何雅晴 HE Ya Qing, Arkin

硕士 - 专业会计与企业管治 MSc - Professional Accounting and Corporate Governance

GPA: 3.4/4.3 | 香港

• 相关课程：公司治理（A-），商业与公司法（A-），财务会计（A），成本会计（A-），财务管理（B）
• Relevant Courses: Financial and Management Accounting (A), Corporate Governance (A-), Law Relating to Business and Companies (A-), Cost and Management Accounting (A-)

本科 - 双学士：旅游管理（主修）+ 应用心理学（辅修） Bachelor - Double Degree: Tourism Management (Major) & Applied Psychology (Minor)

GPA: 3.63/5.0 | 广州Guangzhou

• 英语六级（CET-6）：566 | 相关课程：宏观经济学（95），定量研究（92），商务统计学（87），企业财务管理（92）
• CET-6: 566 | Relevant Courses: Macroeconomics (95), Quantitative Research: Approaches and Methods (92), Statistics for Business (87), Financial Management for Enterprises (92)

• 流程搭建：梳理跨境贸易订单外汇风险管理流程，围绕订单币种、金额、预计收款时间、账期及资金去向，搭建汇率敞口识别、锁汇申请、结汇/购汇审批及留痕机制
• Mapped FX risk management workflows for cross-border trade orders, including exposure identification, hedging application, FX conversion approval, settlement tracking and audit trail documentation
• 数据跟踪与表单设计：协助设计锁汇申请、结汇/购汇申请及应收账款账期跟踪表，支持外币收款、回款进度、账期安排及汇率风险敞口预警
• Assisted in designing FX hedging request, FX purchase/sale approval and AR aging tracking forms to support receivable collection, payment scheduling and regular exposure monitoring
• 交易审批风险控制：在报价与合同评审流程中嵌入汇率风险控制要求，推动将汇率变动、锁汇成本、付款方式、运营成本及项目利润测算纳入审批
• Embedded FX risk control into pricing and contract review, integrating exchange-rate movements, hedging costs, payment methods, operating costs and project profit estimates into approvals

• 行业与公司分析：进行行业和上市公司基本面分析，包括评估财务指标、行业知识和估值体系，协助导师完成80%的研究任务，包括行业和公司研究、分析和组织各种研究报告或专题
• Performed fundamental analysis on listed construction-sector companies, covering profitability, cash flow, valuation, industry dynamics and sector knowledge; supported 80% of the mentor's research workflow
• 支持性任务：负责20%的日常支持性工作，如数据和资料收集、会议及研究笔记的整理，以及定期报告的准备
• Assisted in daily support tasks including data collection, meeting notes organization, and regular report preparation
• 撰写研究报告：参与撰写3份研究报告，通过实践加深对行业研究框架的理解
• Co-authored three published research reports, deepening hands-on understanding of industry research frameworks and equity valuation methodology

• 企业账户全生命周期管理：负责企业开户、变更及维护，处理大额转账、票据托收及批量支付，执行 KYC 审核与交易监控，防范合规与反洗钱风险
• Handled corporate account opening, changes and maintenance; processed large-value transfers, cheque collections and batch payments; conducted KYC reviews and transaction monitoring to mitigate compliance and AML risks
• 跨境结算与结售汇业务：依据外管局政策审核对公客户跨境收汇的真实性与合规性，办理经常项目下的结售汇及国际收支申报，确保跨境资金流转合规安全
• Reviewed corporate cross-border receipts under SAFE regulations and processed FX purchase, sale and balance-of-payments reporting under the current account

• 数据分析：协助设计并执行 200 份新能源汽车消费者问卷，运用 SPSS 进行相关性分析与回归分析
• Designed and analyzed consumer research questionnaires, using SPSS and Excel to clean, integrate and analyze automotive consumer data for industry research projects
• 成果呈现：运用 Excel 图表和 PowerPoint 报告呈现研究结论，为广汽产品定位提供决策支持
• Produced data visualizations and presentation materials to communicate research findings that informed product positioning recommendations for an EV manufacturer
• 现场协助：参与组织和协调3场线下用户座谈会，收集并整理消费者需求，以支持产品改进和决策制定
• Participated in organizing and coordinating 3 offline user focus groups, collecting and organizing consumer needs to support product improvement and decision-making

• 基于 Claude Code 开展 AI 辅助编程，通过自然语言描述需求、代码生成、调试与优化，独立完成包含教育背景、项目经历和联系方式等模块的个人网站开发
• Independently built and deployed this personal website using Claude Code for AI-assisted development, from natural-language requirements through generation, debugging and optimization
• 创建 6 种金融量化 AI Skills，覆盖可转债筛选、趋势信号监控与交易复盘，并编写自动化程序（CDP + Cookie 注入）每日抓取集思录数据、生成候选投资标的清单
• Created six quantitative finance AI Skills, including convertible bond screening, trend signal monitoring and trade review; developed automated web scrapers (CDP + cookie injection) to collect daily Jisilu data and generate investment shortlists

• 拓展图文与播客等多种内容形式，撰写 100+ 篇原创文章并制作 12 档播客节目，主题涵盖个人成长、投资理财和读书笔记，获得 20+ 次打赏、3 次转载及多个付费咨询
• Authored 100+ original articles across investment thinking and personal development, generating sustained reader engagement and early internship opportunities
• 运营小红书账号，累计获得 100k+ 浏览和 19k+ 互动，并将内容影响力转化为付费一对一咨询
• Built and operated a Xiaohongshu account with 100k+ views and 19k+ interactions, translating content reach into paid one-on-one consultations
• 负责播客选题策划、嘉宾沟通与后期音频剪辑，持续提升结构化表达和内容制作能力
• Managed podcast production end to end, including topic planning, guest coordination and post-production editing

• 运用财务报表分析管理个人及家庭成员多资产组合，覆盖 A 股、港股、美股和加密货币市场，并使用可转债、ETF、期权及期货等工具；五年年化收益 20.01%，最大回撤 -21.1%
• Managed personal and family multi-asset portfolios across A-shares, Hong Kong equities, US equities and crypto markets using convertible bonds, ETFs, options and futures; achieved a five-year annualized return of 20.01% with a maximum drawdown of -21.1%
• 执行逆向、宏观驱动的资产配置策略，通过运用ETF、期权、网格交易及套利等多种金融工具，在市场低迷情绪中识别并把握入场时机
• Executed a contrarian, macro-driven asset allocation strategy, using various financial instruments including ETFs, options, grid trading, and arbitrage to identify and capitalize on entry opportunities during market downturns
• 建立严格的仓位控制与止损机制（单笔交易亏损不超过总资产 2%），并通过交易日志记录买卖逻辑与复盘，形成持续迭代的决策闭环
• Maintained strict position sizing and stop-loss discipline, limiting capital at risk per trade to 2%, and documented entry/exit rationales in a systematic trade journal

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