Cathy Bei Yi He Email & Phone Number

Greater Boston Area

Boston, Massachusetts

Greater Boston Area

Act as the lead hedge fund strategy research analyst for the capital introduction team, providing research support for hedge fund managers, investors and the Prime Brokerage group. Created the concept of a mini series of market strategy commentaries which provided hedge fund investors with detailed analysis of historical performance, trading strategies, trends in AUM and fund flow, and other risk/return characteristics of various investment strategies. Aim to identify the driving factors of past performances while providing a comprehensive market outlook. Independently researched, drafted and published five 50+ page research reports focusing on strategies including Convertible Arbitrage, Distressed Securities, Market Neutral, Global Macro and Energy focused Strategies. The reports were released to 3,000+ investors.Analyzed hedge fund monthly performance trends and generated monthly summary reports by strategy on a fund level. On a quarterly basis, produced internally distributed fund flow analysis based on HFR published data. Provided research support to internal and external clients on research requests such as peer group comparison, manager selections and fund performance reports.

Coverage included eighteen names globally and assumed primary coverage responsibility for seven large cap global commercial aerospace names. Analyzed financial strength, earnings quality, and investment opportunities in the Aerospace & Defense industry through fundamental bottom-up analysis.Modeled historical and projected financial statements, and calculated and prepared comparable valuation for all coverage companies. Performed in-depth analysis of F/X hedging and its impact on earnings and valuation.Performed due diligence on IPOs and M&A transactions and facilitated non-deal roadshows.;

Researched, developed and maintained quantitative valuation models covering 14 developed countries, forecasting returns for different asset classes, sectors, and investment styles. Communicated monthly investment recommendations based on model results to global portfolio managers.Assisted in portfolio management on 30+ global balanced, multi-asset portfolios with $500 million+ assets in total. Duties included asset allocation decision-making, daily portfolio evaluation, risk management, future/forward trading, monthly/quarterly portfolio review write-up.Published monthly/quarterly market reviews to investment personnel, analyzing current market environment, including equity/fixed income/currency performance, regional/global economic conditions and investment outlook.Analyzed capital market outlook and optimal asset allocation strategies for several pension, endowment and foundation clients (asset over $50billion).

Mba, Analytical Finance

B.S, Business Administration

Education record