Yifan Dong

• Analyze investment strategies and portfolio performance across fixed income, equity, and multi-asset products • Prepare recurring institutional client reports independently • Support market analysis and draft market commentary for institutional investors • Handle ad-hoc client requests in a fast-paced asset management environment • Utilize Bloomberg, LSEG, Excel, and VBA for financial analysis and reporting

• Performed anomaly corrections and data maintenance in SAP-based reinsurance databases • Prepared and reconciled datasets for financial-year automation processes • Supported contract renewal automation through structured data standardizatio

• Coordinated cloud-service related operational tasks and documentation • Built weekly analytical reports and Excel dashboards using multi-source project data • Improved communication and task tracking between technical and operational teams • Consolidated project data into unified reporting structures for monitoring purposes

• Supported sales reporting and market analysis using PowerPoint and Power BI • Conducted competitor and regional market research to support product strategy decisions • Assisted organizational transition processes during departmental restructuring • Collaborated with finance teams on receivables tracking and payment follow-ups