I am Yijuan (Linda) Liu, a seasoned finance professional with extensive experience in investment banking analytics and financial management. Based in New York, I am currently pursuing a Master of Science in Finance at Fordham University, Gabelli School of Business. I am actively involved in various clubs and organizations, including the Fordham Graduate Management Consulting Association and the Investment Banking, Private Equity, and Venture Capital Club.

My professional journey includes roles at prestigious institutions such as Goldman Sachs and J.P. Morgan Chase & Co., where I excelled as a Senior Analytics Assistant. My responsibilities included conducting efficient data retrieval and analysis, preparing comprehensive industry overviews, and managing client requests and portfolio activities. My work significantly enhanced risk and control frameworks and improved process efficiencies, particularly within the energy sector for late-stage startups aiming for IPOs.

In addition to my corporate experience, I have demonstrated exceptional skills in valuation analysis and due diligence through internships at Franklin Templeton Investment and Innolink, a China-based private equity firm. I have a proven track record of creating and managing end-to-end operational processes, utilizing tools like Bloomberg Terminal and Python for data extraction and analysis.

My achievements extend to competitive trading, where I secured first place in individual competitions and achieved remarkable returns on investment through advanced speculating and analysis techniques. Participating in the Wall Street Trading Competition and the Bloomberg Global Trading Challenge showcases my ability to leverage real-time macroeconomic trends and technical indicators to drive significant portfolio growth.

I am fluent in Mandarin and English, with elementary proficiency in Spanish and Korean, and I possess technical skills in Python, C++, Matlab, Tableau, and Microsoft Office. My certifications include the Bloomberg BMC Certificate and the Responsible Business Leader Certificate.

My diverse experiences, analytical expertise, and commitment to continuous learning make me a valuable collaborator within the CapSource network, where I look forward to leveraging my skills and knowledge to contribute to impactful projects and initiatives.