Bofan Shi
Vice President at Rayliant Global Advisors
- Role
- Vice President at Rayliant
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Vice President
Sep 2021 — Present · Los Angeles, CA, US
Delivered thorough macroeconomic research and authored 80+ weekly market commentaries, providing house view updates on various asset classes and established firm branding in thought leadership through LinkedIn, the company website, and newsletters to institutional clients• Delivered in-depth market analysis to a group of private bankers and high-net-worth clients, fostering relationships through generating on-demand marketing materials and product training workshops. Boosted client engagement with actionable insights and successfully grew a new wealth program to $20 million in AUM• Produced and optimized performance reports and fund factsheets for institutional and high-net-worth clients, delivering key metrics to third-party databases. Collaborated with the research team to provide detailed performance analytics and commentary, actively communicating insights to clients• Led weekly CIO office meetings, delivering comprehensive analyses of key economic indicators and their impacts on portfolio holdings. Worked closely with cross-functional teams to support asset allocation decisions and implement informed portfolio adjustments, resulting in a 5% positive alpha in asset allocation decisions in 2023• Validated trading signals by combining fundamental reviews with statistical analysis. Developed and implemented a standardized firm-wide framework for signal evaluation, regularly sharing insights with the investment team.• Oversaw all investment risk controls, working closely with the research team and investment operations team to design, establish, and supervise the implementation of risk controls. Managed the risk management database and documentation, proactively addressing potential compliance breaches. Led initiatives to enhance the risk management framework, incorporating new methodologies and technologies to improve risk detection and mitigation.
Education
University of California, Berkeley
Master's degree, Mechanical Engineering
2015 — 2016
University of Illinois Urbana-Champaign
Bachelor of Science - BS, Mechanical Engineering
2011 — 2015
UCLA Anderson School of Management
Master's degree, Financial Engineering
2016 — 2017
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