Annika Liu work email
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Annika Liu personal email
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I am a Portfolio Management professional who specializes in data-driven portfolio analysis, investment credit analysis, and client reporting. A lead analyst of the Portfolio Management team, serving institutional clients including pension funds, investment companies, and insurance companies. Expert in leveraging technology to enhance portfolio performance, data visualization, reporting automation, and operation efficiency.I’m passionate about using data and automation to empower analytical decision-making and deliver impactful results. Open to connecting with professionals who share an interest in advancing investment strategies and portfolio management.Key Areas of Expertise:- Portfolio Analysis & Investment Credit Analysis- Client Reporting & Risk Management- Visualization & Reporting Automation & Operational Efficiency
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Portfolio Analyst, Assistant Portfolio ManagerDenali Advisors Mar 2018 - Oct 2024UsDenali Advisors is a quantitative-based, institutional investment management firm founded in 2001 and the largest known Native American-owned asset management firm in the country. • Served as analyst lead in PM team, analyzed and monitored daily activities of portfolios comprising 800+ holdings valued at over $500 million, tracking performance and risk exposure to optimize investment strategies. Responsible for the implementation, rebalancing, trade execution, and credit risk analysis of domestic and international portfolios. • Led the implementation of a new analysis system within the team, and conducted training sessions for over 5 colleagues, ensuring a 100% adoption rate and seamless integration of the new tools into daily operations.• Provided cross-functional data support for internal teams, including Research, IT, and Marketing, as well as external service providers, involving data cleaning and data validation to increase ~20% data quality and ~25% model accuracy.• Designed 30+ performance dashboards and visualization tools in Power BI and Tableau, delivering dynamic insights into portfolio allocation/risk metrics and significantly enhancing decision-making processes for the senior leadership.• Led reporting automation process with SQL and VBA workbooks to create efficient data collection and analysis procedures, improving timeliness and reducing errors, resulting in a 20% reduction in trading processing time. -
Analyst, Portfolio Management InternDenali Advisors Jan 2018 - Mar 2018Us
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Research AnalystShepherd Ventures May 2017 - Jan 2018Us -
Capstone ProjectBrixton Capital Sep 2017 - Dec 2017Risk-adjusting Returns for Commercial Property Investments -
Risk Management Analyst InternBank Of China Aug 2015 - Jan 2016Beijing, Cn
Annika Liu Skills
Annika Liu Education Details
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University Of California, San Diego - Rady School Of ManagementQuantitative Finance -
Southwestern University Of Finance And EconomicsFinance
Frequently Asked Questions about Annika Liu
What is Annika Liu's role at the current company?
Annika Liu's current role is Portfolio Analyst, Assistant Portfolio Manager | MQF @UC San Diego.
What is Annika Liu's email address?
Annika Liu's email address is an****@****ors.com
What is Annika Liu's direct phone number?
Annika Liu's direct phone number is +185899*****
What schools did Annika Liu attend?
Annika Liu attended University Of California, San Diego - Rady School Of Management, Southwestern University Of Finance And Economics.
What skills is Annika Liu known for?
Annika Liu has skills like Microsoft Office, Financial Analysis, Financial Modeling, Investments, Venture Capital, Matlab, Html, Chinese Calligraphy, Jazz Dance, Driving, Teamwork, Photography.
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