Associate Consultant
Current
Charles Institute Of Management
Jan 2016 - Present
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Olivia Fu Email & Phone Number
Associate Consultant
at
Charles Institute of Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Charles Institute of Management
Role
Associate Consultant
Location
Brookline, Massachusetts, United States
Who is Olivia Fu? Overview
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Quick answer
Olivia Fu is listed as Associate Consultant at Charles Institute of Management, based in Brookline, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Olivia Fu.
Olivia Fu previously worked as Office Assistant at Boston University and Investment Bank Analyst Summer Intern at Shenyin & Wanguo Securities Co. Ltd.. Olivia Fu holds Master'S Degree, Financial Economics from Boston University.
Profile bio
About Olivia Fu
Actively looking for full time positions.● 2-year professional experience in wealth management● 8+ years investment experience in China capital market● Strong finance and accounting background ● Solid analytical and financial statement analysis skills.
Listed skills include Corporate Finance, Finance, Accounting, Financial Accounting, and 15 others.
Current workplace
Olivia Fu's current company
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Charles Institute Of Management
6 roles
Olivia Fu work experience
A career timeline built from the work history available for this profile.
Office Assistant
- Created Excel-based analytical models to perform cost benefit analysis and market research on international student enrollments. Conducted weekly due diligence reports on potential targets to aid in building overseas.
Feb 2015 - Jan 2016
Investment Bank Analyst Summer Intern
- Assisted two IPOs’ deal vetting process, including financial modeling, due diligence, valuations (trading comparable, precedent transactions and DCF), raised over $84 million in both initial public offerings.
- Performed quantitative and qualitative analyses on a multi-million gas company and its industry, presented valuation analyses as part of a pitch book, and drafted a prospectus to China Securities Regulatory Commission.
- Researched 3 pre-IPO firms of the civil engineering industry by studying products, analyzing financial statements and conducting interview with management, and presented investment thesis internally.
Jun 2014 - Aug 2014
Product Manager, Asset Management Department
- Recognized by management, with Annual Innovative Team of Wealth Management Department Award in 2012 for innovating Umbrella Structured Trust Funds, which generated near 9% annual returns for clients.
- Created innovative financial products, utilized diverse financial instruments to maximize return on investment,evaluated potential investment opportunities and developed strategic plans for clients.
- Designed Structural Deposit and Customized Corporate Portfolio (SDCCP) products, which generated return 2% higher than Chinese Inter-Bank Offer Rate with principal guarantee.
- Supervised sales of institutional bank investment products and analyzed operational data for management. Increased corporate clients by 233 (32% of client base) in the greater China region during 2012.
- Managed corporate clients’ relationship, developed company’s business network across China, and established new business relationships with investment firms, doubling number of partners in 2012.
Jul 2011 - Jul 2013
Financial Accounting Trainee, Finance Department
- Prepared asset, liability and capital account entries by compiling and analyzing account information for a major real estate project.
- Prepared financial statements as parts of consolidating reports.
Jul 2010 - Dec 2010
Audit Intern, Auditing And Advisory Business Service
- Collaborated in developing internal control audits for Yuntianhua Group by inspecting control processes and determining accuracy of all information and compliance with laws, regulations, and Chinese accounting.
Jun 2009 - Aug 2009
3 education records
Olivia Fu education
Master'S Degree, Financial Economics
Not Earned Any Degree, Finance, General
Bachelor Of Arts (Ba), Accounting
Chongqing Institute Of Technology
FAQ
Frequently asked questions about Olivia Fu
Quick answers generated from the profile data available on this page.
What company does Olivia Fu work for?
Olivia Fu works for Charles Institute of Management.
What is Olivia Fu's role at Charles Institute of Management?
Olivia Fu is listed as Associate Consultant at Charles Institute of Management.
Where is Olivia Fu based?
Olivia Fu is based in Brookline, Massachusetts, United States while working with Charles Institute of Management.
What companies has Olivia Fu worked for?
Olivia Fu has worked for Charles Institute Of Management, Boston University, Shenyin & Wanguo Securities Co. Ltd., China Everbright Bank, and Chongqing Zhongyu Property Development Co. Ltd..
How can I contact Olivia Fu?
You can use AeroLeads to view verified contact signals for Olivia Fu at Charles Institute of Management, including work email, phone, and LinkedIn data when available.
What schools did Olivia Fu attend?
Olivia Fu holds Master'S Degree, Financial Economics from Boston University.
What skills is Olivia Fu known for?
Olivia Fu is listed with skills including Corporate Finance, Finance, Accounting, Financial Accounting, Management Accounting, Financial Analysis, Investments, and Management.
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