Microsoft Office Suite
Yucheng Liu
Investment Consultant
Rockville,MD
Summary
Performance-driven Investment Consultant with 2+ years of experience in achieving and exceeding business-development goals in high-pressure environments. Well-versed in coordinating and collaborating with cross-functional teams and cross-border clients from both US and China. Skilled at consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals. Relationship-development expertise that complements the ability to aggressively build solid client base and drive sales growth.
Overview
2
2
Languages
1
1
Certification
5
5
years of post-secondary education
7
7
years of professional experience
Work History
Investment Consultant
ViiNet Inc.
North Bethesda, MD
09.2018 - 12.2020
- Guided investment research and due diligence of separate accounts, REITs, ETFs and private equity funds.
- Conducted allocation research for dynamic and strategic portfolio positions, including asset classes, segments, and sectors.
- Researched securities rules and regulations on both federal and state level, interviewed industry experts, performed sensitivity analyses and compiled final reports to deliver top-notch service to clients.
- Prepared and presented investment analysis and recommendation to the internal investment management team.
- Developed, implemented and consulted on investment strategies and the development of financial plans for clients.
- Identified sales and/or executing opportunities and making referrals to internal business partners as appropriate.
- Sourced new investment opportunities and investment partners in the U.S. and China and all asset classes (public markets, private markets, and absolute return).
- Acquired, expanded and maintained client relationships through business development and client networking to grow client loyalty.
- Managed 10+ investment accounts of cross-border clients from both U.S. and China.
Senior Market Research Analyst
ViiNet Inc.
North Bethesda, MD
11.2017 - 09.2018
- Created and managed various online platforms to attain marketing goals and promote brand awareness.
- Conducted competitive and benchmarking analysis to devise social media marketing campaigns.
- Developed digital media recommendations to clients and prospects through new business pitches.
- Collected and analyzed data through surveys and events for business and client databases.
- Wrote off-site SEO content such as press releases, guest blog posts, and weekly informational articles.
- Planned and coordinated with team for multiple event scheduling, setup, registration, and breakdown.
Marketing Coordinator
Escapism Entertainment, Inc.
Washington, DC
10.2014 - 12.2017
- Negotiated a contract to open a franchise escape room business.
- Developed and updated business plan every 3 months to avoid consumer fatigue.
- Created marketing strategy based on O2O commerce leading to $10k+ in revenue before grand opening.
Public-Private Partnerships Temporary Consultant
World Bank Group
Washington, DC
09.2016 - 05.2017
- Contributor: The World Bank. (2018). Procuring Infrastructure Public-Private Partnerships Report 2018: Assessing Government Capability to Prepare, Procure, and Manage PPPs.
- Coded and analyzed raw survey data using Excel; administered surveys to local experts through SFDC.
- Researched laws and regulations using primary data sources and publicly available information.
- Analyzed indicators on a country-by-country and regional basis, and compared case studies.
Education
Master of Public Policy - Public Policy Analysis
Georgetown University
Washington, DC 08.2015 - 05.2017
Bachelor of Arts - Economics
University Of Maryland - College Park
College Park, MD 08.2011 - 05.2014
Skills
Investment Planning
Investment Advice
Asset Management
Business Development
Client Acquisition and Retention
Performance Attribution
Software
Stata
SPSS
SAS
Matlab
Qualtrics
Salesforce CRM
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Bloomberg - BMC
Quote
The best way out is always through.
Robert Frost
Timeline
Bloomberg - BMC
12-2020
Investment Consultant
ViiNet Inc.
09.2018 - 12.2020
Senior Market Research Analyst
ViiNet Inc.
11.2017 - 09.2018
Public-Private Partnerships Temporary Consultant
World Bank Group
09.2016 - 05.2017
Master of Public Policy - Public Policy Analysis
Georgetown University
08.2015 - 05.2017
Marketing Coordinator
Escapism Entertainment, Inc.
10.2014 - 12.2017
Bachelor of Arts - Economics
University Of Maryland - College Park
08.2011 - 05.2014