Yong Liu

About Yong Liu

FinTech, Investment Analytics, and Regulatory Compliance Professional with 18+ years of experience in providing analytical solutions and operational support to fixed income institutional investment managers and Federal Reserve banking examiners. Experience in both public and private sectors, and at both large and small companies.Investment Management Support | Investment Compliance and Reporting | Project ManagementEmail: l••••••••@yahoo.comHands-on executive / manager / consultant with a proven track-record of overseeing diverse functional areas including investment advisory, client support, investment operations, investment compliance, risk management, data management, product management, project management, quality assurance, and vendor management.Strong analytical abilities in financial analysis, asset pricing, risk management, structured security quantitative modeling, and fixed income research. Effective project management and communications skills. Capable of simultaneously managing and delivering on multiple projectsSpecialties:• Fixed Income Analytics• Structured Finance Quantitative Modeling• Client Service / Relationship Management • Investment Compliance / Reporting• Risk Management• Regulatory Compliance• Project Management / Program Management• Process Improvement• Product Development and Support• Data Management• Quality Assurance• Vendor Management / Contract NegotiationAccomplishments:• As principal project manager, successfully implemented a state-of-the-art asset liability management (ALM) system at the enterprise level.• Outperformed significant Industry competition to win a contract to install a valuation and risk management system at U.S. Treasury department and provided ongoing system support. • Automated middle office operations and data reconciliation process. Reduced average investment report delivery time by 20%.

Experience

1. Senior Vice President

   Citi

   Nov 2018 — Present · Tampa, FL, US

   Lead large project team comprised of senior stakeholders, subject matter experts, end-users, software developers, quality assurance specialists, business analysts, operations specialists and business architects in implementing enterprise-level risk management and financial planning tools for risk and finance departments.• Manage market risk trading body of work, including CCAR regulatory stress testing, internal stress testing, model risk management, and consent order deliverables.• Provide program management and program governance support, including status tracking, risk monitoring, data sourcing, adopting common technology infrastructure, budget planning, change management, and critical issues resolution.• Assist risk managers, financial planning analysts and risk capital team to incorporate scenario and what-if analysis into data-driven decision-making process.

Education

• Columbia University

  B.A., Applied Mathematics/Computer Science

• UCLA Anderson School of Management

  M.A., Economics

Skills

• Analysis
• Mortgage Lending
• Structured Products
• Vendor Management
• Financial Risk
• Asset Management
• Valuation
• Customer Relationship Management (Crm)
• Program Management
• Derivatives
• Middle Office
• Regulatory Compliance
• Financial Analysis
• Client Services
• Investments
• Investment Banking
• Management
• Securitization
• Training
• Budgets
• Finance
• Communication
• Employee Training
• Product Management
• Bonds
• Alternative Investments
• Financial Modeling
• Data Management
• Abs
• Equities
• Structured Finance
• Investment Compliance
• Asset Allocation
• Banking
• Cmbs
• Project Management
• Fixed Income
• Quality Assurance
• Credit Risk
• Risk Management