Max (Yuanyun) Liao

Max (Yuanyun) Liao Email and Phone Number

MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate |
Max (Yuanyun) Liao's Location
Honolulu, Hawaii, United States, United States
About Max (Yuanyun) Liao

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)

Max (Yuanyun) Liao's Current Company Details

MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate |
Max (Yuanyun) Liao Work Experience Details
  • Northeast Securities Co., Ltd.
    Equity Research Intern
    Northeast 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.
  • Chengdu Zefu Institute Of Financial Engineering
    Intern
    Chengdu 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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