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Xinyi Wang, CAIA

Xinyi Wang, CAIA

Followers of Xinyi Wang, CAIA611 followers
location of Xinyi Wang, CAIALos Angeles, California, United States

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  • Timeline

  • About me

    Valuation Associate at Cliffwater, USC & OSU Alumni

  • Education

    • The Ohio State University Fisher College of Business

      2016 - 2020
      Bachelor of Science in Business Administration Finance specialization

    • University of Southern California - Marshall School of Business

      2020 - 2021
      Master of Science - MS Financial Mathematics

    • Copenhagen Business School

      2018 - 2019
      Study Exchange Business

  • Experience

    • The Ohio State University

      Feb 2017 - May 2020

      Student Organization: Photography & Image & Cinematography Organization (PICO)- Raised sponsorship of $4,600 for Autumn 2019 and Spring 2020 from 3 companies by building relations, presenting, negotiating, and drafting contract that convinced the companies to support the campus organization- Collected social media research and used Tableau to create a useful visualization that helped to improve marketing proposals- Organized internal resources to conduct marketing campaigns including photography production and social media endorsements - Trained existing members in the corporate relations department and leading the monthly meetings Show less

      • Vice President of Corporate Relation

        Aug 2019 - May 2020

      • Exchange Partner Mentor

        Feb 2017 - May 2020

    • Marshall Masters in Finance Association

      Sept 2020 - Dec 2021
      Chief Communications Officer

    • Harvest Fund Management

      Mar 2021 - May 2021
      Internship

    • HSBC

      Jul 2021 - Aug 2021
      Summer Internship

      Commercial Banking, International Subsidiary Business

    • ROTH Capital Partners

      Jan 2022 - Nov 2022
      Equity Research Internship

    • Cliffwater

      Dec 2022 - now
      Associate

  • Licenses & Certifications

    • Python Data Structures

      Coursera
      Jun 2020
      View certificate certificate

    • Programming for Everybody (Getting Started with Python)

      Coursera
      May 2020
      View certificate certificate

    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association

    • Bloomberg Market Concept

      Bloomberg LP
      Oct 2019

  • Honors & Awards

    • Awarded to Xinyi Wang, CAIA
      Magna Cum Laude The Ohio State University May 2020
    • Awarded to Xinyi Wang, CAIA
      Future Successful Entrepreneur prize Innovation and Entrepreneurialism Competition by Harvard University Aug 2015 - 3 of 25 people that awarded Future Successful Entrepreneur Prize- Guided basic economic and marketing research knowledge to startup personally conceptual company and presented the simulated run

  • Volunteer Experience

    • Student Volunteer

      Issued by One Heartland on Mar 2017
      One HeartlandAssociated with Xinyi Wang, CAIA