Hongyi Chen
Looking for jobs in China, Research Analyst at BTS Asset Management
- Role
- Research Analyst at Bts Asset Management
- Location
- Bedford, MA, US
- LinkedIn followers
- 500 followers
Experience
Research Analyst
Jan 2019 — Present · Boston, MA, US
Interpret mutual fund data and prepare plans of action for the investment decision process and the next action taken for a fund in an investment committee2. Create and update quarterly reports which analyzes returns and volatilities of funds created within BTS compared to a suitable industrial benchmark to help marketing promote products to the public3. Build portfolios and to balance risk and return for performance optimization4. Build links between Excel, PowerPoint and Publisher to automate financial analytic model updates to ensure accuracy and improve efficiency5. Participate in collaboration with clients and external investment bankers to further BTS’s investment objectives6. Conduct back-testing to compare the effectiveness of technical indicators for individual funds selected in portfolio, such as CCI, MACD and KDJ indicator7. Migrate reporting system from Evestment to Morningstar, compared calculation methodology of ratios and adjust data for integrity, explain difference in between for customer’s better understanding
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