Muyao Cao

Quantitative Risk Analyst in Finance @Bh Asset Management Llc

Greenwich, CT, US

Export MV(market value) and TR(Transaction) data from the company\'s portfolio management system, combine MV and TR data with VBA, and further generate query, holdings and performance to better present the positions of the company\'s portfolio and the gross return generated every month.•Upload the holdings file of Enhanced Dividend, International, Large Cap and Large Cap Growth to Bloomberg terminal, and use port function to evaluate the performance of each strategy, Compare the risk and fundamental information with benchmark, and update the information on the corresponding pitch books.•Use the screening function on FactSet to monitor the criteria of existing strategies and combine the function of optimizer on Bloomberg terminal to give adjustment suggestions on the positions of current strategies.•Use the portfolio feature of Morning Star to set up watchlist for ETFs to monitor its real-time performance and make a summary and slides for customers in a half-year cycle.

University of Connecticut

Master's degree, Financial Risk Management

Zhengzhou University of Light Industry

Bachelor's degree, Public Service Administration