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Vivian Bi, CFA

Vivian Bi, CFA

Followers of Vivian Bi, CFA3000 followers
location of Vivian Bi, CFABoston, Massachusetts, United States

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  • Timeline

  • About me

    Investment Director at Wellington Management | MIT Sloan

  • Education

    • University of California, Berkeley, Haas School of Business

      2011 - 2011
      Summer exchange student Finance, General

    • MIT Sloan School of Management

      2013 - 2014
      Master of Finance Finance 4.8/5.0

      Activities and Societies: Data Analytics Club, Quantitative Finance Club, Consulting Club

    • Zhejiang University

      2009 - 2013
      Bachelor of Economics Finance & Banking 3.91/4.0

  • Experience

    • Analysis Group

      Jul 2014 - Sept 2018

      Analysis Group is an economic consulting firm that provides economic, financial, and strategic analysis to corporations and government agencies. As an associate, I lead case teams to perform various types of analyses, including price behavior, valuation, risk assessment, loss causation, and damages on residential mortgage-backed securities (RMBS).

      • Associate

        Jul 2018 - Sept 2018

      • Senior Analyst

        Jul 2016 - Jun 2018

      • Analyst

        Jul 2014 - Jun 2016

    • Wellington Management

      Sept 2018 - now

      Oversee product management for the firm's alternative fixed income strategies, including emerging market macro, global macro, and credit long/short portfolios.

      • Investment Director

        Dec 2023 - now

      • Vice President

        Nov 2022 - Dec 2023

      • Assistant Vice President

        Jun 2020 - Nov 2022

      • Investment Specialist

        Sept 2018 - Jun 2020

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Apr 2017
      View certificate certificate

  • Honors & Awards

    • Awarded to Vivian Bi, CFA
      Awarded Outstanding Graduates of Zhejiang University Zhejiang University Jun 2013
    • Awarded to Vivian Bi, CFA
      Honor Student Service Award Zhejiang University Dec 2012 Top 5% of academic cohort
    • Awarded to Vivian Bi, CFA
      Second Scholarship of Excellent Students Zhejiang University Dec 2012 Top 10% of academic cohort
    • Awarded to Vivian Bi, CFA
      Excellent Social Practice Research Zhejiang University Dec 2010 Top 1% of academic cohort
    • Awarded to Vivian Bi, CFA
      UNIQLO Scholarship UNIQLO CO., LTD. Top 35 students selected from 7 top Chinese universities, with over 40,000 students combined