Katie Yu
Angestellt, Assistant Portfolio Manager-Fixed Income, AXA Investment Managers
Paris, Frankreich
Werdegang
Berufserfahrung von Katie Yu
Bis heute 8 Jahre und 1 Monat, seit Juni 2016
Assistant Portfolio Manager-Fixed Income
AXA Investment Managers• 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
4 Monate, Jan. 2015 - Apr. 2015
Junior Portfolio Manager
Robust Investment Advisors
•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
10 Monate, Apr. 2014 - Jan. 2015
Equity Research Analyst
Standard Chartered Bank
• 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
Ausbildung von Katie Yu
11 Monate, Aug. 2015 - Juni 2016
MSC in Financial Markets- Major in Asset Management
EDHEC Business School
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
4 Jahre und 1 Monat, Jan. 2010 - Jan. 2014
International finance
Kyung Hee University
Sprachen
Englisch
Muttersprache
Koreanisch
Muttersprache
Französisch
Gut
Deutsch
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