Yichi Xue
Los Angeles,CA
Summary
Insightful Investment Consultant Intern with hands-on experience in financial analysis, portfolio management, and investment strategy development. Recognized for high productivity and efficient task completion in dynamic financial environments. Skilled in utilizing industry tools such as Wind and Tonghuashun for tracking market data and performing technical and fundamental analysis. Excel in communication, problem-solving, and strategic planning, delivering tailored advisory services and investment solutions to meet diverse client needs. Proven ability to support investment departments through research, evaluation reports, and organizing investor events like salons and roadshows.
Overview
3
3
years of professional experience
Work History
Investment Consultant Intern
Xiangcai Securities Co., Ltd.
Beijing
05.2024 - 08.2024
- Attended daily meetings and summarized strategy points and research report highlights.
- Tracked industry indices and secondary market data using the Wind terminal and wrote internal evaluation reports.
- Developed stock and portfolio strategies by applying fundamental and technical analysis to support the investment department.
- Assisted in organizing investor salons and roadshows, providing personalized financial advice and portfolio optimization recommendations.
IT Intern
Shein Technology LLC
Los Angeles, CA
07.2023 - 08.2023
- Designed and developed websites and network projects, documenting the workflow, architecture, and programs.
- Maintained and updated the company Wiki, analyzing key report data to support decision-making.
- Provided user support and technical assistance for common technical issues.
Data Analysis Intern
LYA Design Products LLC
Los Angeles, CA
06.2022 - 08.2022
- Assisted data analysts in building and optimizing the data analysis system and business models.
- Conducted analysis and monitoring of product, operational, and user data, and wrote detailed reports.
- Identified business issues and opportunities through data mining, supporting R&D and business departments with key insights.
Investment Consultant Intern
CITIC Securities, Beijing Yuanda Road Branch
Beijing
06.2021 - 08.2021
- Participated in daily meetings, summarizing strategy points, and research report highlights.
- Tracked various industry indices and secondary market data using the Wind terminal, supporting the investment department's analysis.
- Assisted in organizing investor salons and roadshows, providing financial advice and investment portfolio recommendations.
Education
Master of Science - Mathematical Finance
University of Southern California
Los Angeles, CA12-2025
Bachelor of Science - Financial Mathematics
The Ohio State University
Columbus, OH05-2024
Skills
- Quantitative Analysis
- Python
- Matlab
- Technical Analysis
- Asset Management
- Investment strategy
- Wind&Tonghuashun
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Accomplishments
- Dean’s List: June 2020, June 2021, December 2021
Affiliations
Chinese Anime Fans Association, The Ohio State University - Head of Human Resources
June 2022 - March 2023
- Led member recruitment and promotional activities for the association
- Organized anime culture discussions and other events to increase the club’s visibility
Timeline
Investment Consultant Intern
Xiangcai Securities Co., Ltd.
05.2024 - 08.2024
IT Intern
Shein Technology LLC
07.2023 - 08.2023
Data Analysis Intern
LYA Design Products LLC
06.2022 - 08.2022
Investment Consultant Intern
CITIC Securities, Beijing Yuanda Road Branch
06.2021 - 08.2021
Master of Science - Mathematical Finance
University of Southern California
Bachelor of Science - Financial Mathematics
The Ohio State University
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