Yiping Song,CFA,MBA
Associate Portfolio Manager at Tacita Capital Inc.- Claim this Profile
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Cantonese Native or bilingual proficiency
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Mandarin Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst
CFA InstituteOct, 2015- Nov, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Oct, 2013- Nov, 2024
Experience
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Tacita Capital Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Associate Portfolio Manager
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2018 - Present
• Customized Multi-Asset portfolios for UHNW families by running Monte Carlo simulations and optimizations • Performed in-depth analysis on Mutual Funds/ETFs across asset classes such as International Equity and Canadian Small Cap • Conducted thorough due diligence manager research on alternative strategies such as Long/Short Equity and Multi-Strategy • Improved robust hedge fund models by applying Monte Carlo simulations and multi factor analysis • Contributed to Capital Market Assumption macro research in response to evolving market dynamics and regime shifts • Proactively researched investment strategies/ asset classes in response to an inflationary environment • Assisted in trading and rebalancing of clients' portfolios to achieve optimal tax efficiency and risk/return profile • Strengthened investment decision-making by leveraging enhanced data analytics and automation • Constantly improved efficiency by exploring new skillsets and techniques, such as Power BI Show less
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BNY Mellon Wealth Management
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United States
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Financial Services
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700 & Above Employee
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Analyst
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2016 - 2016
• Conducted thorough quantitative analysis on clients' portfolio, by using statistical program StyleAdvisor • Assisted Investment Counsellors on the write-up of Request-For-Proposal/ Investment Policy Statement by providing analytical support to fulfill clients' risk/return requirement • Performed attribution and risk measurement on investment manager’s performance against respective benchmark • Efficiently streamlined the preparation of quarterly Pooled Funds factsheets and presentation package, by collaborating with performance team and marketing department Show less
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Mackenzie Investments
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Canada
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Investment Management
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700 & Above Employee
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Senior Representative
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2013 - 2015
• Effectively addressed advisors' enquiries on mutual funds across asset classes such as Global Equity and Emerging Market • Analyzed fund performance and executed portfolio rebalancing to achieve clients' risk/return objectives • Collaborated with sales department by conducting thorough analysis of clients' portfolios to increase sales volume • Effectively addressed advisors' enquiries on mutual funds across asset classes such as Global Equity and Emerging Market • Analyzed fund performance and executed portfolio rebalancing to achieve clients' risk/return objectives • Collaborated with sales department by conducting thorough analysis of clients' portfolios to increase sales volume
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Manager
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2008 - 2011
• Customized investment planning for 300+ High Net Worth clients by analyzing household income and investment horizon. • Customized investment planning for 300+ High Net Worth clients by analyzing household income and investment horizon.
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Education
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Queen's University
Master of Business Administration (MBA), Finance -
Bloomberg
Equity/ Fixed Income/ FX/ Commodities -
Financial Planning Standards Board
Associate Financial Planner, Financial Planning and Services -
Guangdong University of Foreign Studies
Bachelor's degree, International Finance
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