - Led all the interns to conduct a research on the company’s insurance products, and presented the final findings including risk factor exposures and potential emerging risks to the senior management

  • Part-time Investment Research Analyst

    at Envestors Limited - Venture Capital

    March 2017 - April 2017


    • Chinese PE Market Research - Wrote a 15-page report on the China online Private Equity investment market; identified key city hubs and key Private Equity investment platforms, analysed relevant news, articles, policies and regulations on online private equity and venture capital investment • Business Development - Compared the business models of multiple Chinese online PE investment firms, identified potential business partners and assisted with developing Chinese market entry strategies for company’s investment business and platform business

  • Overseas Investment Management Summer Intern

    at Ping An Trust

    June 2016 - August 2016

    Shanghai Shi

    • Client Portfolio Management - Assisted with deals pitching to clients, assisted with preparation of contracts and transaction placements for 10 clients’ deals, and conducted performance attribution analysis on the clients’ portfolios • Due Diligence - Assisted with due diligence of a Leveraged-Buy-Out deal, conducted industrial and market research into the Chinese real estate market for the deal • Deal Assistance - Assisted with the Limited Partnership deal structure and Overseas Direct Investment procedures for an PE fund investment deal, including creating SPVs and monitoring transactions


  • cfa level 2 candidate

    at CFA Institute

    2019 - at Present (1 year) Singapore

  • • MSc Economics and Strategy for Business

    at Imperial College London

    2016 - 2017 (1 year) London

  • • B.Eng Engineering Systems and Design

    at Singapore University of Technology and Design

    2012 - 2015 (3 years) Singapore


  • English Negotiation

  • Chinese Native