Apr 2022 - Present
AeroLeads people directory · profile
Yini Chen, Cfa Email & Phone Number
Credit Research Associate
at
Post Advisory Group
1 work email found
@postadvisory.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Credit Research Associate
Location
Los Angeles, California, United States
Who is Yini Chen, Cfa? Overview
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Quick answer
Yini Chen, Cfa is listed as Credit Research Associate at Post Advisory Group, based in Los Angeles, California, United States. AeroLeads shows a work email signal at postadvisory.com and a matched LinkedIn profile for Yini Chen, Cfa.
Yini Chen, Cfa previously worked as Junior Credit Research Analyst at Ducenta Squared Asset Management and Credit Research Analyst Intern at Ducenta Squared Asset Management. Yini Chen, Cfa holds Master Of Science - Ms, Finance from Usc Marshall School Of Business.
Company email context
Email format at Post Advisory Group
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*@postadvisory.com
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AeroLeads found 1 current-domain work email signal for Yini Chen, Cfa. Compare company email patterns before reaching out.
Profile bio
About Yini Chen, Cfa
Yini Chen holds a Master of Science in Finance degree from USC Marshall (graduated in December 2021). She has passed both CFA Level III and CAIA Level I exams. She has an interest in investment management. Yini is a self-driven, intellectually curious person, and a great team player. One of her greatest strengths is the ability to turn her intellectual curiosity into actions.Cum Laude and Honor graduate class of 2019 with a Bachelor's degree in Business Economics, and a minor in finance & accounting from UC Irvine.
Listed skills include Financial Statement Analysis, Microsoft Excel, Equity Research, Bloomberg, and 5 others.
Current workplace
Yini Chen, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Yini Chen, Cfa work experience
A career timeline built from the work history available for this profile.
Jan 2022 - Apr 2022
Credit Research Analyst Intern
- Conduct fundamental research on companies across energy, healthcare, real estate and transportation sectors - Build and update financial models post earnings and analyze new debt investment opportunities- Provide analysis and investment recommendations to senior research analysts and portfolio managers
Mar 2021 - Dec 2021
Vice President
Usc Marshall Masters In Finance Association
- Organize and moderate professional career exploration panels for students in the MSF program who are interested a career in investment banking and asset management- Host engaging networking events on Zoom, such as virtual coffee hour and financial movie watch party
Sep 2020 - Feb 2022
Investment Operations Analyst
Jan 2020 - Aug 2020
Vice President
Jun 2019 - Jan 2020
International Equity Investment Analyst
- Research and prepare economic valuation for three Asia-Pacific countries: Australia, Hong Kong, and New Zealand in order to complete country analysis for making investment recommendations
- Monitor and analyze financial markets and news to keep updated and in line with investment recommendations
Oct 2018 - Jun 2019
Domestic Equity Team Lead
- Conduct in-depth equity research using valuation model such as discounted dividends models, discounted cash flow models, relative valuation and financial statement analysis; prepare analysis reports on industries and.
- Direct a domestic equity team of 11 analysts, educate them in the necessary databases such as Capital IQ and IBISWorld, and instruct them on analysis tool and methods needed to generate stock selection ideas
- Utilize a top-down approach in developing portfolio, evaluate past and current sector’s performance, cooperate with other 10 members from macroeconomy team, international equity team, fixed income team and portfolio.
- Placed 3rd in RFP Investment Competition, which was organized by CFA Society of Orange County (CFAOC), and got $30k funding from CFAOC for investment management.
- Manage a portfolio of $30k for CFAOC, track equity portfolio performance using Bloomberg Spreadsheet and StockTrack account on a biweekly basis
Sep 2018 - Sep 2019
Investment Banking Intern
- Strengthened institutional knowledge about investment banking, becoming familiar with the process of A Share IPO, due diligence, and the structuring of mergers & acquisitions
- Conducted research on Bank of Chongqing using Wind, a widely used financial terminal in China; calculated capital adequacy ratio using valuation model in Excel; created past three-year comparison charts on loan scale.
- Evaluated the financial status of Bank of Chongqing, created schedule of A Share IPO, calculated initial offering scale and price using PE and PB ratio, and created preliminary prospectus for Bank of Chongqing
Aug 2018 - Sep 2018
Jun 2018 - Jul 2018
Corporate Finance Intern
- Examined invoices of exports and imports for Lifan Industry Corporation, an international automobile manufacture companies; audited quarterly financial statements of Lifan
- Assessed transactions with company’s currency demand, to ensure that the amount of currency they requested are the same with the total amount from the invoices; performed currency services for Lifan Ltd
Jun 2017 - Aug 2017
2 education records
Yini Chen, Cfa education
Master Of Science - Ms, Finance
Usc Marshall School Of Business
Bachelor'S Degree, Business/Managerial Economics
Uc Irvine
FAQ
Frequently asked questions about Yini Chen, Cfa
Quick answers generated from the profile data available on this page.
What company does Yini Chen, Cfa work for?
Yini Chen, Cfa works for Post Advisory Group.
What is Yini Chen, Cfa's role at Post Advisory Group?
Yini Chen, Cfa is listed as Credit Research Associate at Post Advisory Group.
What is Yini Chen, Cfa's email address?
AeroLeads has found 1 work email signal at @postadvisory.com for Yini Chen, Cfa at Post Advisory Group.
Where is Yini Chen, Cfa based?
Yini Chen, Cfa is based in Los Angeles, California, United States while working with Post Advisory Group.
What companies has Yini Chen, Cfa worked for?
Yini Chen, Cfa has worked for Post Advisory Group, Ducenta Squared Asset Management, Usc Marshall Masters In Finance Association, State Street, and Applied Investment Research Group.
How can I contact Yini Chen, Cfa?
You can use AeroLeads to view verified contact signals for Yini Chen, Cfa at Post Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Yini Chen, Cfa attend?
Yini Chen, Cfa holds Master Of Science - Ms, Finance from Usc Marshall School Of Business.
What skills is Yini Chen, Cfa known for?
Yini Chen, Cfa is listed with skills including Financial Statement Analysis, Microsoft Excel, Equity Research, Bloomberg, Accounting, S&P Capital Iq, Equity Valuation, and Python.
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