Welcome to my portfolio
Hi, I'm Jaclyn Liu π
Finance professional with 10+ years in investment sales, fintech & education.
Now pivoting to Computational Linguistics to unlock alternative data insights in the investment industry.
Welcome to my portfolio
Finance professional with 10+ years in investment sales, fintech & education.
Now pivoting to Computational Linguistics to unlock alternative data insights in the investment industry.
I'm a finance professional with over 10 years of experience across investment sales, fintech, and education start-ups. I've had the privilege of running billion-dollar territories in Richmond and Vancouver, bringing them to top-tier performance at BMO Global Asset Management.
At Mackenzie Investments, my team won Top Momentum (Fastest Growing) and was nominated for Top Net Sales.
I hold a BCom in Finance from UBC Sauder, graduating near the top of my class in the PMBA program. I'm now channeling my analytical background into Computational Linguistics to make sense of alternative data in the investment world.
BCom Finance & PMBA β UBC Sauder School of Business (Near Top of Class)
10+ years in Investment Sales, Fintech & Education Start-ups
Managed billion-dollar territories at BMO Global Asset Management; Top Momentum Award at Mackenzie
Computational Linguistics & Alternative Data in Finance
Python, Pandas, NumPy, Matplotlib β exploratory data analysis and visualization.
NLP techniques, text mining, and alternative data extraction for financial insights.
Managed billion-dollar territories, deep expertise in asset management and fintech.
Proven track record of leading high-performing teams and building client relationships.
Experience scaling territories from ground up to top-tier performance.
Writing clean, reproducible code for data projects and version control via GitHub.
A sentiment analysis research project examining how Trump's Truth Social posts correlate with global crude oil price movements β using NLP to turn political language into alternative data for financial markets.
View on GitHub βInvestigating positive lead-lag relationships between US inflation indicators and US commodities prices β quantifying the timing and strength of how inflation pressures move through commodity markets.
View on GitHub βA Python-built stock dashboard simulation for tracking equities, exploring portfolio behavior, and prototyping investor-friendly views β bridging the worlds of investment sales and reproducible code.
View on GitHub βA bilingual (English & Simplified Chinese) data analytics dashboard forecasting Vancouver downtown condo resale market trends from 2026β2030 β designed to make local real estate insights accessible to a wider audience.
View on GitHub βExploratory data analysis on Netflix's 1990s film catalog β uncovering trends in movie duration, genres, and the rise of short action films using Python and Pandas.
View on GitHub βAn end-to-end Jupyter Notebook study of Super Bowl history β viewership trends, ad costs, halftime performers, and team dominance, told through clean Python visualizations.
View on GitHub β
Music is one of my biggest passions outside of work and data. I love expressing myself through song β check out one of my videos on Instagram!
Whether you're interested in collaborating, discussing data, finance, or just want to say hi β my inbox is always open.