Alice Lai

Alice Lai

Studies at:

Loyola University New Orleans

Location in:

New York City, Greater New Orleans Area

Alice Lai

Alices connections

Currently

Studies at:
Loyola University New Orleans
Location in:
New York City, Greater New Orleans Area

Bio

Recent finance graduate searching for entry level positions in New York City in investment analysis, equity analysis, risk management, and investor relations. Internship experiences in equity research and private wealth management. Fluent in Chinese (Mandarin and Cantonese) and proficient in French. Interested in impact investments.

Alice would like to connect to people in


Alice has worked/studied in

  • France
  • United States of America

Alice speaks

  • English
  • French
  • Mandarin
  • Cantonese

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Work

2012
(Feb – Jun)

Equity Analyst Intern

The Benchmark Company
  • • Contributed to sell-side equity research reports on companies in the apparel and retail industry
  • • Performed due diligence and developed revenue, cash flow and earnings models
  • • Allocated and analyzed data from annual reports, conference call transcripts, and 10-Qs
2011
(Sep – Dec)

Private Wealth Management Intern

UBS Group
  • • Addressed client inquiries through phone/email about their portfolios
  • • Performed asset allocation and risk analysis
  • • Managed and created client service matrix for use of financial advisor
2011
(Oct – Dec)

Wealth Management Intern

UBS Group
  • • Developed financial plans and “Morningstar Portfolio Analysis Reports”
  • • Reviewed and analyzed investment models using specific investment principles
  • • Developed, implemented, and monitored marketing program to secure new business
  • • Managed and created client service matrix to for use of the financial advisor
2011
(Jul – Aug)

Communications Intern

Social Entrepreneurship in New Orleans
  • ● Managed business plan competition project with SENO partners, performed marketing analysis for social entrepreneurs, composed sponsorship packages, interacted and improved social entrepreneurship network, maintained website, updated monthly newsletters.
2010
(Jun – Jul)

Wealth Management Intern

Merrill Lynch
  • Researched mutual funds, assisted in monthly RIC reports and client portfolio reviews
2009 – 2010
(Aug – May)

Study Abroad Advisor Assistant

Loyola University
  • Assisted in the execution of events like the Country Fair, Study Abroad Fair, and Scholarship Banquet, and make banners, and welcome new students, collaborate with peers to plan and implement projects supporting CIE
2008
(Jun – Jul)

Hostess

BUBBA GUMPS SHRIMP CO.
  • Coordinated with other staff members via headset across large, high traffic restaurant area; required impeccable
  • organization and high energy
2006
(Jun – Jul)

Food preparer, cashier

Hotsy's Hamburgers and Seafood Co.
  • Responsible for receiving and filling of food orders

Work

2012
(Feb – Jun)

Equity Analyst Intern

The Benchmark Company
  • • Contributed to sell-side equity research reports on companies in the apparel and retail industry
  • • Performed due diligence and developed revenue, cash flow and earnings models
  • • Allocated and analyzed data from annual reports, conference call transcripts, and 10-Qs
2011
(Sep – Dec)

Private Wealth Management Intern

UBS Group
  • • Addressed client inquiries through phone/email about their portfolios
  • • Performed asset allocation and risk analysis
  • • Managed and created client service matrix for use of financial advisor
2011
(Oct – Dec)

Wealth Management Intern

UBS Group
  • • Developed financial plans and “Morningstar Portfolio Analysis Reports”
  • • Reviewed and analyzed investment models using specific investment principles
  • • Developed, implemented, and monitored marketing program to secure new business
  • • Managed and created client service matrix to for use of the financial advisor
2011
(Jul – Aug)

Communications Intern

Social Entrepreneurship in New Orleans
  • ● Managed business plan competition project with SENO partners, performed marketing analysis for social entrepreneurs, composed sponsorship packages, interacted and improved social entrepreneurship network, maintained website, updated monthly newsletters.
2010
(Jun – Jul)

Wealth Management Intern

Merrill Lynch
  • Researched mutual funds, assisted in monthly RIC reports and client portfolio reviews
2009 – 2010
(Aug – May)

Study Abroad Advisor Assistant

Loyola University
  • Assisted in the execution of events like the Country Fair, Study Abroad Fair, and Scholarship Banquet, and make banners, and welcome new students, collaborate with peers to plan and implement projects supporting CIE
2008
(Jun – Jul)

Hostess

BUBBA GUMPS SHRIMP CO.
  • Coordinated with other staff members via headset across large, high traffic restaurant area; required impeccable
  • organization and high energy
2006
(Jun – Jul)

Food preparer, cashier

Hotsy's Hamburgers and Seafood Co.
  • Responsible for receiving and filling of food orders

Education

2008 – 2012

Loyola University New Orleans

Bachelor's degree
2010 – 2011

École Supérieure du Commerce Extérieur (ESCE)

Business and Finance
2004 – 2008

Benjamin Franklin High School

Achievements

  • Honors: Dean’s List four semesters (graduated in top 10% of the program) Beta Gamma Sigma – international honor society
  • Phi Eta Sigma – freshmen honor society
  • Scholarships: Loyola Academic Scholarship, covering over 50 percent of academic expenses

Additional Info