Teaching & Professional Skills

Teaching Experience

Teaching Interests: 

Financial Management / Investments /  Sustainable Finance / ESG Investing /  Financial Markets / Derivatives / Fixed Income

Instructor, Department of Finance, IE Business School, IE University 

• Readings in Finance (PhD, Co-teach), 2023-2024

• Fundamental Finance (Master in Management), 2022-2024

Instructor, Department of Finance, The Chinese University of Hong Kong

• Financial Management (Undergraduate), 2019 Summer

-- Raw Score 5.69/6.00; Adjusted Score 5.83/6.00 

Teaching Assistant, Department of Finance, The Chinese University of Hong Kong

• Investment Analysis & Portfolio Management (Undergraduate), 2017-2020

• Empirical Asset Pricing (PhD), 2020 & 2021

• Asset Pricing Theory (PhD), 2021 

Professional Skills

Qualification:

• Chartered Financial Analyst (CFA) Charterholder since July 2021

Skills:

• Programming: SAS, Stata, SQL, Python, VBA, R, Eviews, MS Office

• Databases: 

  • WRDS: CRSP, COMPUSTAT, Factset, Thomson Reuters, I/B/E/S, ISS, WorldScope, Markit, FISD, Option-Metrics, Trace.

  • ESG & Climate data: MSCI KLD, MSCI IVA, Thomson Reuters ASSET4, Sustainalytics, RepRisk, EPA, CDP, Trucost.

  • Others: Bloomberg, DataStream,  Morningstar, CBOE / ISE Open-Close, eMAXX. 

• Languages: Mandarin (Native), English (Fluent), Cantonese (Fluent)

Past Professional Experience:

• Quantitative Researcher, LIM Advisors Limited, Hong Kong (Jul 2017 - Dec 2017)

• Global Strategy Intern, Cigna International Corporation, Hong Kong (Jun 2015 - Aug 2015)

• Project management assistant, Landair Project Resources, Inc, New York (Jul  2014 - Aug 2014)

Extra-Curricular Activities:

• Resident Hall Tutor, Lee Wo Sing College,  the Chinese University of Hong Kong (2020 –  2022)

• Resident Hall Tutor, United College, the Chinese University of Hong Kong (2017 –  2019)

• Citi Hedge Fund University, Hong Kong (Aug 2017)

• Leader, REIC Research Team, Real Estate Investment Club of CUHK (Jan 2016 –  Apr 2016)

• Participant, Cross Cultural Internship Program (Jul 2014 – Aug 2016)

• Leader, CIMA Global Business Challenge, 3rd  Runner-up in Hong Kong Final Round (Mar 2014 – Aug 2014)

• Voluntary teacher, Huangcao Primary School, Guizhou Province (Aug 2013 - Aug 2013)

• Volunteer,  Yak Chak Service-learning Program –Myanmar Service Learning Trip (Jan 2013  - Jan 2013)