Lin W.

CFA charterholder (2019) with 20+ years across proprietary trading, family-office operations, and multi-entity finance (US, HK, Cayman, BVI, Marshall Islands, China). Native English and Mandarin, both directions. Three interlocking lanes: (1) Financial analysis & recurring reporting — P&L review, KPI tracking, fund accounting support, monthly-close patterns, multi-entity consolidation. (2) Trading strategy research — equities, crypto, multi-asset — TradingView-driven technical work, AI-augmented backtest review, and trading workflow design (alert setup, Pine Script scaffolding, bot parameter configuration). (3) Bilingual document work (EN ↔ CN) — audit reports, financial statements, fund agreements, KYC/AML packets, prospectuses, investor communications. Process: Codex-accelerated first pass, then finance-domain refinement. Faster than pure-human delivery, more accurate than pure-AI delivery. NDA and source confidentiality standard. Engagement shapes: project (per-word or fixed for translation), retainer (monthly volume for analysis + reporting), or advisory hourly.