Hello! My name is Jierui Liu (刘洁睿). I am going to study for Master’s degree at Duke University’s Fuqua School of Business in July, 2025. I was awarded my Bachelor’s degree at Shanghai University of Finance and Economics.

🎓 Education Background

• 2025.07 - 2026.05, Master of Management Studies, Fuqua School of Business, Duke University, Durham, NC, USA
• 2020.09 - 2024.07, Bachelor of Management, College of Business, Shanghai University of Finance and Economics, Shanghai, China
• 2023.01 - 2023.05, Exchange Student, School of Business and Management, The Hong Kong University of Science and Technology, Hong Kong

💻 Professional Experience

• 2024.11 - 2025.06 Specialist, Client Management, Standard Chartered Bank, Shanghai, China
  • Client Due Diligence: Conducted client due diligence (CDD) for 40+ multinational corporate clients, assessing AML risks by verifying business nature, ID&V related parties, unwrapping ownership structures. Prepared risk assessments and documentation for KYC.
  • Client Onboarding: Supported corporate client onboarding by coordinating with RMs and internal teams to ensure timely account openings and regulatory compliance.

• 2024.02 - 2024.06 Compliance Intern, Morgan Stanley, Shanghai, China

  • Regulatory Policy Research: Conducted regulatory research and authored 5+ reports on financial policy and regulatory updates affecting China’s securities industry, providing insights for investment banking business and internal compliance improvements.
  • Anti-money Laundering: Supported AML efforts through name screening and sanctions checks using Dow Jones platforms; maintained KYC records for prospective and existing clients.

• 2022.11 - 2022.12 Risk Consulting Intern, KPMG, Shanghai, China

  • Consultancy: Participated in consulting projects for major insurance companies (e.g., Manulife, HSBC, etc.) by actively engaging in conferences to meet customer needs and enhance client satisfaction.
  • Risk Management: Analyzed and interpreted financial data of insurance companies using Excel and other tools. Assessed the integrity of financial data monthly, ensuring effective risk management.

• 2022.07 - 2022.08 Assurance Data Analytics Intern, Ernst & Young, Shanghai, China

  • Data Analytics: Processed over 500 million rows of financial data using Excel and Alteryx to support auditing procedures and generated 5+ data risk reports.
  • Risk Auditing: Participated in 5+ audit engagements, collaborating with client finance teams to identify and mitigate audit risks in the pre-audit stage.

💡 Project Experience

• 2023.05 - 2023.08 China Securities Company Limited 中信建投证券, Beijing, China

  • Financial Modelling: Built and maintained 10+ databases related to solar energy, developing financial models for industry and company analysis.
  • Desk Research: Conducted more than 20 interviews and wrote meeting summaries. Authored daily and weekly reports and contributed to an in-depth company research report on the market of PV glasses.

• 2022.10 - 2022.12 Analysis of Airline Marketing Strategies Based on User Behavior Clustering, Shanghai, China

  • Data Mining: Conducted data preprocessing and exploratory analysis, including normalizing the data and identifying correlations. Developed new variables for use in cluster analysis based on the RFM model in marketing. Utilized K-Means clustering methods to evaluate clustering effects and gain a deeper understanding of the data.
  • Application and Analytics: Summarized the characteristics of various user clusters based on the clustering results and developed unique marketing strategies for each cluster using knowledge of marketing principles.

📂 Previous Projects

• Market Analysis of China’s Fried Skewers Industry

• Porsche’s Automated Assistance Powered by AIGC

• Chain Research Report of Photovoltaic Industry (in Chinese)

• GenAI Application of Pricing Strategy for Overseas Battery Recycling Business in CATL (in Chinese)

🌟 Honors and Awards

• 2024.05 Excellent Graduate (by Shanghai University of Finance and Economics)
• 2023.09 The 2nd Prize Scholarship (by Shanghai University of Finance and Economics, Top 10%)
• 2023.07 The 2nd Runner-Up, 2023 Deloitte Digital Difference Camp (by Deloitte)
• 2022.11 Tailong Bank Scholarship (by Tailong Bank, Top 10%)
• 2022.09 The 3rd Prize Scholarship (by Shanghai University of Finance and Economics, Top 20%)
• 2022.05 Top 200, 2022 L’Oréal Brandstorm (by L’Oréal China)

💡 Miscellaneous

• Languages
  • English: Fluent (IELTS 7.0)
  • Chinese(Mandarin): Native
  • Chinese(Cantonese): Beginner
• Skills
  • Data: Python (NumPy, Pandas), MS Excel (VBA)