Shubin Liao

Summary

Starting from a young age in highschool and coming from a family of a lower socio-economic background, one laboriously developed one's investment portfolio in the stock market and worked in a financial firm to better mature one's market analysis and portfolio/asset management skills. Collaborated with various online investment circles and in-person groups with college undergraduates to compile funds to develop stable, high-yielding investment portfolios.

Work History

Intern

Wilshire Financial Group

01.2023 - 07.2023

Engaged with various members across different departments to help designate the objectives in clients' investment portfolios. Different pathways were taken depending on the clients' desired return on investment, market performance, etc.
Helped complied and analyze large quantities of data on market performance, the company's growth compared to competitors, etc. Concise, simplified reports were then handed to upper management to better quantify the company's statistics.
Utilized data from various sources such as the growth or losses from the stock market to inform upper management on the best directions that large investments should take.

Education

Bachelor of Science - Finance

University of California Riverside

Riverside, CA

09.2024

Skills

Data Management : Spent years compiling and analyzing data from the marketplace as a way to compose thoughtful and rational decisions on what stocks to invest, when to invest in such stocks, when to sell the stocks at a profit, etc
Issue Research : Even in times of a stock dropping unexpectedly or a general market downturn, market analysis was used to lessen the impact of the market's poor performance on one's investment portfolio by dropping stocks that were on an steep downhill or purchasing stocks that, although currently low, were bound to rise again in the future

Project Management : Collaborated with other fellow undergraduate stock investors to pool together funds of $5000 and, through meticulous and rational investments, managed to raise the total value of the portfolio to $20000 in the course of 6 months

Accomplishments

Coordinated with a small team of amateur and semi-professional stock investors from the Reddit forum r/wallstreetbets during the Gamestop craze back in 2021 to buy in with a cash sum of $10,000 and succeed in profiting from the stock's meteoric rise in stock price by selling the stock at a high price, coming out from the months-long investment project with a portfolio value of $50000.
Developed a professional level understanding of Mandarin to help speculate and consult with Chinese investors online on the performance of the Chinese stock market and when to engage or disengage with one's funds in one's Chinese stock portfolio.

Languages

Chinese (Mandarin)

Professional Working

Timeline

Intern

Wilshire Financial Group

01.2023 - 07.2023

Bachelor of Science - Finance

University of California Riverside

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