Apr., 2006-May, 2007, work for Morningstar Inc. as Performance Data Analyst,
Job Description:
◇ Maintain daily update of about 2000 open end funds’ performance data on UK, Luxemburg and Ireland market; and then switch to take care fund performance on Hong Kong and Singapore market;
◇ Communicate and cooperate with fund management companies and fund custody banks, such as JP Morgan、Credit Suisse Group、Fidelity、Mellon Bank、HSBC etc., to ensure performance data transferred smoothly from these business partners to Morningstar;
◇ Do quality audit for the received performance data; analyze reasons that resulted in inaccurateness and then confirm with fund companies or custody banks;
◇ Collect month end prices and distributions of each fund for Morningstar rating calculation.
◇ Complete projects assigned by leaders, main completed projects as follows:
a. Under guidance of US headquarters experts, devised the QA model for Total Net Assets data collection, which now has been applied to the Morningstar Europe Database;
b. Organized and implemented the Total Net Assets Coverage Improvement Project; succeeding in enhancing the TNA coverage of Europe Database by 6%, around 3600 funds increased.
c. Took part in the Standard & Poor’s fund data integration project after S&P fund data business acquired by Morningstar.
May, 2007-Present, work for Morningstar Inc. as Data Quality Assurance Analyst,
Job Description:
◇ QA ‘Morningstar Direct’, a database based software for institutional investors to do investment research and analysis, to find out data relevant issues and propose improvements for the product.
◇ Provide after sales services for the product to clients in assisting them to solve data issues.
Computer Skills
◇ Proficient in Microsoft Office applications: Word, Excel, PowerPoint;
◇ Skilled in using SPSS, Excel for data analysis and chart making;
Interest and Hobbies
◇ Playing football;
◇ Reading, esp. those on History, Geography, Science and Economics.
Language Proficiency
◇ Good command of English ( daily working language); CET-6;
◇ Fluent in Mandarin and Cantonese.
Main Experience in School
1、Aug., 2005-Dec., 2005, work for Guangzhou Academe of China Telecom as Assistant Researcher of Market Research Dep.,
◇ Sorted documents and data of the projects of recent years to present into quantitative ones and qualitative ones;
◇ Used SPSS to make chats and tables to reflect the quantitative data;
◇ Summarized the qualitative documents; uploaded the chats and tables to the database as well as the summarized documents.
2、May, 2005
Power Marketing Planning Office,
Project team member of “Marketing Planning for Xiangxue Pharmaceutical Co., Ltd”,
◇ Dealt with survey, data analysis, consumers’ behavior analysis and plans of public relations.
3、Nov., 2004
Led a team to attend the ‘Marketing Planning Contest for Guangzhou Universities’,
◇ Be responsible for the Environment Analysis; maintained good communication among the teammates.
Awards in School
◇ 2004,2005 Twice awarded SCUT Title of ‘Three-Goods’ Student and Scholarship;
Main Courses
◇ Higher Mathematics(92); Statistics(82); Economics(82); Investment(85); Economic Law(87);
◇ Financial Management(89); Business English(88); Accounting(83); Taxation(81);
◇ Project Management(81); Probability Theory and Statistics(88);.
Job Description:
◇ Maintain daily update of about 2000 open end funds’ performance data on UK, Luxemburg and Ireland market; and then switch to take care fund performance on Hong Kong and Singapore market;
◇ Communicate and cooperate with fund management companies and fund custody banks, such as JP Morgan、Credit Suisse Group、Fidelity、Mellon Bank、HSBC etc., to ensure performance data transferred smoothly from these business partners to Morningstar;
◇ Do quality audit for the received performance data; analyze reasons that resulted in inaccurateness and then confirm with fund companies or custody banks;
◇ Collect month end prices and distributions of each fund for Morningstar rating calculation.
◇ Complete projects assigned by leaders, main completed projects as follows:
a. Under guidance of US headquarters experts, devised the QA model for Total Net Assets data collection, which now has been applied to the Morningstar Europe Database;
b. Organized and implemented the Total Net Assets Coverage Improvement Project; succeeding in enhancing the TNA coverage of Europe Database by 6%, around 3600 funds increased.
c. Took part in the Standard & Poor’s fund data integration project after S&P fund data business acquired by Morningstar.
May, 2007-Present, work for Morningstar Inc. as Data Quality Assurance Analyst,
Job Description:
◇ QA ‘Morningstar Direct’, a database based software for institutional investors to do investment research and analysis, to find out data relevant issues and propose improvements for the product.
◇ Provide after sales services for the product to clients in assisting them to solve data issues.
Computer Skills
◇ Proficient in Microsoft Office applications: Word, Excel, PowerPoint;
◇ Skilled in using SPSS, Excel for data analysis and chart making;
Interest and Hobbies
◇ Playing football;
◇ Reading, esp. those on History, Geography, Science and Economics.
Language Proficiency
◇ Good command of English ( daily working language); CET-6;
◇ Fluent in Mandarin and Cantonese.
Main Experience in School
1、Aug., 2005-Dec., 2005, work for Guangzhou Academe of China Telecom as Assistant Researcher of Market Research Dep.,
◇ Sorted documents and data of the projects of recent years to present into quantitative ones and qualitative ones;
◇ Used SPSS to make chats and tables to reflect the quantitative data;
◇ Summarized the qualitative documents; uploaded the chats and tables to the database as well as the summarized documents.
2、May, 2005
Power Marketing Planning Office,
Project team member of “Marketing Planning for Xiangxue Pharmaceutical Co., Ltd”,
◇ Dealt with survey, data analysis, consumers’ behavior analysis and plans of public relations.
3、Nov., 2004
Led a team to attend the ‘Marketing Planning Contest for Guangzhou Universities’,
◇ Be responsible for the Environment Analysis; maintained good communication among the teammates.
Awards in School
◇ 2004,2005 Twice awarded SCUT Title of ‘Three-Goods’ Student and Scholarship;
Main Courses
◇ Higher Mathematics(92); Statistics(82); Economics(82); Investment(85); Economic Law(87);
◇ Financial Management(89); Business English(88); Accounting(83); Taxation(81);
◇ Project Management(81); Probability Theory and Statistics(88);.
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