Evie Liu
Healthcare Financial Analyst
Summary
Highly motivated, results-driven, and intellectually curious finance professional with a keen sensitivity to market trends and an innovative approach to research. Known for consistently forming differentiated views compared to the market, I combine strong business acumen with an unwavering passion for learning. A global thinker, I'm committed to transforming complex data into actionable investment strategies while constantly challenging the status quo. Adept at navigating fast-paced, high-pressure environments, my ability to stay ahead of emerging trends provides valuable insights to drive success.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
1
1
Certification
Work History
Healthcare Analyst
HSBC
01.2021 - Current
- Lead fundamental equity research on China's healthcare sector, covering a diverse range of industries including pharmaceuticals, medical device & consumption, healthcare services
- Developed financial models and forecasts to support investment recommendations and assist in formulating market strategies
- Published in-depth thematic reports on emerging trends, cross-regional analysis, healthcare policies, AI and technological innovations
- Maintained strong relationships with listed companies and institutional clients, organizing corporate access events and field research tours
- Engaged in pre-deal investor education, including HKEX listings and biotech company initiations in ophthalmology and RNA therapeutics
China Equity Strategy Associate
HSBC
01.2019 - 12.2020
- Rotated through a two-year graduate training program focusing on top-down macroeconomic research and equity strategy
- Conducted detailed analyses of the macroeconomic landscape, international relations, and sector-specific developments
- Developed quantitative models to track market sentiment, liquidity, and economic activities, providing actionable insights for sector allocation
- Authored thematic reports on technological self-sufficiency, clean energy, and ESG risks and opportunities in various industries
Brand Ambassador (Part-Time)
Swarovski
09.2017 - 12.2018
- Collaborated with sales and marketing teams to create and execute campaigns, contributing to store visual merchandising and social media content
- Successfully met and exceeded sales targets while ensuring exceptional customer service and after-sales care
Project Intern
LEK Consulting
07.2018 - 09.2018
- Supported market entry strategy for a leading pharmaceutical company in the hemodialysis market, including competitive landscape analysis, market sizing, and regulatory review
- Conducted business and financial analyses of benchmark companies and evaluated client's internal capabilities to recommend market entry strategies
Investment Analyst Intern
BMYG
03.2018 - 05.2018
- Conducted industry research across multiple sectors (real estate, retail, mining, etc.) to evaluate investment potential and assess business models, management strategies, and valuation
- Assisted in due diligence for potential acquisitions, including market entry strategies for a Chinese company expanding into Australia's healthcare industry
Education
Master of Finance -
University of Melbourne
Melbourne, Australia 01.2017 - 01.2018
Bachelor of Commerce -
University of Melbourne
Melbourne, Australia 01.2014 - 01.2016
International Baccalaureate -
Diocesan School For Girls
Auckland, New Zealand 01.2008 - 01.2013
Skills
Market Sensitivity & Innovation: Sharp and highly sensitive to market fluctuations, with a proven track record of anticipating shifts and forming differentiated, market-leading investment views
Financial Modelling & Valuation: Expertise in building robust financial models to support investment theses
Investment Strategy: Deep experience in equity research, business model analysis, and thematic investment strategies in the healthcare sector
Healthcare Research: Extensive knowledge in healthcare services, pharmaceuticals, CRO/CDMO, medical consumption, emerging technologies and biotech
Global Mindset: Ability to analyze and synthesize information across diverse markets, cultures, and regulatory environments
Communication & Collaboration: Strong interpersonal skills; proven track record in client service, corporate access, and cross-functional teamwork
Creative Problem Solving: A knack for developing innovative solutions and critical thinking in fast-paced, high-pressure environments
ESG Integration: Strong commitment to integrating Environmental, Social, and Governance (ESG) factors into investment analysis
Certification
CFA Level 3 Candidate
Key Personality Traits
- High Achiever: Demonstrated success across diverse roles, consistently exceeding expectations in challenging environments.
- Learning Agility: Rapidly absorbs new information, demonstrating flexibility and adaptability in dynamic markets.
- Global Perspective: Brings a diverse, cross-cultural viewpoint, fostering unique insights in decision-making.
- Collaborative & Client-Centric: Strong communicator with a track record of building relationships and driving value in team and client settings.
- Creative Thinker: Approaches challenges with innovative solutions, differentiated and a forward-thinking mindset.
Interests And Passions
- Passionate about global travel, writing, and visual arts
- Committed to ESG, empowerment, mental health, and mindfulness
- Enthusiastic about pilates, photography, nature therapy, and speech & drama
Timeline
Healthcare Analyst
HSBC
01.2021 - Current
China Equity Strategy Associate
HSBC
01.2019 - 12.2020
Project Intern
LEK Consulting
07.2018 - 09.2018
Investment Analyst Intern
BMYG
03.2018 - 05.2018
Brand Ambassador (Part-Time)
Swarovski
09.2017 - 12.2018
Master of Finance -
University of Melbourne
01.2017 - 01.2018
Bachelor of Commerce -
University of Melbourne
01.2014 - 01.2016
International Baccalaureate -
Diocesan School For Girls
01.2008 - 01.2013
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