XB
Fight On!
About Me
EXPERIENCE AT A GLANCE
5
years of M&A due diligence and financial analysis experience
3
years of equity research experience covering U.S. and international markets
$2M
Managed a $2M AUM equity portfolio at USC Marshall Student Investment Fund
3
Experienced in multi-asset class investments, including equities, fixed income, and alternative assets
Xinyue (Tracy) Bai
"We must move with the flow of the process."
Education
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University of Southern California, Marshall School of Business; M.B.A in Finance; May 2024
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Beijing University of Chemical Technology; B.E in Chemical Engineering; July 2017
Experience
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Serving on the investment committee as a portfolio analyst at HFG Trust; leading fund research and portfolio construction; managing 400+ client accounts and collaborating with 20+ advisors
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5 years of M&A due diligence and financial analysis experience
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2 years of equity research experience covering U.S. and international markets
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Interned at JPMorgan Chase & Co. Global Private Bank as MBA summer associate
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Managed a $2M AUM equity portfolio at USC Marshall Student Investment Fund
Technical Skills
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Financial Modeling: Proficient in developing and maintaining detailed earnings and valuation models, including DCF and LBO
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Data Analysis: Adept at analyzing large data sets using Microsoft Excel, VBA, Power BI, Tableau, Python with Jupyter Notebook, and R
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Fundamental Research: Skilled in conducting bottom-up and top-down research, formulating screening lists, and visualizing significant data points
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Fund Selection & Research: Experienced in conducting in-depth fund research and selection across multiple asset classes using Morningstar Direct and Bloomberg Terminal
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Portfolio Management: Skilled in managing model-based portfolio rebalancing, executing trades across various platforms such as Tamarac, NetX360+, Charles Schwab, and TIAA
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Writing and Reporting: Experienced in authoring 50+ equity research and consulting reports and presenting visualized insights to executives
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Risk Management: Competent in managing portfolio risk exposures and optimizing portfolio rebalancing and trading strategies
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External Relations: Passionate about client acquisition and networking with management teams, with a proven track record of successfully bringing in clients and achieving revenue growth
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Investment Platforms Proficiency: Expert in utilizing Bloomberg Terminal, FactSet, Refinitiv, Capital IQ, PitchBook, and Mergermarket for research and analysis
San Francisco
Contact
Address
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560 Mission Street
San Francisco, CA 94105