Katie Yu

• Built investment grade, long maturity dated model portfolio based on both fundamental bottom up analysis and relative value grading system across major industry sectors • Prepared fund management presentation for clients regarding new investment opportunity and updated with market developments • Implemented issuer risk watchlist using VBA and constructed fund performance simulation model for senior portfolio managers

•Wrote daily research reports on Korean IT, Utility, Chemical, Small caps sectors and updated fundamental valuation modelling to best keep up with ongoing market trends •Actively supported a Portfolio Analyst by summarizing sell-side reports, sector specific issues, and monitoring client investment portfolio •Presented daily macro reviews on market to suggest possible consequence to covered stocks

• Managed Analysts by assisting daily buy-side client requests, valuation model updates and corporate meetings to best suit demand and build foundation for solid work relationships • Represented Korean corporate access and took full responsibility for clients meeting by chaperoning buy-side clients for translation and IR meeting attendance matters • Interacted with the Global Standard Chartered Equity research team to develop creative client roadshow ideas and cooperated on regional projects

Advanced Derivatives Advanced Financial Theories Advanced Fixed Income Securities Investment Solutions / Tactical Asset Allocation Asset Management Alternative Investment / Continuous-Time Finance / Commodities C++ for Finance / MATLAB / Advanced Excel and VBA