Chao Liu
About Chao Liu
Chao Liu is a Business Analyst at UBS, where he has worked since 2014. He has over seven years of experience in the Financial Services sector and has held various roles, including consultant at J.P. Morgan and intern at Shenyin Wanguo Asset Management.
Current Role at UBS
Chao Liu has been employed at UBS as a Business Analyst since 2014. In this role, he focuses on gathering requirements across various departments to enhance operational efficiency. His responsibilities include collaborating with developers and vendors to deliver technology solutions tailored for Financial Advisors, Traders, and Sales teams. Liu's extensive experience in the Financial Services sector supports his contributions to the organization.
Previous Experience at J.P. Morgan
Prior to his current position, Chao Liu worked as a Consultant at J.P. Morgan for a duration of nine months in New York, NY, from 2013 to 2014. This role provided him with valuable insights into financial consulting and the operational dynamics of a leading financial institution.
Background in Asset Management
Chao Liu gained initial experience in the financial industry as an Asset Management Intern at Shenyin Wanguo Asset Management (Asia) Ltd. in 2012. He worked for four months in Central, Hong Kong, where he was exposed to asset management practices and investment strategies.
Education and Expertise
Chao Liu holds a Master of Business Administration (MBA) from the Fordham Gabelli School of Business, where he studied from 2016 to 2018. He also earned a Bachelor of Arts in Organizational Leadership from Fordham University. Additionally, he studied at Université de Paris 8 - Saint Denis, further broadening his educational background.
Diverse Work History
Chao Liu has a diverse work history that includes roles in customer service and banking. He worked as a Customer Service Representative at Hollywood Video from 2003 to 2004 and served as a Bank Teller at Chase for three months in 2008. Liu also has military experience, having held positions in the United States Marine Corps, including Production, Planning and Expediting Manager and Pre-Expended Branch Manager.