Kaijie Yang, CFA
Financial Counselor at CHINA CITIC BANK- Claim this Profile
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Chinese Native or bilingual proficiency
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English Professional working proficiency
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Bio
📈Chad Willardson, CFF®, CRPC®
Kaijie recently completed his internship with my company, Pacific Capital. It was a pleasure to have Kaijie working here over the past year. We gave him a variety of tasks during his internship. They’ve included assignments simple office administration to complex investment research projects. He has worked with our Client Service Directors, our Director of Investment Strategy and our Director of Financial Planning. Kaijie not only did whatever was asked of him, but also contributed his own productive ideas to help our company be more efficient. He did much work in the area of investment research for our investment portfolio analytics. He completed every assignment professionally and gave us more information than the required minimum. Kaijie helped analyze our investment selections for actual client portfolios and provided valuable feedback. We appreciate his positive attitude and excellent work ethic and highly recommend him to future employers.
📈Chad Willardson, CFF®, CRPC®
Kaijie recently completed his internship with my company, Pacific Capital. It was a pleasure to have Kaijie working here over the past year. We gave him a variety of tasks during his internship. They’ve included assignments simple office administration to complex investment research projects. He has worked with our Client Service Directors, our Director of Investment Strategy and our Director of Financial Planning. Kaijie not only did whatever was asked of him, but also contributed his own productive ideas to help our company be more efficient. He did much work in the area of investment research for our investment portfolio analytics. He completed every assignment professionally and gave us more information than the required minimum. Kaijie helped analyze our investment selections for actual client portfolios and provided valuable feedback. We appreciate his positive attitude and excellent work ethic and highly recommend him to future employers.
📈Chad Willardson, CFF®, CRPC®
Kaijie recently completed his internship with my company, Pacific Capital. It was a pleasure to have Kaijie working here over the past year. We gave him a variety of tasks during his internship. They’ve included assignments simple office administration to complex investment research projects. He has worked with our Client Service Directors, our Director of Investment Strategy and our Director of Financial Planning. Kaijie not only did whatever was asked of him, but also contributed his own productive ideas to help our company be more efficient. He did much work in the area of investment research for our investment portfolio analytics. He completed every assignment professionally and gave us more information than the required minimum. Kaijie helped analyze our investment selections for actual client portfolios and provided valuable feedback. We appreciate his positive attitude and excellent work ethic and highly recommend him to future employers.
📈Chad Willardson, CFF®, CRPC®
Kaijie recently completed his internship with my company, Pacific Capital. It was a pleasure to have Kaijie working here over the past year. We gave him a variety of tasks during his internship. They’ve included assignments simple office administration to complex investment research projects. He has worked with our Client Service Directors, our Director of Investment Strategy and our Director of Financial Planning. Kaijie not only did whatever was asked of him, but also contributed his own productive ideas to help our company be more efficient. He did much work in the area of investment research for our investment portfolio analytics. He completed every assignment professionally and gave us more information than the required minimum. Kaijie helped analyze our investment selections for actual client portfolios and provided valuable feedback. We appreciate his positive attitude and excellent work ethic and highly recommend him to future employers.
Experience
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CHINA CITIC BANK
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Banking
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400 - 500 Employee
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Financial Counselor
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May 2020 - Present
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CITIC Securities Company Limited
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China
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Investment Banking
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700 & Above Employee
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Investment Advisor
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Dec 2017 - May 2020
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PACIFIC CAPITAL
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United States
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Financial Services
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1 - 100 Employee
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Portfolio Analyst Intern
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Sep 2016 - Jun 2017
●Screened mutual funds and ETFs with given criteria and conducted peer comparison for company’s target investments. The analysis covered all major asset classes, including U.S equity, international equity, fixed income, and alternative investments.●Applied mean-variance optimization (MVO) process to assist portfolio manager with strategic asset allocation. Determined the suitability of each underlying holdings in total portfolio context.●Reviewed portfolio analytics reports and analyzed risk exposures with multi-factor model. Provided recommendations to consolidate holdings that have similar risk characteristics●Drafted three blog articles about financial planning and investment strategies to convey company’s investment philosophy and concepts to clients and prospects●Reviewed client’s equity holding in non- discretionary account and provide suggestion to improve portfolio diversification●根据公司提供的标准筛选共同基金与ETF，并从投资策略，风险与收益特征，税务等角度对同类基金进行对比。研究范围涵盖各大类资产，例如美国股票基金，国际股票基金，固定收益基金，与另类投资（如REITs, BDC, Managed Future）等。●运用期望收益-方差优化方法（MVO）协助投资组合经理进行战略资产配置，并评价单个资产类别对组合整体的影响。●解读投资组合分析报告，并利用多因素模型（Multi-Factor Model）分析组合风险。根据分析结果对具有相同风险敞口的投资进行整合与优化。●起草三篇关于理财规划与投资策略的博客，向客户解释公司的投资理念与基本投资概念。●分析客户的股票持仓情况，并从分散投资的角度为客户提出建议
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Wealth Advisor Assistant
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Mar 2016 - Jun 2017
●Organized six educational workshops for client and responsible for coordinating with guest speaker, designing flyer, and inviting audients.●Assisted wealth advisor to complete comprehensive financial plan for clients. The tasks include detailed cash flow and net worth projection, retirement planning, investment planning, and assessing the soundness of financial plan using Monte Carlo Simulation.●Improved communication between wealth advisor and client by providing various supporting materials, such as portfolio illustration, research reports, and tax rules●Designed marketing materials, including flyer and brochure, to introduce company’s services to prospects.●Developed 8 workflows to standardize regular operating procedures and to improve efficiency of administrative activities, such as 401(K) enrollment and account distribution. Consolidated all the internal process into an operation manual for new staff training.●成功组织六个投资研讨会，主要负责协调演讲嘉宾，制作海报与PPT，邀请客户。●协助理财师为客户完成全面理财方案（Comprehensive Financial Plan），工作内容包括现金流与净值预测，退休与养老规划，投资规划等，并利用蒙特卡洛（Monte Carlo）模拟评估理财规划的合理性。●为理财师准备会议文件，包括投资组合分析，研究报告，税务法规等等。●为公司设计8个自动化工作流程，例如 401（K）登记注册，账户支付等，以提高公司内部工作效率。撰写工作流程手册作为新员工培训资料。
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Intern assistant in Engineering Department
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Jan 2014 - Feb 2014
Assited in writing engineering budget Assited in writing engineering budget
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Education
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2015 - 2016
University of California Riverside Extension
Postgraduate Diploma, Business administration and management -
2012 - 2016
Zhongnan University of Economics and Law
Bachelor’s Degree, Investments
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