Eri Cai: in Dallas, TX

Eri Cai

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Dallas | United States
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Image UTDSOM Investment Corporation

UTDSOM Investment Corporation

Equity Analyst | 12/2014 - 05/2015

• 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
Image The University of Texas at Dallas

The University of Texas at Dallas

Trading Lab Teaching Assistant | 01/2015 - 05/2015

• 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
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