Summary
Overview
Work History
Education
Certification
Timeline
Generic

Yijie Tang

Hartford,USA

Summary

Yijie Tang, a financial risk management enthusiast, boasts over 2 years of experience specializing in investment strategy, IPO preparations, and regulatory compliance. Tang's successful management of a $1 million fund at UConn underscores financial acumen and strategic foresight. With hands-on experience in IPO audits and financial advisory in investment banking, Tang adeptly navigates financial markets. Proficient in creating S-1 registration statements and executing successful IPOs, Tang's expertise in crafting investment strategies contributes to organizational success in the competitive financial landscape. Additionally, he is proficient in Python, R, and SQL. Currently targeting a financial risk analyst role in the banking industry.

Overview

4
4
years of professional experience
1
1
Certification

Work History

University Fund Manager

Connecticut
Hartford, CT
06.2023 - Current
  • Leverage a top-down investment strategy to manage the 1 billon University of Connecticut Fund, focusing on selecting opportunities with robust business models, contributing to 8.3% annually return.
  • Utilized Bloomberg for portfolio attribution analysis, dissecting factors influencing portfolio returns compared to benchmark indices; Achieved a 10% improvement in overall portfolio performance by identifying and minimizing holdings with negative impacts on asset allocation and security selection.
  • Implement a sophisticated Premiums Paid Analysis, integrating Mergers and Acquisitions (M&A) activities to enhance investment decision-making. Timely sell stock holdings upon identifying potential antitrust risks, averting a 5% loss in affected stocks.
  • Concentrate on robust risk management by strategically diversifying the portfolio across sectors to enhance stability and reduce vulnerabilities; decrease annualized portfolio volatility by 4% and lower portfolio beta by 0.7, increasing portfolio resilience.

Venture Capital Investment Analyst

Energy Innovation Capital
Orinda, CA
10.2023 - 01.2024
  • Conducted market research in the Carbon Capture industry, revising the industry's CAGR to 18% in alignment with the commitment to net-zero emissions by 2050. Developed a forward-looking analysis to forecast the financial impact of potential U.S. carbon tax policies, estimating that industry leaders like Exxon could face an annual cash outflow of $12.4 billion.
  • Utilized Tableau and R to effectively visualize and analyze funding data, encompassing various funding rounds, identifying companies that exceeded the industry average fundraising by 40%.
  • Employed deal sourcing techniques to detect startups with a commanding market presence. Highlighting 3 startups with significant advancements, delivering compelling pitches to emphasize their innovation and growth potential compared to existing methods.

Research Fellow

Enable Life Sciences LLC
Farmington, CT
05.2023 - 07.2023
  • Served as the sole Point of Contact to oversee the financial operations in a flat management structured startup.
  • Applied logistic regression analysis to assess the correlation between price and product metrics, integrating competitor-based pricing models to formulate market-aligned pricing strategies that justified pricing our product 20% higher than the industry average, backed by data-driven reasoning.
  • Designed a cash flow management system to conduct monthly monitoring of our financial status, accounting for costs at each stage and providing guidance on fundraising timelines and minimum required funding over a 3-year horizon.

Equity Committee Intern

Dongxing Securities Co., Ltd.
Zhejiang, China
07.2021 - 10.2021
  • Conducted IPO preparations and due diligence for a manufacturer with 180 million registered capital; Participated in advisory team for a client's IPO process, navigating regulatory requirements and financial structuring; Crafted and refined the S-1 registration statements, representing the client's financial status and growth prospects to meet regulations for a successful IPO on Shenzhen stock exchange.

Research Assistant

TF Securities Co., Ltd.
Shanghai, China
07.2020 - 02.2021
  • Generated and presented over 100 PowerPoint presentations during investment pitches, emphasizing critical metrics such as Return on Investment (ROI) through comprehensive comparative analyses, resulting in the successful acquisition of investments totaling 5,000 shares with a total valuation of $53,000.
  • Engaged in 80 hours of comprehensive desk research, gathering a substantial dataset comprising 20 sets of essential macroeconomic indicators, notably CPI and GDP, sourced from the FRED; Utilized R packages, including 'quantmod' and 'tidyquant' to extract and handle data from financial databases.

Education

Master of Science - Financial Risk Management

University of Connecticut
05.2024

Bachelor of Science - Transportation & Communication

Shanghai Maritime University
06.2022

Certification

  • Financial Risk Manager (FRM) Level 1
  • University of Oxford Algorithmic Trading Program

Timeline

Venture Capital Investment Analyst

Energy Innovation Capital
10.2023 - 01.2024

University Fund Manager

Connecticut
06.2023 - Current

Research Fellow

Enable Life Sciences LLC
05.2023 - 07.2023

Equity Committee Intern

Dongxing Securities Co., Ltd.
07.2021 - 10.2021

Research Assistant

TF Securities Co., Ltd.
07.2020 - 02.2021

Master of Science - Financial Risk Management

University of Connecticut

Bachelor of Science - Transportation & Communication

Shanghai Maritime University

Similar Profiles

CREATE PROFILE
Yijie Tang