Harvard Business Review

Introduction

How do new entrants in consumer product industry rise?

• Distribution
• Advertising

Digital technologies like digital cookies, content-curation websites (Reddit, BuzzFeed) and content-sharing websites (Slideshare, LinkedIn, Medium) lead to a new level of self-expression of individuals. Thus companies can better understand customers’ decision journey and subsequent word-of-mouth.

Digital Marketing landscape:

• Paid Media: TV commercial and Google Ads
• Owned Media: Official Websites
• Earned Media: Influncial customers, word-of-mounth
• Review Websites: Lyft…

Digital Marketing Framework:

• Outbound Marketing: company -> customer —> Search Enginee Maerketing (SEM)
• Inbound Markeying: customer -> product and service —> Search Enginee Optimization (SEO)
• Social Media: customers create contents
• Mobile Technology: the way customers search for and biut products and services

Customer-facing mission and vision bring effectiveness to the leadership. During our class of Leadeship, we learnt about the Five Questions Plan for businesses.

1. What is our mission?
2. Who is our customer?
3. What does the customer value?
4. What are our results?
5. What is our plan?

I consider identifying customers and their needs the most important.

General mobile app KPIs

• User engagement KPIs
• Revenue KPIs
• UX KPIs
• Marketing KPIs
• App store category ranking

While all six categories are important, you first need to establish the most relevant KPIs and then focus on tracking them. Below are the top three indicators to look for in each category.

Foundations for efficiencies

1. Pythonic: Code that executes quickly for the task at hand, minimizes the memory footprint and follows Python’s coding style principles.

2. Example:

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# Collect the names in the above list that have six letters or more.
for name in names:
    if len(name) >= 6:
        better_list.append(name)

# Pythonic Way
best_list = [name for name in names if len(name) >= 6]

1. Python Standard Library
   (1) Built-in types: list, tuple, set, dict, and others
   (2) Built-in functions: print(), len(), range(), round(), enumerate(), map(), zip(), and others
   (3) Built-in modules: os, sys, itertools, collections, math and others

Mulan is available today at Disney Plus. The first time Mulan was produced as an American animated film) was in 1998, the same year as I was born. And the main actress Liu Yifei has been my idol for many years. We have the same hometown - Wuhan.

This year has been extremely crazy for me. I was back from Beijing to Wuhan for Chinese New Year. However, 2020 started with a night of no sleep instead of the traditional festival. During that night, I was writing my application essay to ESTEEM :) The lucky thing was I got accepeted later. But the happiness only lasted for a short time. Because my hometown was in lockdown due to COVID-19. The first half year of quarantine was tough. Even though we were free after a 76 days of quarantine, my suffering did not end. I went through an exclusively long journey: Wuhan -> Shanghai -> Phnom Penh (Cambodia) -> Soul (South Korea) -> New York, NY -> Chicago, IL -> South Bend, IN in order to go back to Notre Dame.

Now I am sitting in my room at Fischer Graduate Residents. This midnight is quiet and suitable for writing. It’s also a good time to look back and reflect on what I have done to get here (besides the phycial move).

My tasks have been all finished now. Here is my certificate:

But If I get free time, I would be very happy to contribute to the open source repo on GitHub~

Resources:

1. JPMorgan Chase’s Open Source Projects View the various projects at JPMC, from blockchain projects to perspective
2. Perspective
3. Perspective’s roadmap
4. Perspective’s issue list

Task 3: Display data visually for traders

Use Perspective to create the chart for the trader’s dashboard

Being able to access and adjust data feeds is critical to any trading analysis and stock price monitoring. From the previous tasks, we now have the adjusted data set up on your systems and being piped into Perspective.

For traders to have a complete picture of all the trading strategies being monitored, several screens typically display an assortment of live and historical data at their workstation.

Given there is a lot of information and data being produced at once, visualizing data in a clear manner with UI/UX considerations accounted for is critical to providing traders with the tools to improve their performance.

It’s been a long time since I updated my blog on the old Macbook I had. So I am updating it now and found this problem.

Task 2: Use JPMorgan Chase frameworks and tools

Background

Typically, traders monitor stock prices and trading strategies by having data displayed visually on their screens in chart form. Often these charts will be accompanied by alerts that notify users when certain events occur or when preset price thresholds are hit.

JPMorgan Chase created the Perspective tool over many years to allows users to present and manipulate data feeds visually in web applications.

Perspective provides a set of flexible data transforms, such as pivots, filters, and aggregations. It utilizes bleeding-edge browser technology such as Web Assembly and Apache Arrow and is unmatched in browser performance. It is engineered for reliability and production-vetted on the JPMorgan Chase trading floor and is now available to the development community as Open Source. Chect it out on github page of perspective.

Task 1: Interface with a stock price data feed

Background Information of the task:

This software is to add a chart to a trader’s dashboard allowing them to better identify under/over-valued stocks.

The trader would like to be able to monitor two historically correlated stocks and be able to visualize when the correlation between the two weakens (i.e. one stock moves proportionally more than the historical correlation would imply). This could indicate a potential trade strategy to simultaneously buy the relatively underperforming stock and sell the relatively outperforming stock. Assuming the two prices subsequently converge, the trade should be profitable.

Most data visualization for JPMorgan Chase’s traders is built on the data visualization software - Perspective, which is now open source. See: GitHub Repository of Perspective.

Before implementing this request using perspective, the first need is to interface with the relevant financial data feed and make the necessary adjustments to facilitate the monitoring of potential trade opportunities.