Wanqiao Katheryn He
Sugar Land,TX
Overview
6
6
years of professional experience
Work History
Investment Analyst
Citigroup Inc.
Houston, TX
07.2023 - Current
- Almost 2 years of Wealth Management experience
- Assisted the region’s Private Bankers and Investment Counselor with managing the investment portfolio of 50+ UHNW relationships
- Reported directly to the Head of the US Central Region Investment Team Head
- Achieved top performance rating of '1-Exemplary' in year-end review
- Provided comprehensive customized multi-asset investment support across a variety of securities & investment products (equities, fixed income, FX, alternatives including private equity, hedge fund and alternative credit & private investments, derivatives, structured notes, SMAs, mutual funds, ETFs.) and services (including financial planning, banking and lending solutions, etc.)
- Designed and implemented both long-term strategic and short-term tactical asset allocation strategies, optimizing portfolio performance in alignment with market conditions and client objectives
- Applied portfolio management theory and advanced asset allocation techniques to develop optimized investment strategies for clients
- Conducted third-party investment managers research and fund strategies due diligence
- Monitored existing third-party strategies as well as identify new investment strategies ideas
- Engaged in facilitating conversation between external fund managers and internal investment counselors, trading desks, as well as clients
- Managed multiple time-sensitive projects simultaneously, balancing existing client portfolio reviews and updates, market research, and ad hoc client investment research projects under tight deadlines, demonstrating the ability to produce quality work within tight timeframes and managing multiple simultaneous projects
- Utilized Bloomberg, FactSet, and Excel dashboards for market and industry research, quantitative investment research, and performance analytics to support data-driven decisions
- Assessed economic trends and market activities, providing actionable insights and recommendations to enhance investment portfolios
- Built Excel spreadsheets models with Bloomberg Terminal plug-in to analyze dataset and update valuation models
- Articulated investment research insights to the investment team as well as defended investment opinions to clients
- Assisted asset managers with updating valuation models (LBO, DCF and multiples) each quarter and assessed and documented assumptions used in those valuation models
- Completed variance analysis
- Presented summary valuation and performance schedules to clients
- Prepared client meeting materials including product marketing presentations, client portfolio performance periodic review, conducted portfolio data analysis to optimize client asset allocation
- Ran portfolio analysis and performance attribution reports
- Attended 10 client meetings per week on average, demonstrating excellent communication skills and interpersonal skills
- Collaborated with internal teams such as portfolio managers and trade desk as well as external stakeholders such as client’s CPA and Estate Attorney to ensure seamless client experience, getting cross functional exposure, demonstrating experience working within a team environment
Estimator (Pricing Analyst)
McCar Companies
Georgetown, TX
06.2020 - 10.2020
- Optimized pricing for construction materials and trucking services by analyzing supply-demand dynamics, inventory levels, and market trends
- Forecasted demand, managed P&L, and developed strategies to boost revenue and margins
Engineering Intern
DBR Engineering Consultants
Houston, TX
06.2019 - 08.2019
- Developed and implemented advanced mathematical & quantitative models and statistical analyses to optimize engineering processes, improve system efficiency, and solve complex technical challenges
Education
Master of Liberal Arts (ALM) - Extension Studies Finance
Harvard University (HES)
05.2023
Bachelor of Science - Architecture Studies
The University of Texas at Austin
05.2020
Certificates And Licenses
- CFA Level 1, Passed, 11/23, Registered for CFA Level 2, 08/25
- CAIA Level 1, Passed, 02/24, Registered for CAIA Level 2, 03/25
- FINRA SIE, Passed
- Series 7, Active
- Series 66, Active
- CFP courses, Currently taking, Boston University
Additional Information
Microsoft Outlook, Microsoft Word, Microsoft Excel, VBA, PowerPoint, Financial Modeling, Bloomberg Terminal, FactSet, Morningstar Direct, Programming Language Python, Programming Language R, SQL, Tableau, Capital IQ, Intellectual curiosity, Positive attitude & resilience, Self-motivated, Highly adaptable to fast-paced environment, Analytical and quantitative, Proactive problem solver, Organizational and time management abilities, Attention to detail, Work well under pressure and tight deadlines, Multi-task & prioritize effectively, Strong interpersonal, communication skills and teamwork ability, Eligible to work in the United States without sponsorship., Willing to relocate., Available to start with two weeks' notice.
Timeline
Investment Analyst
Citigroup Inc.
07.2023 - Current
Estimator (Pricing Analyst)
McCar Companies
06.2020 - 10.2020
Engineering Intern
DBR Engineering Consultants
06.2019 - 08.2019
Master of Liberal Arts (ALM) - Extension Studies Finance
Harvard University (HES)
Bachelor of Science - Architecture Studies
The University of Texas at Austin
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