I am a Finance student with experience in equity research analysis and portfolio analysis. I am passionate about model development and have extensive experience in data analysis and portfolio management.Technical Skills: Python, R, SQL, Tableau, MS Office (Excel/PPT/Word)
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Equity Research InternNortheast Securities Co., Ltd. Jun 2021 - Oct 2021• Supported a team of 3 equity analysts (23 Chinese stocks under coverage).• Published daily and weekly investor newsletters on the Non-ferrous Metals industry including assessing company press releases and industry news, collecting and visualizing data on daily metals’ prices for over 30 varieties, and writing notes on industry trends. Customized an efficient and timely business information system (using Excel) to improve the timeliness and accuracy of metals’ price extraction process.• Integrated in-depth company databases using company conference calls, company filings, and press releases.• Conducted financial and market research on the Non-ferrous metals industry.• Coordinated and participated in conference calls of companies under coverage. -
InternChengdu Zefu Institute Of Financial Engineering Aug 2020 - Nov 2020中国 四川省 成都• Analyzed quantitative trading models and signals in a live trading environment using the Weistock trading platform, and improved model performance through modification and back-testing.• Formulated model optimization and order automation commands.• Initiated mutual funds investment project through Python and implemented factor analysis, factor weighing, and sequencing strategy.
Max (Yuanyun) Liao Education Details
Frequently Asked Questions about Max (Yuanyun) Liao
What is Max (Yuanyun) Liao's role at the current company?
Max (Yuanyun) Liao's current role is MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate |.
What schools did Max (Yuanyun) Liao attend?
Max (Yuanyun) Liao attended Washington University In St. Louis, Penn State University, Puc Prep.
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