Yupeng Liu
Santa Barbara,California
Overview
1
1
year of professional experience
Work History
Investment Banking Division
Huafu Securities
01.2025 - 03.2025
- Assisted project teams in conducting industry and company research, collecting and organizing market data, and drafting analytical reports to support M&A, bond issuance, IPO, and other investment banking activities.
- Participated in model design and data mining in research and quantitative roles; utilized Python/R for statistical analysis, data visualization, and iterative model validation.
- Supported project execution through document preparation, data archiving, and basic processes such as roadshows and transaction settlement.
Wealth Management Intern
China Galaxy Securities
01.2024 - 02.2024
- Tracked and recorded performance of private equity products to support investment evaluation and risk control.
- Conducted thematic research on data-element related equities and analyzed industry chains and listed companies.
- Drafted analytical reports to aid investment decisions.
Education
Bachelor of Science - Applied Mathematics
University of California, Santa Barbara GPA: 3.9/4
12-2025
Skills
Languages: Native Chinese, Fluent English
Programming: Python (data processing, modeling), MATLAB (basic), Office Suite (Word, Excel, PowerPoint)
Analytical: Quantitative modeling, statistical analysis, academic writing
Soft Skills: Team leadership, cross-functional coordination, research communication
Timeline
Investment Banking Division
Huafu Securities
01.2025 - 03.2025
Wealth Management Intern
China Galaxy Securities
01.2024 - 02.2024
Bachelor of Science - Applied Mathematics
University of California, Santa Barbara GPA: 3.9/4
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