Aug 2020 - Present
• Develop financial reports covering portfolio returns, risk statistics, and asset allocation for internal and external clients
• Work with portfolio managers and conduct performance analyses and security research
• Manage 2 multi-asset onshore fund accounts by administering trades, identifying appropriate asset allocations, leading routine meetings, preparing reports and forecasting cash flow with annual transaction amount to 80 million USD
• Research the impact of investment actions and execute detailed risk assessment reports dashboard
• Construct market exposure valuation and offer investment recommendations with python to construct risk breakdown for undermanaged funds