Yuling Hou, CFA, FRM

Private Wealth Management, Morgan Stanley | Peking University

Singapore

About

Experience

  • Morgan Stanley (11 yrs 9 mos)
    • Private Wealth Management
      Jun 2018 - Present · 8 yrs 2 mos

    • Private Wealth Management
      Nov 2014 - Jun 2018 · 3 yrs 8 mos

  • Finance and Business Development Intern at CG/LA Infrastructure, LLC
    Sep 2013 - Mar 2014 · 7 mos

    - Researched about strategic projects, major companies and financing methods of infrastructure industry in the US and Asian emerging markets, such as Mainland China and ASEAN countries - Interpreted meetings between the U.S. Department of Commerce, Department of Transportation and the Chinese delegation about U.S. and China’s cooperation in the transportation and logistics industry - Assisted to organize infrastructure leadership forums, such as the 7th Global Infrastructure Leadership Forum (New York City, Feb 2014) and the 5th North America Infrastructure Leadership Forum (Washington, D.C, Oct 2013).

  • Investment Summer Analyst at China Asset Management (Hong Kong) Limited
    Jul 2013 - Aug 2013 · 2 mos

    - Conducted industry analysis for cement, automobile and real estate sectors directly under the supervision of Chairman of Investment Committee, closely tracked more than 10 HK listed stocks for the company’s fund portfolio - Researched and produced China consumer goods industry overview, which was adopted by the company for use in client presentations - Reported interim results of more than 30 companies to fund managers, and attended results releasing meetings

  • Advanced Placement Economics Instructor at Beijing Guanqiao Education
    Mar 2012 - May 2012 · 3 mos

    - Taught a Macro- and Microeconomics Advanced Placement (AP) course to high school period students

  • Business Development Summer Analyst at Shanghai Geely Meijiafeng International Trade Co. Ltd.
    Aug 2011 - Aug 2011 · 1 mo

    - Analyzed the investment environment of potential business areas, including Russia, Belarus, India and Iran, completed detailed reports about their respective diplomatic, political and economic environments - Worked as advisor with project managers, providing insight into differences in business practices and culture of Geely’s international clients