Professional Experiences
1. Post-Doctoral Researcher—Health Insurance, Capital Markets, Macro-prudential (Nov 2019-Present, NAIC)
Conduct health insurance related analyses and researches, i.e. wellness programs, health care cost drivers, market participation, underwriting profitability, etc.
Fulfill research and analysis needs for NAIC Capital Market Bureau’s insurance industry infrastructure investment project, including fixed income credit performance analyses, equity key performance measures analyses, keep abreast of industry-related news flow, etc.
Conduct quantitative analyses on insurance industry macro-prudential, including collects and analyses data on macroeconomic conditions, etc.
Other studies include the application of health care cost actuary model, health insurance knowledge survey analysis, Model Law adoption analysis, Business Interruption-related analysis, etc.
Software: Tableau, Excel, Stata, R
2. Research Staff (May 2019--Sep 2019, Harvard Business School, Boston, MA)
Fulfilled all research support duties for a Professor at Harvard Business School for two projects over the summer of 2019
One project evaluates the impact of the JOBS Act on the hedge fund industry; the other project investigates the non-profit organizations' revenue effect from the churn of the person in charge
Software: STATA, LaTex, Excel
3. Private Equity Intern (Apr 2019--May 2019, Ocean Trail Partners, Boston MA)
Conduct extensive research and due diligence on potential acquisitions within the lower middle market
Produce reports/PowerPoint slide decks on compelling potential investments supported by quantitative and qualitative data to help identify strong investment opportunities
Set up and maintain an Excel database for determining attractive investment opportunities
4. Program Assistant—SAS (Jan 2012--May 2012, D’Amore-McKim School of Business, Northeastern University, Boston, MA)
Fulfilled all program assistant duties in a team of five members led by a faculty of School of Business to support a U.S. nationwide hospital study
Cleaned and manipulated raw data (e.g. Fuzz lookups in Excel, process missing values, create pivot tables, etc.) of total 20 GB
Furnished data insights, proposed and applied analytical approaches (e.g. ANOVA analysis, F-test, etc.) to address challenging issues arising in the project, the schedule is one and half month ahead of the original plan
5. Research Assistant—Mobile Marketing (Sep 2011--Dec2011, D’Amore-McKim School of Business, Northeastern University, Boston, MA)
Conducted detailed investigative literature research and produced reports of 150+ papers/articles/cases on mobile marketing
Performed extra tasks due to good job performance, such as created
PowerPoint Slide decks for professor's presentation
6. Project Assistant—Cost-Benefit Analysis (Jan 2008--July 2008, Yellow River Conservancy Commission, Ministry of Water Resources, China)
Reviewed and documented current projects, identified areas for improvement and provided recommendations to the appropriate groups
Gathered data and developed statistical analysis, such as pioneered the use of the cost-benefit analysis on the potential investment project
Coordinated and updated meetings with multi-functional teams