01 — PERSONAL SITE
Client Manager at CITIC Securities, Shanghai Branch. MSc in Economics, three years on the front line of wealth management and institutional coverage; after hours I build quantitative systems and write AI tutorials.
02 — ABOUT
BA in Economics from Shanghai University of Finance and Economics, MSc in Economics from The Australian National University. Currently at the Business Center of CITIC Securities' Shanghai Branch, with three years of front-line experience in wealth management and institutional coverage.
My remit covers high-net-worth client acquisition, distribution across the full product shelf (public funds, private funds, structured products, fixed income) and institutional client coverage. Assessed revenue reached RMB 331.3k year-to-date 2026; assets under management grew to RMB 36.72m.
Research and technology is my second line: two sell-side equity research stints, five deep-dive and initiation reports written independently with financial models built from scratch; at Atlas Copco, a Swedish industrial group, I owned the group-level HRIS-IT workstream and delivered the BI platform rollout. I also build quantitative stock-selection models and run an AI study group and a public account.
03 — PATH
CITIC Securities · Shanghai Branch Business Center｜Client Manager (graduate trainee)
High-net-worth client acquisition, full-shelf product distribution and institutional client coverage. Assessed revenue RMB 43k → RMB 199.3k (+363%), RMB 331.3k year-to-date 2026; assets under management RMB 0.72m → RMB 36.72m.
Huaxi Securities · Research, Non-Bank Financials｜Equity Research Associate (Intern)
Independently wrote an initiation deep-dive on a leading insurance group, covering five business lines with peer comparison; built the insurer's financial model, breaking down embedded value and premium income.
Sinolink Securities · Research, Machinery｜Equity Research Associate (Intern)
Produced four industry deep-dives and one company initiation report covering new-energy vehicles, laser equipment and the industrial manufacturing value chain, with Wind comparable-company valuation.
Atlas Copco (China)｜HRIS-IT Analyst (Intern)
Sole owner of group HR data analytics; delivered the full Power BI cycle end to end — data cleansing, DAX, row-level security — through group-wide pilot and launch.
Ping An Puhui · General Management Department｜Compliance Officer
Managed customer-service and operations lines across nine branches, reviewed external documents for compliance and tracked KPIs; used Python to consolidate daily post-lending feedback and Tableau for reporting.
The Australian National University · MSc Economics ｜ Shanghai University of Finance and Economics · BA Economics
ANU MSc Economics, GPA 6.375 / 7 (High Distinction), International and Development Economics; SUFE BA in World Economics.
04 — WORK
Designed and built an open-source A-share stock-selection system covering the full pipeline from data acquisition, factor calculation and scoring to result publication, iterated continuously; also built a theme and concept scraping module that outputs structured data for sector-rotation calls.
Python · Factor IC testing & backtesting · Scheduled jobs · Automated publishing · Public GitHub repo
Repo github.com/zippobb/seastrom-stock · Board zippobb.github.io/ashare-pick5
Across product distribution, brokerage, margin financing, OTC derivatives, cross-border TRS, fixed income and investment banking; a client base spanning private funds, high-net-worth individuals and financial institutions. Solid understanding of both primary and secondary markets.
Client acquisition · Product allocation · Institutional due diligence · Full-market financial knowledge
Independently run an AI popular-science public account and a 200-member AI study group, writing "follow it and it works" tutorials for readers with no technical background; AI starter series planned at eight pieces.
Content · Community · AI tool reviews
05 — TOOLKIT
Wealth Management & Institutional Coverage
Research & Modelling
Data & AI Tools
CERTIFICATIONS
Securities qualification · Fund qualification · Securities investment adviser · CPA Australia Associate Member · Mandarin Proficiency Level 1-A
LANGUAGES
Chinese (native) · Shanghainese · English (IELTS 7.0 / PTE 70 / CET-6 573; full English reporting experience)
06 — WRITING
From brief to launch: state the structure clearly and let AI produce a page you can share. (In Chinese)
A comparison of mainstream AI tools, ranked by accessibility, free quota and ease of use — which one a beginner should install first. (In Chinese)
07 — WORK WITH ME
Currently at the Business Center of CITIC Securities' Shanghai Branch, open to full-time roles in Shanghai. If you have a specific opening, reach out directly.
Open · Location: Shanghai
Project collaboration across primary and secondary markets; scope and the split of work agreed per project.
Terms: to be discussed
Advisory collaboration across industries; scope and deliverables agreed after discussion.
Terms: to be discussed
08 — CONTACT