Jarislowsky, Fraser Limited

> Participate in a review of FATCA/CRS electronic and paper records to assess the accuracy of electronic recordkeeping and the effectiveness of JFL’s operational procedures. Responsibilities included data queries, aggregation, and analysis, interpretation and summary of findings presented to my managers. As part of this initiative I was able to identify areas of focus, potential deficiencies in recordkeeping and data fields for reconciliation with paper records.
> Participate in the development of a Policies and Procedures Library which required cataloguing from multiple sources, reviews for application scope, version control and policy ownership. The library ensures a centralized, master reference document that tracks policy stakeholders, required approvals, the time period for policy review, and policy location.
> Developed reports using database query tools to strengthen JFL’s oversight and monitoring of the AML/ATF and Sanctions program. In particular, I created monthly Client Risk Rating exception reports to identify any risk ratings not produced within program time frames.
> Supported my manager in developing and enhancing internal monthly reporting of key AML KYC data to ensure JFL maintains effective AML controls.
> Developed an Operational Dashboard and Project Tracker template as key tools for management to track from month to month non-financial risk indicators, first-line operational effectiveness and project statuses.
> Supported the Business Risk and Controls team with the timely development and completion of ad hoc reports
> Accomplished general tasks requested by my managers.

Business Risk Analyst

ELNA Medical

> Collect Data through Power BI tools & third party connectors to retrieve data from social platforms
> Design several dashboards for Elna's Marketing and Business Development Departments' data visualization

Elna Medical - Analytics Academic Consulting Project, Data Scientist - UI/UX

> Retrieve data of over 40 macroeconomic factors from Capital IQ and then rank their relevance with S&P 500 stock index
> Planning to build a machine learning model (neural network) to predict the future return and risk of each stock in S&P500
> Planning to make a data visualization dashboard of financial forecasting with Tableau

TD bank - Analytics Academic Consulting Project, Data Scientist - Modeler

Huatai Financial Holdings (Hong Kong) Limited

> Analyzed various industry information with corporate news and then wrote weekly market investigation reports.
> Collected Chinese and US stock markets’ day-to-day data from Wind and Bloomberg and analyzed future trends.

Intern at Asset Management Department

Deloitte Digital

> Analysed the user segmentation (e.g. age, gender, income) and their preferences for new products.
> Visualized the data like active duration and active device retention rate of App users and provided suggestions.

Intern at Innovation & Digital Development Center

Fuanda Fund Management Corp

> Assisted in identifying new factor in A-stock market in the aspect of volume-price trend and market divergence. 
> Assised in construction of FOF such as analyzing the historical performance and optimal weight of sub-funds during different periods.

Intern at Multi-Asset Investment Department

Sinolink Securities Co., Ltd., Research Division

> Assisted in the analysis of bond portfolio to collect quantitative data and corporate news.
> Assisted in write weekly and monthly report of the Chinese bond market.

Intern at Bond Financing Department

Shanghai Pudong Development Bank

> Assisted in collecting and classifying of tenant contract that company has cooperated in recent years.

Passionate about leveraging data analytics, modeling, and visualization techniques to drive business insights and enhance risk management strategies.

I constantly explore innovative methodologies in data analysis to enhance data extraction, exploration and modelling, ensuring superior insights from datasets through rigorous data-driven strategies.

Recognized for expertise in complex data analysis, modelling, and risk management, with a focus on increasing firm value through innovative tools and approaches.

Seeking a business analyst position in the banking and finance industry to apply data science skills and drive informed decision-making.

Proficient in Python, R, Excel VBA, SQL, Agile, Jira and Power BI & Tableau, with certifications including Financial Risk Manager (FRM) and ongoing pursuit of CFA Level 2.

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Xiaoyu (Riley) Zhu, FRM's Linkedin Analytics

Xiaoyu (Riley) Zhu, FRM

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Xiaoyu (Riley) Zhu, FRM

Want to drive more opportunities from LinkedIn?

Xiaoyu (Riley) Zhu, FRM's Linkedin Analytics