Julie Liu

Current

• Quant Analyst/Portfolio Manager - Hedge Fund Strategies at Allegiant Asset Management (National City)
• Quant Analyst/Junior Portfolio Manager at National City Bank
• Junior Portfolio Manager/ Equity Analyst at National City

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Past

• Hedge Fund Associate at Picoco LLC
• Research Associate - Intern at William Blair
• Mergers & Acquisitions Consultant at Andersen

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Education

• University of Chicago
• The University of Chicago - Booth School of Business
• University of California, Berkeley

• University of California, Berkeley

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1 more...

Connections

67 connections

Industry

Investment Management

Julie Liu’s Summary

- Currently manage a small cap long/short 130/30 fund.
- Build models and conduct research on the other six long only portfolios.
- Experience in building quantitative models for investments.

Julie Liu’s Specialties:

- long/short equity investing & long only equity investing
- multifactor modeling
- quant research
- hedge funds
- asset management
- VB.Net, MATLAB, SQL, SPlus, FactSet, Bloomberg, MarketQA

You can contact me at 626-315-2780 for further questions or information.

Julie Liu’s Experience

• Quant Analyst/Portfolio Manager - Hedge Fund Strategies

  Allegiant Asset Management (National City)

  (Public Company; 10,001 or more employees; NCC; Investment Management industry)

  June 2005 — Present (4 years 2 months)

  - Assume portfolio management role for a long short 130/30 portfolio.
  - Build quantitative multifactor investment models.
  - Conduct fundamental analysis on potential investments.
  - Research other hedge fund strategies.

• Quant Analyst/Junior Portfolio Manager

  National City Bank

  (Investment Management industry)

  2005 — Present (4 years)

• Junior Portfolio Manager/ Equity Analyst

  National City

  (Public Company; Investment Management industry)

  2005 — Present (4 years)

• Hedge Fund Associate

  Picoco LLC

  (Privately Held; 1-10 employees; Investment Management industry)

  July 2004 — June 2005 (1 year)

  - Built quantitative multifactor models based on extensive research.
  - Created a dividend value portfolio for investments.
  - Assisted with risk assessment of potential investments in the separate fund of hedge funds department.
  - Conducted fundamental analysis of potential security investments.

• Research Associate - Intern

  William Blair

  (Privately Held; 1001-5000 employees; Investment Management industry)

  June 2003 — August 2003 (3 months)

  - Conducted individual company research.
  - Covered the specialty retail sector.
  - Wrote the entire initiation report for Chicos.
  - Conducted research on other industries for general reports.

• Mergers & Acquisitions Consultant

  Andersen

  (Public Company; 10,001 or more employees; Financial Services industry)

  January 2001 — May 2002 (1 year 5 months)

  - Conducted due diligence for private equity clients on their potential targets.
  - Uncovered accounting irregularities and made adjustments to purchase price.
  - Written reports and presentations for clients on potential targets.

Julie Liu’s Education

• University of Chicago

  MBA , Analytic Finance (Quant Finance), Accounting , 2002 — 2004

  Activities and Societies:

  Investment Management, Women in Pensions, 85 Broads

• The University of Chicago - Booth School of Business

  MBA , Analytic Finance , 2002 — 2004

• University of California, Berkeley

  BA , Economics , 1998 — 2000

  - Graduated college in 2.5 years.
  - Self supported through college.

• University of California, Berkeley

Additional Information

Julie Liu’s Groups:

•    Global Analytics Network (+5K analytic professionals)