Joe Sun
Treasury Analyst @China Merchants Bank
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WORK HISTORY
Treasury Analyst @China Merchants Bank
New York, NY, US
EDUCATION
上海市实验学校
High School Diploma, High School/Secondary Diplomas and Certificates
The Ohio State University Fisher College of Business
Bachelor Science of Business Administration - BSBA, Accounting
Harvard Business School Online
Other; Certificate in Business Analytics
Duke University Pratt School of Engineering
Master of Engineering - MEng, Financial Technology
ABOUT JOE SUN
I recently graduated with a Master of Engineering in Financial Technology from Duke University’s Pratt School of Engineering, and I am currently interning with DataMIMO, where I focus on financial modeling, portfolio optimization, and data-driven analysis.My professional experience spans auditing, structured finance, and risk assessment at organizations such as Ernst & Young, Microsoft, DTCC, and China Chengxin Credit Management. Across these roles, I have worked on projects ranging from automating news curation with AI for risk monitoring, to applying DuPont and factor analysis across the S&P 500, to supporting audit and financial reporting engagements.Fluent in English and Chinese, with professional proficiency in Japanese, I combine strong cross-cultural communication skills with advanced technical expertise in Excel, PowerPoint, and Python. I am passionate about applying technology and analytical rigor to solve complex financial challenges, and I am actively seeking full-time opportunities where I can contribute to strategy, analysis, and execution in global markets.
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