QIANQI CHANG
St Louis,MO
Summary
Passionate about data-driven finance and the art of numbers. I am currently pursuing my Master of Science in Finance with a focus on Wealth and Asset Management at the Olin Business School, Washington University in St. Louis. Applied Economics graduate with a Minor in Mathematics from Queen's University. FRM Level I Passed. Experienced in portfolio optimization and client relations. Beyond numbers, I find solace in fishing and the serenity of the outdoors.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Student Consultant
INVERSA Leathers
St. Louis, MO
08.2023 - 10.2023
- Collaborated with team of 5, delivering management consulting services to luxury handbag startup in New York by conducting thorough research on Bio-credits funding, conducted data analysis using excel
- Visited INVERSA on-site, formulated and presented recommendations to improve client's operations and business strategy, such as partnering with other luxury brands.
Fund Management Intern
HARVEST FUND MANAGEMENT
Guangzhou, China
05.2021 - 07.2021
- Led data analysis for 10 high-profile clients, leveraging Bloomberg Terminal for advanced forecasting resulting in 5% improvement in portfolio performance over a 2-month period
- Ensured data accuracy and efficiency by developing programs to synchronize fund data in real-time
- Drove 3% monthly sales uplift through rigorous data auditing, enhanced data management using Excel VLOOKUP functions.
Financial Analysis Intern
GOLDEN EAGLE FUND
Guangzhou, China
06.2020 - 07.2020
- Optimized databases through streamlining and analyzing fund data curation, achieving a 15% improvement in retrieval speed for financial performance analysis by enhancing precision in data classification
- Executed development of Leveraged Buyout (LBO) financial models, identifying and presenting 10% cost-saving opportunities within targeted business operations
- Created and delivered visual data analyses to 20 stakeholders, resulting in heightened client understanding and engagement, as evidenced by positive feedback and resolved queries.
Education
Master of Science - Wealth And Asset Management
WASHINGTON UNIVERSITY IN ST LOUIS
12.2023
Bachelor of Arts - – Major in Applied Economics, Minor in Mathematics
QUEEN'S UNIVERSITY
05.2022
Skills
- Bloomberg
- Morningstar
- Python
- SQL (Teaching Assistant)
- STATA
- Accounting
- MS Office (Excel, Word, PowerPoint)
- Financial Reporting
Websites
Certification
- Financial Risk Management (FRM) Level I Certification
- Bloomberg Market Concepts Certificate
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Professional
WASHINGTON UNIVERSITY IN ST LOUIS Center for Finance & Accounting Research - Wealth Management Competition, Team Lead
- Implemented simulated trading of $1 million asset portfolio with MarketWatch, and crafted investment portfolio management strategy for hypothetical client using Excel, achieving 9% ROI.
- Leveraged eMoney and Morningstar to assess ESG scores, meeting client goals through detailed analysis of beta values, returns, and Sharpe ratios.
- Secured 4th out of 44 teams nationwide in a competitive presentation hosted by Wells Fargo Advisors.
WASHINGTON UNIVERSITY IN ST LOUIS INVESTMENT ADVICE – Investment Praxis; Team Member
• Conducted in-depth research for WashU praxis fund with $2.3 million portfolio, utilizing Bloomberg and Capital IQ to gather industry data in medical device and service sectors.
• Evaluated industry trends and ethics to uncover growth opportunities to create stable, low-beta stock pool.
• Performed DCF & Sensitivity analysis to generate investment recommendation for 3 stocks in pharma sector.
ACTIVITIES/INTERESTS
• Activities: WashU Finance Network, Olin Women in Business
• Interests: Painting, Fishing, Escape room, Horror movies
Timeline
Student Consultant
INVERSA Leathers
08.2023 - 10.2023
Fund Management Intern
HARVEST FUND MANAGEMENT
05.2021 - 07.2021
Financial Analysis Intern
GOLDEN EAGLE FUND
06.2020 - 07.2020
Master of Science - Wealth And Asset Management
WASHINGTON UNIVERSITY IN ST LOUIS
Bachelor of Arts - – Major in Applied Economics, Minor in Mathematics
QUEEN'S UNIVERSITY
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