On June 5, 2025, Ms. Weng Qianyun, Head of Derivatives Products at the Shenzhen Headquarters of Guotai Haitong Securities Co., Ltd. and Visiting Lecturer at the Business School of Shenzhen Technology University, was invited to speak in an Economics Principles class at the Business School. She delivered cutting-edge industry insights to students majoring in Financial Management, 2024 cohort on the theme of "AI Empowerment in the Financial Industry and Investment Trading."
Starting with FICC (Fixed Income, Currencies, and Commodities) business, the lecture first introduced the structure of an FICC department within a securities firm and the division of front, middle, and back offices. It then covered the development status and application trends of AI in the financial industry. Ms. Weng elaborated on generative AI application scenarios across the entire product lifecycle for financial institutions, including product design, system and content development, intelligent production, investment trading, marketing strategies, sales Q&A, and post-sales customer service. Using a securities firm’s self-developed AI investment strategy as an example, she detailed the process of how AI builds multi-asset target libraries from vast raw data, constructs investment portfolios through machine learning on risk premium indicators, and explained the strategy's trading process and module implementation. She also presented the strategy's performance results and addressed questions regarding client acceptance and marketing strategies associated with this AI approach.
Ms. Weng also engaged in in-depth discussions with students on topics such as development trends in the financial industry, personal experiences working in the field, entry barriers, and the long-term impact of financial work and knowledge on individuals. She encouraged students, regardless of their future career plans in finance, to strive to enrich their financial knowledge to lay a solid foundation for a fulfilling life.
Ms. Weng Qianyun graduated from the Hong Kong University of Science and Technology with a background in Economics and Applied Mathematics. She has held trading and sell-side trading positions in major domestic state-owned commercial banks' financial markets departments, large fund companies, and leading securities firms' proprietary trading desks. Currently a senior fixed income, commodities, foreign exchange, and block trader/sell-side trader, she was also a member of the SSE Reits research group involved in China's first batch of publicly offered REITs issuances and has served as an expert advisor for the Shenzhen Development and Reform Commission's Green Bond Issuance Consulting Project. She is currently a Visiting Lecturer at the Peking University HSBC Business School (PHBS) and a guest at its Co-creation Camp.
Guotai Haitong Securities was formed in 2025 through the merger of Guotai Junan Securities and Haitong Securities. Post-merger, its total assets approach that of CITIC Securities, making it currently the second-largest securities firm in China.
By: Zhang Yahui
