Deep Enrich
Jiaxi Mo
Asset Management Intern
845 followers
New York, New York, United States
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About me
Private Wealth Management Associate at UBS
Education
University of Southern California
2018 - 2022Bachelor of Science - BS Business Administration (Finance)Activities and Societies: Trojan Investing Society, Global Impact Scholars, Singularity
Experience
Shanghai Securities Co., Ltd.
Jun 2019 - Jul 2019Asset Management Intern• Compiled 50 general ledger entries on a short schedule with 100% accuracy• Developed detailed spreadsheets identifying market trends to create revenue, profitability, and expense forecasts of American blue-chip stocks as educational content for investment advisors.• Key Contribution: Researched and authored a macroeconomic analysis and market outlook on the S&P 500, Nasdaq, Dow, SSE 50, and the CSI 300 indices.
Emzingo & EmzingoU
Jul 2019 - Sept 2019Consultant Strategy Intern (Remotely)
Singularity Co.
Aug 2020 - Apr 2022Co-Founder & Head of Asset Management• Key Leadership: Led the finance department to evaluate select companies for potential investments by utilizing various fundamental financial analyses such as DCF, FCF, Profitability, and Public Comparable analysis
Vermilion Rock Advisors
Jan 2021 - Apr 2021Priave Equity Analyst• Conducted company research on potential acquisition opportunities through PEVC sourcing channels.
Barclays Investment Bank
May 2021 - Aug 2021Sales and Trading Summer Analyst• Strategic Transactions Group• Equities Derivatives Trading - Structured Derivatives
UBS
Feb 2023 - nowPrivate Wealth Management Associate
Licenses & Certifications
- View certificate
CFA Program Level I
CFA InstituteApr 2025
Series 7
FINRAJul 2023Series 66
FINRAAug 2023
Languages
- chChinese
- enEnglish
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