Ian Lai
About Ian Lai
Ian Lai is an Investment Banking Analyst currently working at Wedbush Securities in the New York City Metropolitan Area. He has a strong educational background in finance and actuarial science, along with experience in both the tech and finance industries.
Work at Wedbush Securities
Ian Lai currently serves as an Investment Banking Analyst at Wedbush Securities, a position he has held since 2022. His role involves analyzing financial data, preparing reports, and supporting investment banking transactions. Based in the New York City Metropolitan Area, he contributes to various projects that require a strong understanding of financial markets and investment strategies.
Education and Expertise
Ian Lai holds a Bachelor of Science degree in Actuarial Science with a minor in Music from Michigan State University, where he studied from 2013 to 2017. He furthered his education by obtaining a Master's degree in Finance from the University of Southern California - Marshall School of Business, completing his studies in 2021. His academic background provides a solid foundation in both finance and mathematics.
Background
Ian Lai has a diverse professional background, having worked in various roles across the finance and tech industries. He began his career as an Actuarial Intern at AXA in 2017 in Shanghai, China. He later served as a Valuation Summer Analyst at IAN Financial Group in 2021 in Chino Hills, California, and worked as a Product Manager at Liepin Group-HK06100 in Beijing from 2019 to 2020. This range of experience highlights his adaptability and skill set.
Certifications and Exams
Ian Lai has demonstrated his proficiency in investment management and financial analysis by passing the CFA Level I exam. Additionally, he has successfully completed the Society of Actuaries (SOA) P and FM exams, which indicate a strong foundation in probability and financial mathematics. These certifications enhance his qualifications in the finance sector.
Skills and Interests
Ian Lai enjoys working in fast-paced, high-pressure environments, showcasing his strong adaptability and stress management skills. He is skilled in strategy planning, which is essential for developing long-term business goals and objectives. His experience across different industries further emphasizes his versatility and capability in handling diverse challenges.