Max (Yuanyun) Liao
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Max (Yuanyun) Liao Email & Phone Number

MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate |
Location: Honolulu, Hawaii, United States 2 work roles 3 schools
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Role
MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate |
Location
Honolulu, Hawaii, United States

Who is Max (Yuanyun) Liao? Overview

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Max (Yuanyun) Liao is listed as MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate | based in Honolulu, Hawaii, United States. AeroLeads shows a matched LinkedIn profile for Max (Yuanyun) Liao.

Max (Yuanyun) Liao previously worked as Equity Research Intern at Northeast Securities Co., Ltd. and Intern at Chengdu Zefu Institute Of Financial Engineering. Max (Yuanyun) Liao holds Master In Finance, Finance from Washington University In St. Louis.

Profile bio

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)

2 roles

Max (Yuanyun) Liao work experience

A career timeline built from the work history available for this profile.

Equity Research Intern

• 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.

Jun 2021 - Oct 2021

Intern

Chengdu Zefu Institute Of Financial Engineering

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.

Aug 2020 - Nov 2020
3 education records

Max (Yuanyun) Liao education

Master In Finance, Finance

Activities and Societies: McGill International Portfolio Challenge, Wealth & Asset Management Club, Olin Finance Club

Bachelor'S Degree, Finance, General, 3.79

Activities and Societies: Chinese Undergraduate Student AssociationHead of the Department of University Affairs

High School Diploma, High School

Activities and Societies: Varsity Basketball Team, Varsity Flag Football Team, Track and Field Team

FAQ

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What is Max (Yuanyun) Liao's role at their current company?

Max (Yuanyun) Liao is listed as MS Finance Student Dec '22 | Data Analyst | Investment Analyst | CFA Level III Candidate |.

Where is Max (Yuanyun) Liao based?

Max (Yuanyun) Liao is based in Honolulu, Hawaii, United States.

What companies has Max (Yuanyun) Liao worked for?

Max (Yuanyun) Liao has worked for Northeast Securities Co., Ltd. and Chengdu Zefu Institute Of Financial Engineering.

How can I contact Max (Yuanyun) Liao?

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What schools did Max (Yuanyun) Liao attend?

Max (Yuanyun) Liao holds Master In Finance, Finance from Washington University In St. Louis.

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