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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 invests in companies located in the United States. The firm focuses on clean energy, power & utilities, telecommunications, transport, social & natural capital sectors. It provides financing for buyouts, early, secondary and growth stage capital requirements. The firm also makes co-investments. | Private Equity Analyst | - |
Former positions of Qi Liu
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Carl M. Loeb Advisory Partners LP
 Carl M. Loeb Advisory Partners LP Investment ManagersFinance Loeb Capital Management utilizes a multi-strategy investment approach. | Corporate Officer/Principal | - |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Analyst-Equity | - |
Training of Qi Liu
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
94
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Carl M. Loeb Advisory Partners LP
Carl M. Loeb Advisory Partners LP Investment ManagersFinance Loeb Capital Management utilizes a multi-strategy investment approach. | Finance |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Finance |
Massachusetts Institute of Technology
 Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
StepStone Group LP
StepStone Group LP Investment ManagersFinance StepStone invests in companies located in the United States. The firm focuses on clean energy, power & utilities, telecommunications, transport, social & natural capital sectors. It provides financing for buyouts, early, secondary and growth stage capital requirements. The firm also makes co-investments. | Finance |
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