mengerwen

- Independently collected and processed historical LOF/ETF fund data using Wind and Excel, predicting daily NAV with an error margin <1‰. Designed a Python-based arbitrage strategy leveraging the gap between estimated NAV and market prices. This methodology was later integrated into the team’s daily operations. - Conducted IRR analysis for Manulife Hong Kong’s 2024 insurance product Heritage Protection Plan using Excel, benchmarking against U.S. Treasuries and corporate bonds. Concluded the product’s suboptimal returns, leading to a formal “not recommended” verdict. The recommendation was adopted by the company. - Collaborated on a property industry research report, focusing on Country Garden Services’ financial performance. Analyzed fee-conversion ratios and PE valuation trends, concluding overvaluation and issuing a “sell” recommendation.

- Acquired foundational knowledge in financial services and assisted investment advisors in developing business strategies for margin trading, options, and institutional fund distribution. - Independently analyzed key points of the 2024 policy Guidelines for Private Securities Investment Fund Operations under mentorship. Deliverables were utilized as final presentation materials at the Ningbo Branch Private Fund Prime Brokerage Business Seminar.