Ophelia Xiao

Ophelia Xiao

Specialist, SAM Rotation Program @ Charles Schwab

About

Asset Management Analyst/MS Financial Engineering Graduate with demonstrated proficiency in financial modeling, trade execution, and legal compliance within varied finance sectors. email: ophelia.xy.xiao@gmail.com

Country

United States

City

New York

Industry

Financial Services

Skill

Equity Research, Data Analysis, Python (Programming Language), Financial Modeling, Financial Analysis, Trading Strategies, Optimization, Market Research, Due Diligence, Internal Audits, Microsoft Excel, Legal Research, Legal Document Preparation

Experience

Charles Schwab

Specialist, SAM Rotation Program

Charles Schwab

LinkedIn
2025-6 - Present · 1 yr 4 mos

Lone Tree, Colorado, United States

Rotating through Equity Portfolio Management, Fixed Income Portfolio Management, Equity Trading & Capital Markets, and Fixed Income Trading & Capital Markets.

Education

Columbia University

Columbia University

LinkedIn

Financial Engineering

2023-8 - 2024-12 · 1 yr 5 mos
Barnard College

Barnard College

LinkedIn

Economics and Math

2021-9 - 2023-5 · 1 yr 9 mos
Wake Forest University

Wake Forest University

LinkedIn

Finance and Statistics

2019-9 - 2021-5 · 1 yr 9 mos

Ophelia Xiao's Contact Information

Email

******@***.com

Phone

(**) *** ****

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