DIANA LIU HE
Oakland
Summary
Investment strategist with extensive experience at UBS; JP Morgan; DB and CLSA, specializing in portfolio management and client engagement. Expertise in financial modeling and regulatory compliance, implementing performance improvement strategies aligned with client objectives. Consistently achieved optimal investment returns while fostering strong stakeholder relationships.
Overview
23
23
years of professional experience
Work History
Consultant Advisor
Gage Financial Management Co.
Beijing
04.2023 - Current
- Directed investment portfolio management to align with client objectives and risk tolerances.
- Conducted research on prospective investments, evaluating risk and return characteristics.
- Developed investment strategies to meet client goals while adhering to regulatory standards.
Chief Investment Officer
Hasky Medical Research Ltd
Hong Kong
07.2020 - 03.2023
- Defined long-term investment objectives in collaboration with senior leadership.
- Conducted due diligence on potential investments and partnerships to assess viability.
- Researched investment topics, including market trends and portfolio diversification strategies.
- Maintained relationships with clients, investors, and regulators to ensure alignment.
Managing Director
CLSA Limited zxliang security
Hong Kong
02.2018 - 02.2020
- Directed financial activities to optimize funding and maximize investment returns.
- Coordinated budgeting processes to ensure efficient allocation of resources.
- Analyzed industry trends, identifying opportunities to expand market share.
Chief Investment Officer
China Regenerative Medicine International Ltd
Hong Kong
05.2016 - 10.2018
- Devised strategic offerings to elevate company's product and service portfolio. Business development with A&M
Executive Director, Managing Director
UBS, Deutsche Bank JP Morgan,
Chicago, Hong Kong
02.2003 - 07.2016
- Collaborated with cross-functional teams to achieve investment objectives.
- Conducted thorough due diligence on potential investments, assessing viability and alignment with client goals.
- Assisted in negotiations for mergers and acquisitions, securing favorable terms for clients.
- Prepared comprehensive presentations outlining investment proposals and market insights for clients.
- Presented proposed transactions and strategic initiatives to senior management.
Education
Master of Science - Business And Managerial Economics
Brigham Young University
Honolulu, HI03-1994
Bachelor of Arts - Chinese Language And Literature
Jilin Normal University
SiPing 07-1987
Skills
- Investment analysis and portfolio management
- Financial modeling and market research
- Client communication and engagement
- Regulatory compliance
- Business analysis and development
- Performance improvement strategies
- Strategy development and lead generation
Timeline
Consultant Advisor
Gage Financial Management Co.
04.2023 - Current
Chief Investment Officer
Hasky Medical Research Ltd
07.2020 - 03.2023
Managing Director
CLSA Limited zxliang security
02.2018 - 02.2020
Chief Investment Officer
China Regenerative Medicine International Ltd
05.2016 - 10.2018
Executive Director, Managing Director
UBS, Deutsche Bank JP Morgan,
02.2003 - 07.2016
Master of Science - Business And Managerial Economics
Brigham Young University
Bachelor of Arts - Chinese Language And Literature
Jilin Normal University
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