Profile
Ms. Qi Liu is a Senior Associate at StepStone Group LP.
Prior to joining StepStone Group, Ms. Liu was a Investment Analyst in Ballentine Partners LLC, Research Associate in Global Industry Research at Wellington Management where she conducted research and analysis of global automotive industry-related companies as well as building financial models and valuation models for these companies.
Before that, Ms. Liu was a Risk Arbitrage Hedge Fund Intern at Loeb Partners Corp where she helped expand Asian market exposure through fundamental analysis.
Prior to that, she interned as Foreign Currency Investment Strategist intern at AIG Tokyo where she developed a foreign currency investment optimizer in Excel that output an optimal basket of foreign currencies given the return and volatility of the currencies.
Ms. Liu received a BA in Mathematics and Management Science with a concentration in Finance from the Massachusetts Institute of Technology.
She is currently a Level II candidate for Chartered Financial Analyst program.
Qi Liu active positions
| Companies | Position | Start |
|---|---|---|
StepStone Group LP
 StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Private Equity Analyst | - |
Former positions of Qi Liu
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Carl M. Loeb Advisory Partners LP
 Carl M. Loeb Advisory Partners LP Investment ManagersFinance Carl M. Loeb Advisory Partners LP (dba Loeb Capital Management) is a hedge fund manager headquartered in New York City. The firm was founded by in 1988 and provides investment advice and management services to private funds, institutions and high net worth individuals. | Corporate Officer/Principal | - |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Analyst-Equity | - |
Training of Qi Liu
| Massachusetts Institute of Technology | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Carl M. Loeb Advisory Partners LP
Carl M. Loeb Advisory Partners LP Investment ManagersFinance Carl M. Loeb Advisory Partners LP (dba Loeb Capital Management) is a hedge fund manager headquartered in New York City. The firm was founded by in 1988 and provides investment advice and management services to private funds, institutions and high net worth individuals. | Finance |
StepStone Group LP
StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Finance |
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