M.

- Assisted in integrating API interfaces for multiple renowned exchanges (such as Binance, OKX, Kraken, etc.), ensuring accurate display of assets and transaction records and successful reconciliation. Analyzed business logic of various financial products and accurately presented them in the system to support upper-level PnL and fund NAV calculations. Successfully completed generation of external trading volume documentation for the 1Token system. - Conducted in-depth research and analysis of leading Web3 PMS/OWMS competitors. Drive the team to complete detailed market research reports, providing basis for product optimization. - Served as Customer Success Manager for audit and asset management clients, including audit clients such as Berkower, Cohen, and Bolder. Shared best practices to help clients efficiently query historical positions and trading P&L, thereby accelerating completion of reconciliation reports. Served asset management clients such as Liquibit and IOBC, assisting in resolving Trade PnL and NAV maintenance-related issues to enhance customer experience.

- Identified the pain point that investors' $400 million in assets were scattered across more than 10 private banks, leading to inefficient asset management. Led the development of a digital wealth management platform based on Feishu. Designed 5 core dashboards covering major asset allocation, return attribution analysis, and risk indicator monitoring, and built 11 key data modules including product basic information, historical performance, and risk-return metrics, achieving real-time monitoring and multi-dimensional analysis of all assets. This platform significantly improved investment management efficiency, gained high recognition from investors, and completely replaced the original Excel/PPT analysis model, providing systematic support for asset allocation decisions. - Planned and implemented institutional asset pool digitalization management project, building classification architecture covering investment banking, private banking, hedge funds, private equity and other categories based on Feishu platform. Connected with private bank RMs from JP Morgan, Citi and others to obtain updates on leading funds like Bridgewater and AQR, developed data visualization dashboards to achieve full lifecycle product tracking, significantly improving investment analysis efficiency. - Built product analysis and post-investment management systems, established standardized due diligence frameworks for alternative investments such as Ardian and Blackstone, as well as structured products like FCN and CLN. Designed multi-dimensional evaluation models including return indicators such as IRR, PME, TVPI and risk indicators such as volatility and Sharpe ratio, providing quantitative basis for product screening and investment decisions.

Core Modules: 1. Corporate FInance (90/100) 2. Investment (94/100) 3. Financial Statement Analysis (91.4) 4. Hedge Funds and their investment decisions (86/100) 5. Managerial Accounting (92.8/100) 6. Fund Management (83/100) 7. Merger, Acquisition and Corporate Restructuring (87/100) 8. Econometrics (89/100) 9. Behavioral Finance (90/100)

modules: 1. The Pricing of Securities in Financial Markets (93/100) 2. Economics of Financial Markets and Intermediation (95/100) 3. Fixed Income Securities (73/100) 4. Corporate and Investment Banking Services (70/100) Workshops: 1. Bookkeeping essentials 2. Life of an analyst at Mintel 3. EBS Bame Employability Workshop 4. Startup events