Collaborated with the Portfolio Manager to integrate alternative investments into the fund portfolio, targeting enhanced Sharpe Ratio. Filtered 40+ funds by track record and risk-adjusted returns, applying in-sample and out-of-sample backtesting in Python. Assessed portfolio diversification and downside risk exposure, providing data-driven allocation recommendations under practical constraints.

Constructed an optimal theoretical 13-stock equity portfolio from the fund's universe using Efficient Frontier Optimization in Python. Backtested with Monte Carlo simulation to screen potential stocks for deeper research and possible portfolio inclusion. Analysed ESG ratings and sustainability reports to identify strong profiles and flag weaknesses, supporting the PM in refining the firm's sustainable investment strategy.

Researched the Hong Kong Stablecoins Ordinance in depth, analysing capital requirements, 100% reserve backing mandates, and implications for digital asset adoption. Created a comprehensive presentation for the Chairman's reference. Investigated how mainland Chinese investors leverage Hong Kong and Cyberport to access international markets, providing insights into cross-border investment trends.

Conducted comparative case studies on innovation clusters (Silicon Valley, White City) to support Hong Kong's Northern Metropolis San Tin Technopole development strategy. Assessed cluster success factors including university anchors, shared R&D platforms, and ecosystem design.

Conducted market research on mutual funds to identify optimal investment vehicles for retail clients. Gained introductory exposure to derivatives products and pricing.