Xiaoxiao Lou

About Xiaoxiao Lou

I have significant experience in portfolio management, new business development, securities analysis, research, and monitoring across a broad array of sectors. I currently serve as a Senior Portfolio Manager at the Edward Jones Trust Company, responsible for discretionary investment management of high net worth/private wealth and Trust accounts. Additionally, I am a Fixed Income Manager, responsible for building bespoke bond portfolios on behalf of the entire team of Portfolio Managers. Within this role, I am also responsible for broad Fixed Income positioning, both from a tactical and strategic point of view. Furthermore, I have extensive experience in fundamental credit and industry analysis, valuation, trading, and the application of liability driven investing (LDI) philosophy. In my current and previous roles, I have worked successfully with clients, bankers, attorneys, issuers, traders, financial advisors, rating agencies, and sell side/buy side counterparts. My securities research experience has included-Public finance fixed income analysis -General obligation -Utilities and public infrastructure -Transportation -Healthcare -Higher education -Tax backed and special revenue bonds -Corporate fixed income analysis -Utilities -Aerospace and defense -Diversified manufacturing -Transportation and logistics -Retail (staples and discretionary)-Packaged goods -Food, tobacco, beverage -Tech, media, telecom -Healthcare -Pharmaceuticals -Chemicals Work Authorization-US Citizen

Experience

1. Senior Portfolio Manager - Trust Company

   Edward Jones

   Oct 2021 — Present · Washington, DC, US

   Discretionary, multi-asset portfolio manager for private wealth/ high net worth, charitable foundations, and Trust accounts-Responsible for the full lifecycle of initial asset review, IPS construction, trade plan execution, day-to-day investment management, and annual regulatory review of portfolios-Member of Model Advisory Group, responsible for Fixed Income asset class with authority to make decisions on fund and manager line up for Edward Jones Trust Company portfolio models-Member of Fixed Income Strategy Team, responsible for timely market updates, and both tactical and strategic positioning -Fixed Income Manager creating custom bond sleeves on behalf of the entire team of portfolio managers in a de-facto SMA construct-Consult on unique situations for income-mandate accounts-Provide investments team with macroeconomic, interest rate, and central bank commentary on a recurring basis-New business consulting and development-Department lead for Aladdin Risk and Wealth

Education

• Ames High School.

  High school diploma

• Washington University in St. Louis - Olin Business School

  Business

  2006 — 2010

• Washington University in St. Louis

  B.A.

  2006 — 2010

Skills

• Securities
• Econometrics
• Capital Markets
• Financial Markets
• Series 7
• Business Analysis
• Valuation
• Bloomberg Terminal
• Powerpoint
• Finance
• Bonds
• Business Strategy
• Investments
• Statistics
• Trading
• Microsoft Office
• Financial Analysis
• Fixed Income
• Risk Management
• Bloomberg
• Economics