Yunfei Xia

Experience

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  CRIC, E-House (China) Holdings Limited

  Jul 2014 - Aug 2014

  Research Assistant

  *Collected and analyzed the news about real estate enterprises *Studied the development mode and direction of China’s real estate for the aged, and made a report*Gathered the data of semiyearly report and analyzed the performance of these enterprises*Assisted in studying the trend of urbanization in China, built mathematical models to predict the trend and made a report

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  Harriman Capital Inc.

  Feb 2017 - Apr 2017

  Investment Banking Analyst

  *Analyzed SEC fillings (Ks, Qs) and industry landscape. Compiled and processed GDP growth, market risks premium and security specific consensus as well as a historical stock chart to determine target company’s financial health and growth trend*Creating and modifying financial and valuation models, which include performing DCF, Peer Group, EV/EBITDA analysis to give client unbiased recommendations of buy, hold, or sale*Building pitch books to clarify findings and provide actionable knowledge for managers and clients Show less

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  University of North Carolina at Charlotte

  Aug 2017 - now

  Teaching Assistant
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  Charlesworth Research (Shanghai)

  Jun 2019 - Aug 2019

  Quantitative Analyst

  *Manage and improve trading strategies ultimately resulting in profitability and risk limitation and write daily report of Profit and Loss*Research new strategies both individually and together with the portfolio manager. Contribute from idea generation to production implementation: perform research, design prototype, implement algorithms, analytics, models, and processes, support their daily usage, and analyze their performance. (Method include Bayesian inference, optimization, time-series analysis, clustering methods.) Show less