Yiwen Hou, CFA

Senior Associate at IndexIQ
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • English Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2021
    - Nov, 2024
  • Python Data Structures
    Coursera
    Jul, 2019
    - Nov, 2024
  • Programming for Everybody (Getting Started with Python)
    Coursera Course Certificates
    Mar, 2019
    - Nov, 2024

Experience

  • IndexIQ
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Associate
      • Sep 2019 - Present

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Index Equity Portfolio Analyst
      • Oct 2016 - Dec 2018

  • BlackRock
    • United States
    • Financial Services
    • 700 & Above Employee
    • Index Business Analyst, Aladdin Portfolio Services
      • Jul 2014 - Dec 2015

      Constructed 300+ custom equity, fixed income and hedging indexes as benchmarks for portfolio managers Constructed 300+ custom equity, fixed income and hedging indexes as benchmarks for portfolio managers

  • XTF Inc.
    • New York
    • Financial Research Analyst
      • Feb 2012 - Jul 2014

      1. Index Methodology Project: categorizing information into sub-aspects, providing in-depth knowledge of ETF investing strategy and fund exposure to client 2.Gathered data regarding ETF trading cost, tracking errors, and liquidity to assist ETF rating 1. Index Methodology Project: categorizing information into sub-aspects, providing in-depth knowledge of ETF investing strategy and fund exposure to client 2.Gathered data regarding ETF trading cost, tracking errors, and liquidity to assist ETF rating

  • China Development Bank
    • Banking
    • 500 - 600 Employee
    • Research Internship
      • Jul 2011 - Aug 2011

  • CCB International (Holdings) Limited
    • Banking
    • 200 - 300 Employee
    • Internship in Research Department
      • Jul 2009 - Aug 2009

Education

  • University of Bath
    Master's Degree, Economics and Finance
  • University of Bath
    Bachelor’s Degree, Economics
    2008 - 2010
  • University of Leicester
    undergraduate first year, Economics
    2007 - 2008

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