Experience

CornerStone Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Aug 2015 - Aug 2017

  Charlottesville, Virginia Area • Supported an investment team of 13 members, covering 12 client portfolios totaling to $9 billion • Conducted key steps of manager due diligence and created about 40 quantitative reporting packages to monitor existing managers and evaluate prospective managers • Maintained and improved private market models to forecast future manager capital calls and distributions, consisting of over 60 private equity and real asset funds • Created Monte Carlo simulation models with Crystal Ball to… Show more • Supported an investment team of 13 members, covering 12 client portfolios totaling to $9 billion • Conducted key steps of manager due diligence and created about 40 quantitative reporting packages to monitor existing managers and evaluate prospective managers • Maintained and improved private market models to forecast future manager capital calls and distributions, consisting of over 60 private equity and real asset funds • Created Monte Carlo simulation models with Crystal Ball to conduct asset allocation analysis • Conducted ad hoc research projects to facilitate the decomposing of manager performance and the understanding of market trends Show less



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Asset Management Intern

  • Jun 2014 - Aug 2014

  Shanghai City, China • Developed expertise in client communication by cold calling 300 customers per week to promote new mutual fund products and disseminated market news for equity and bond markets • Collaborated with AIA insurance company and increased insurance appointments by 10% • Collected daily pipeline information and produced 2 monthly sales report for a total of 13 sales managers • Organized 3 biweekly educational seminars on credit card industry including topics like government regulations and… Show more • Developed expertise in client communication by cold calling 300 customers per week to promote new mutual fund products and disseminated market news for equity and bond markets • Collaborated with AIA insurance company and increased insurance appointments by 10% • Collected daily pipeline information and produced 2 monthly sales report for a total of 13 sales managers • Organized 3 biweekly educational seminars on credit card industry including topics like government regulations and competition between major players Show less



Weber Shandwick

• United States
• Public Relations and Communications Services
• 700 & Above Employee

• Corporate Finance Intern

  • Jun 2013 - Aug 2013

  Shanghai City, China


Industrical and Commercial Bank
• Canada
• Banking
• 1 - 100 Employee
• Personal Loan Intern

  • May 2012 - Aug 2012