Yuan (Jessica) Liu
PROFESSIONAL PROFILE
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Regional winner of the 2014 CFA Research Challenge in British Columbia
Bachelor of Commerce student with A level academic performance in Accounting and Finance.
Intern experiences in investment banking department and a venture capital investment company.
Strong analytical and statistical skills with experience in researching, analyzing, reporting, and financial modeling.
Proficient with Microsoft Office, Bloomberg, SPSS, and C++.
EDUCATION
University of California, Berkeley- Hass Business School, Berkeley, United States
MFE Pre-courses
2015.01-2015.03
Course Work: Mathematical Foundations of Finance; C++ Programming; Statistics for Financial Engineering (All pass)
University of Victoria - Peter B. Gustavson School of Business, Victoria, Canada
Bachelor of Commerce (2+2 Program)
2013-present
Course work: Corporate Finance (A+); Financial Accounting (A+); Managerial Accounting (A)
Sun Yat-sen University- School of International Business, Guangzhou, China,
Bachelor of Economics
2011-2013
Course work: Business Statistics (A+); Evaluation of Investment (A+); Economic Growth (A);
PROFESSIONAL EXPERIENCE
Fixed Income and Foreign Exchange Department Intern
June-August 2015
British Columbia Investment Management Company
Victoria, BC, Canada
 Assisted supervisors in spread analysis of bonds in the short-term bond portfolio by using several tools in Bloomberg
and excel spread sheet.
 Helped managers forecast inflation by identifying potential influencing factors and building an inflation model.
 Assisted supervisors in detecting reasons for the discrepancy between the portfolios return records in the company's IT
system and Bloomberg.
 Learned about processes and basic skills of portfolio managing, money market trading, monthly FX analyzing and
trading, and credit analyzing
Investment Banking Department Assistant
GuangFa Securities Co., Ltd
One of the largest among the listed securities firms in China.
January-February 2015
Guangzhou, China
 Helped managers identify potential business opportunities of asset-backed securitization by conducting market research
on bank factoring as well as relevant regulations.
 Assisted managers with the completion of legal due diligence reports for projects.
 Helped promote the Australian Stock Exchange to clients interested in overseas listing by designing and making
promotional materials based on data collected from Bloomberg.
 Assisted managers with the promotion of mortgage back securitization by preparing introductory materials for clients.
Compliance Assistant
July-August 2014
Standard Chartered Bank
Guangzhou, China
 Improved the efficiency of monthly compliance reports preparation through data collection and report drafting.
 Prepared and filed over 15 financial products with local regulators to ensure regulatory compliance.
 Assisted in document preparation for the 2014 inspection conducted by The China Banking Regulatory Commission
 Documented meeting minutes for weekly regional compliance meetings and disseminated the latest regulations
Young Generation Training Program
UBS Securities
July 2014
Guangzhou, China
 Received extensive trainings related to wealth management, assets allocation strategies, and various finance products.
 Led a team of four and achieved the first place in the Asset Allocation Case Analysis competition among ten teams.
Summer Intern
April 2014
State Administration of Foreign Exchange
Guangzhou, China
National regulator of foreign exchange as a subsidiary of People’s Bank of China, the central bank in China.
 Provided over 100 import and export companies with basic account services.
 Assisted managers with the consultations about the National Annual Inspection on Capital Accounts through answering
over 1000 phones by firms.
 Improved the efficiency of the market research on the 116th China Import and Export Fair by contacting over 100 firms
in a day, and accurately entering data into the database.
Investment Manager Assistant
June-August 2013
Guangdong Technology Venture Capital Group Co., Ltd
Guangzhou, China
Top five China local venture investment corporation providing equity capital to growing companies in Guangdong Province
 Assisted investment managers by conducting industry research on traditional Chinese medicine to support their
investment strategy.
 Assessed companies’ performance through visiting the companies and conducting interviews with relevant personnel.
 Helped investment managers improve the accuracy of their evaluations by calculating future return of their investments
using financial models.
STUDENT ACTIVITIES
Director of Culture & Recreation Department
Student Society, Sun Yat-sen University
September 2012-June 2013
Guangzhou, China
 Led, trained, and coordinated a group of 14 members.
 Enriched students’ campus life by planning various large student events and performing various student services.
 Improved the Society by holding weekly meetings, collecting regular feedbacks, and performing member evaluations.
Event Director of Welcoming Evening
August-November 2012
Sun Yat-sen University
Guangzhou, China
 Delivered 15 high quality shows for over 3000 freshmen through careful planning, promoting, and supervising.
 Led, trained, and monitored a team of over 50 backstage volunteers to provide over 100 performers with excellent
backstage support including stage set-up, lights, sound, slides, microphones, and other stage facilities.
 Ensured the smooth operation by coordinating departments and making work arrangements among over 100 volunteers
CLUBS & VOLUNTEERS
 “Build your business” AIESEC volunteer project in Ancona, Italy
 Volunteer of Mustard Seed(Food Bank for the poor) in Victoria
 Member of the Young Volunteers Association of Sun Yat-sen University
April- Current 2015
September-December 2013
September 2011-June 2013
AWARDS
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First Place in the CFA Research Challenge Competition in British Columbia.
Top 4 in the KPMG Business Simulation Competition among 60 teams at the University of Victoria.
First Place in the “Mission Impossible Sustainability Business Competition” at the University of Victoria.
First Place in the Asset Allocation Case Analysis Competition in UBS’s Young Generation Training Program 2014
“The Most Popular Show” in 6th College competition of Sun Yat-sen University in 2012 (Designer of the Show)