Nick

Key Skills

Software

Other

Top Subject Matter

Investment advisory compliance and regulatory QA

Client analytics and risk-oriented data structuring

Annual reporting documentation with provenance/traceability focus

Top Data Types

Document

Text

Top Task Types

Data Collection

Text Summarization

Classification

Evaluation/Rating

Transcription

Freelancer Overview

Investment Advisory Compliance Intern – QA & Regulatory Review at Northeast Securities, Ltd (Shanghai). Brings 4+ years of professional experience across complex professional workflows, research, and quality-focused execution. Core strengths include Internal, Proprietary Tooling, and Other. Education includes Master of Science, Columbia University (2026) and Bachelor of Science, Syracuse University (2025). AI-training focus includes data types such as Document and Text and labeling workflows including Evaluation, Rating, and Data Collection.

Labeling Experience

Project Intern – Data Analysis & Executive Reporting at China General Chamber of Commerce-USA (CGCC)

OtherTextText Summarization

Drafted and revised an annual report with an emphasis on data provenance, traceability, and audit-readiness for high-stakes stakeholder communication. Managed multi-round review cycles and version control to refine report content in both English and Mandarin. Produced cross-cultural executive-facing documentation supporting leadership and corporate sponsors. • Ensured data traceability and audit-ready documentation • Coordinated multi-round review and version control • Edited and refined bilingual (English/Mandarin) report content • Supported executive reporting for corporate stakeholders

2025 - Present

Data Operations & Client Analytics Intern at Ehomie New York, Inc.

DocumentData Collection

Built and maintained a client profile CRM database using standardized full lifecycle records aligned with onboarding and compliance-style processes. Designed a 3-dimensional client scoring model to tier clients by risk and priority to inform downstream decisions. Ensured data accuracy across multiple client cases and improved client management outcomes through the scoring outputs. • Created standardized CRM records for onboarding/lifecycle tracking • Ensured data accuracy across 15+ client cases • Developed and applied a 3D risk/priority scoring model • Supported client analytics by organizing and structuring client data

2025 - 2025

B2CBusiness Intern – Industry & Risk Research at Sina Finance

OtherDocumentClassification

Conducted weekly industry analyses across equities and fixed income to identify systemic and idiosyncratic risk factors using risk monitoring methodologies. Synthesized multiple industry reports into investor-focused insights and supported end-to-end launch of a structured financial education series. Produced categorized risk and industry findings that can be used as labeled inputs for research or training datasets. • Identified and categorized risk factors across 5 industries • Synthesized 13 industry reports into 500+ insights • Produced structured investor-focused outputs • Supported creation and launch of a 20-module education series

2024 - 2024

Investment Advisory Compliance Intern – QA & Regulatory Review at Northeast Securities, Ltd (Shanghai)

Document

Supported QA and regulatory review workflows by conducting structured twice-daily checks of investment advisory materials for compliance adherence to CSRC standards. Documented and escalated issues such as disclosure gaps, misleading return statements, and client-suitability mismatches to support the firm’s risk monitoring lifecycle. Assisted in matching client risk ratings to investment products and produced regular summaries for client meetings. • Performed repeated compliance evaluation rounds on advisory materials • Sampled and tested content against regulatory/standard requirements • Prepared weekly risk summary reports • Escalated and tracked compliance findings for follow-up

2025 - 2023

Education

Work History