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Hong Kong Financial Reporting

Location:
Staten Island, NY
Posted:
October 10, 2024

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Resume:

Qinyu Liu

New York, NY,***** 917-***-**** ***********@*****.***

PERSONAL EXPERIENCE

FTLife Insurance Company Limited Hong Kong, China

Market analysis Intern November 2022 – January 2023

• Conducted the comprehensive market research by performing SWOT analysis in four critical areas, including market dynamics, core competencies, product logic, and customer profiles

• Boosted first-year revenue by 8% through introducing dynamic pricing strategies after analyzing the insurance market and supply dynamics in mainland China, leading to successful local partnership

• Achieved a remarkable 10% increase in market share within a few months by conducting a thorough analysis of Shen zhen market entry feasibility through cross-functional collaboration SKILLS

Software Python, SQL, Excel, Word, Power Point, Tableau Financial skills machine learning Financial Accounting Financial reporting auditing Business analysis EDUCATION

Fordham University GPA:3.5/4.0 New York, NY

Master of Science in Finance December 2024(Expected) Major courses: Corporate Finance, Computation Finance, Investment Application, Financial Market Hong Kong Metropolitan university Hong Kong, China Bachelor of Business Administration in Professional Accounting July 2023 Major courses: Auditing, Taxation, Company Accounting, Advanced Financial Reporting and Analysis PROJECTS

Bloomberg Trading Challenge October 2023 - November 2023

• Led a team of four students to manage a $1 mm dollars portfolio of large-cap, mid-cap, and small-caps

• Utilized technical analysis and stock valuation techniques to evaluate the equity markets, ensuring the optimization of the $1 mm dollars portfolio and informed decision-making during specific market conditions

• Monitored news flow for portfolio holdings to identify the impact of various industries in allocation

• Ranked 38th in the US region out of 500 with a portfolio return of 7.9 percent McKinsey, remote June 2022 – August 2022

Summer Consultant Assistant

• Informed strategic decision making to client by executing in depth research on fund consignment business, including market trends analysis, regulatory frameworks, customer characteristics, competitive landscape

• Increased customer retention target by 10 % through Designed and implemented a customized analytical model within the Customer Relationship Management (CRM) system to reduce response time

• Increased first-quarter returns to 12% through data-driven analysis of a $10 million portfolio benchmarked against four major banks; And continuously monitor on performance to align it with client objectives Hong Kong ACCA Business Competition. November 2020 – January 2021 Team Leader

• Developed a resilience strategy to ensure continuous operations in the industry by discussing and studying how to effectively convert offline business into online activities during covid-19

• Achieved the goal of a 10% user rate increase by improving user experience as well as market position through utilizing big data to review zoom 2019 profitability and user usage

• Proposed the Zoom Virtual Theater project and ensured its profitability by designing a workable budget included financial data from Zoom and two main virtual business and equipment manufacturing companies Financial market and Investment Portfolio October 2021 – January 2022

• Skillfully optimized a portfolio of 10 individual stocks by implementing the Markowitz model alongside advanced index models, crafting intricate investment analysis models that maximized returns

• Fronted significant results by producing a detailed report on the 'Maximum Profit Portfolio,' utilizing Excel's VLOOKUP and other methods to optimize returns and minimize risks for a selection of 10 stocks

• Guided data-driven decision making by analyzing the 10 stock portfolios for maximum and marginal profits, increasing portfolio returns by 15% in the first quarter



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