?CFA Level II Candidate
?Advanced MS Excel skills
?Intermediate financial modelling, financial statement analysis skills

•	Worked with the student-run fund with $38,000 AUM with fundamental analysis and technical analysis
•	Adjusted asset allocation by weighting more on international assets in booming economies such as India
•	Managed fund successfully to achieve 14% annual return, outperforming benchmark index ACWI ETF
•	Gained continual support from 30-member advisory board by presenting persuasive written and oral reports

Equity Analyst

•	Assist business students in utilizing Capital IQ and Bloomberg terminal to find financial information
•	Liaise with faculty and staff to increase awareness of the lab and organize trading competitions for students
•	Coach 5 students on average daily on their financial problem sets and valuation projects

Trading Lab Teaching Assistant

Find out detailed information about Eri Cai,  in Dallas, TX

Eri Cai: in Dallas, TX

Eri Cai

Hong Kong Baptist University

The University of Texas at Dallas