Ivy L.
Fixed Income Investment Research Analyst @Citic-Prudential Fund Management Co,ltd
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WORK HISTORY
Fixed Income Investment Research Analyst @Citic-Prudential Fund Management Co,ltd
Developed 15+ convertible-bond investment pitches, covering AI and semiconductor names, and presented ideas to portfolio managers overseeing a $14B mutual fund, contributing to the fund’s 20% YTD performance in 2025• Conducted sector research across AI, semiconductors, humanoid robotics, and sustainable energy, building industry maps and tracking key earnings, product cycles, and competitive trends to inform security selection• Monitored daily market movements and macro news, identifying cross-asset correlations and drivers of price action, resulting in building 5 quantitative screens and an automated valuation-monitoring model to track mispriced convertibles• Constructed and actively managed a simulated portfolio using both fundamental analysis and proprietary signals, outperforming strategy by its benchmark by 5.25% since August through disciplined rebalancing and risk control• Collaborated with compliance, trading, investment, and product teams to ensure positioning aligned with client risk-return profiles, strengthening internal oversight by reviewing backtests and highlighting model-driven risk
EDUCATION
Columbia University
Master of Science - MS, Enterprise Risk Management
The University of North Carolina at Chapel Hill
Bachelor of Science - BS, Economics, Statistics and Analytics
Friends' Central School
High School Diploma, General
ABOUT IVY L.
Fixed Income Investment Research Analyst @ CITIC-Prudential Fund Management | CFA Level III Candidate
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