Carlisle Yang Email & Phone Number

Shanghai, China

Shanghai

Sustainable Investment solutions; Index related products

Beijing

- Develop and create S&P branded equity indices including Smart Beta, ESG, capped, risk control and currency hedged indices. Deep understanding on the construction of an index such as index methodology, impacts of corporate actions on an index. Python programming and Excel modeling are heavily engaged in daily routine. - Participate in portfolio construction, back-testing, and quantitative analysis of various index strategies including smart beta, multi-asset, sustainability, thematics, etc.- Collaborate and maintain good relationship with other members in the Global IMPG group, Global R&D group, as well as other functional groups in S&P Dow Jones Indices. - Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.

Washington D.C. Metro Area

- Provided analytical transaction support and due diligence for M&A, capital raising, restructuring for an $700M agribusiness project in China.- Develop transaction marketing materials including selling memoranda and financial model.- Conduct industry and company research and analysis- Act as a point of contact throughout the transaction process

Liverpool, United Kingdom

- Organized orientations/Career info session and invited 6 guest lecturers from industries such as Lloyds Bank. - Held review lectures that served 150 students.

中国 上海

- Conducted research in banking sector based on financial report and online resource such as NYSE, SSE. - Built, updated and maintained DCF evaluation model for financial analysis and stock price prediction.- Initiated coverage report on Bank of Jiangsu and composed 2 earning updates on semiannual status.- Participated one teleconference with the Board of Bank of Jiangsu for IPO preparation.

中国 江苏 苏州

Held weekly team learning session involving 40 people.Led a team of 20 to participate in Suzhou Reading Fair 2014.Negotiated with the university about naming rights ending up with keeping the right while affiliating with it.

Master Of Science (Ms), Finance

- Greeks Hedging: Implemented an engine in MATLAB evolving stocks under a geometric Brownian Motion, assessed step-sized dependence.

Bachelor Of Science (Bsc), Mathematics With Finance, 1St Class

Activities and Societies: Event Planner Liverpool CSSA This program provides rigorous training in mathematical foundation in quantitative.