Liyin B.

Portfolio Manager & LPL Operations Manager at Cornerstone Wealth Management, USA
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
St Louis, Missouri, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CFA
    CFA Institute
    Sep, 2017
    - Nov, 2024
  • FRM
    Global Association of Risk Professionals (GARP)
    Feb, 2016
    - Nov, 2024
  • Series 63 registration held with LPL Financial
    -
  • Series 7 registration held with LPL Financial
    -

Experience

  • Cornerstone Wealth Management, USA
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager & LPL Operations Manager
      • Jan 2020 - Present

    • Senior Asset Management Analyst & LPL Operations Manager
      • Sep 2012 - Jan 2020

      Quantitatively evaluate investment managers in the universe.Conduct due diligence on investment managers across different asset classes.Monitor, analyze and communicate portfolios’ performance, risk, and positioning metrics. Make recommendations of asset allocation and manager changes to the Chief Investment Officer based on the manager research and portfolio analytics.Author the quarterly Performance & Positioning report.Head the annual Global Investment Performance Standards (GIPS) verification project.Consult financial advisors on portfolio analysis, risk profiling and performance attribution. Show less

  • Ascension
    • Hospitals and Health Care
    • 700 & Above Employee
    • Investment Consultant
      • Sep 2013 - Dec 2013

      Provided quantitative and qualitative research on gold as a strategic investment and advised on optimal asset allocation to the senior directors. Provided quantitative and qualitative research on gold as a strategic investment and advised on optimal asset allocation to the senior directors.

  • Belden Inc.
    • United States
    • Manufacturing
    • 700 & Above Employee
    • Quantitative Research Consultant
      • Mar 2013 - May 2013

      Conducted econometric research and designed a revenue forecasting model to assist with the budgeting process. Conducted econometric research and designed a revenue forecasting model to assist with the budgeting process.

  • CITIC Securities Company Limited
    • China
    • Investment Banking
    • 700 & Above Employee
    • Investment Banking Analyst
      • May 2010 - Aug 2010

      Supported multiple projects through performing industry analyses, company valuations and financial modeling. Supported multiple projects through performing industry analyses, company valuations and financial modeling.

Education

  • Washington University in St. Louis
    Master's degree, Finance, General
    2012 - 2013
  • University of Michigan
    Bachelor's degree, Mathematics and Economics

Community

You need to have a working account to view this content. Click here to join now