Beckie Gu
Portfolio Management Analyst @The Blue Chips Investment Club
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WORK HISTORY
Portfolio Management Analyst @The Blue Chips Investment Club
Chicago, IL, US
Built three-statement DCF models and applied Black-Litterman portfolio optimization to guide investment decisions• Developed and pitched investment theses on new opportunities (PayPal, CEG) to the Investment Committee• Conducted industry research and expert calls to source and diligence prospective investments• Re-evaluated portfolio holdings (BWXT, Charles Schwab) to update risk-return outlook and refine exit strategy.
EDUCATION
Phillips Exeter Academy
High School Diploma
University of Chicago
Bachelor's degree, Economics & Applied Math
ABOUT BECKIE GU
I am fluent in French, English, and Chinese and therefore used these skills to pursue my passion for helping others. My tutoring experience has taught me the ability to build friendly relationships with my students and effectively communicate with others despite language barriers.I was given the opportunity to work as a packer at Estar Inc. since I was 11 years old. Through working for 8 hours per day every summer, I learned the importance of persistence and hard work.
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