Terrence Xia

About

I am currently a rising junior at Bentley University pursuing a major in Finance and minor in International Economics and Computer Information Systems. With strong multitasking and analytical skills, I am actively involved in the financial sector at Bentley Investment Group and Bentley Asian Networking Group. My interests lie in investing and financial derivatives, and I have experience in AI training, portfolio management, and investment banking.

Experience

• Junior Advisor · Bentley Asian Networking Group2024-04-01 –
• Financial Sector Member · Bentley Investment Group2022-09-01 –
• Portfolio Management Development Program Volunteer · IvyLine Capital Group2024-08-01 – 2024-12-01

  Gained perpetual access to the content by testing the Portfolio Management Development Program. Provided weekly expertise feedback leveraging knowledge in finance and portfolio management. Posted weekly macroeconomic research for a period of six months on the APAC region in private LinkedIn group. Attended live lectures and assessed the difficulty level of each section exam and all Tri Term exams.

• Finance AI Trainer · Outlier2024-05-01 – 2024-07-01

  Trained AI models by prompting and answering questions related to the Finance, Economics, and CS fields. Evaluated and ranked responses generated by AI models. Leveraged knowledge in Finance to assess the factuality and relevance of text produced by AI models.

• Investment Banking Intern · China Reinsurance Group Company2023-07-01 – 2023-08-01

  Calculated financial metrics for company’s clients’ debt financing investment ranging from $1B to $10B. Assisted in generating due diligence reports by interviewing clients and reading their financial reports. Analyzed client’s financial metrics and created charts for report using Microsoft Excel and Word. Participated in meetings to discuss profitable investments in various large-scale infrastructure projects.

• Assistant Swim Coach · The East Hampton Hurricanes2022-05-01 – 2022-06-01

  Taught children from 5 - 18 years old advanced swimming skills and helped improve certain techniques. Created swimmer line-ups for competitive meets using Excel to optimize team performance. Organized and planned multiple swim meets, showcasing exceptional event coordination. Organized team bonding events to build and maintain relations with coaches, swimmers, and parents.

Education

• Bentley UniversityBachelor of Science - BS, Finance, Capital Markets, International Economics, CIS
• University of St.GallenBachelor of Science - BS, Finance
• Walton High SchoolHigh School Diploma

Similar talent on Pangea

Jack A.Economics-Finance Student at Bentley University | Finance & Investment EnthusiastPortland, ORBenjamin V.Aspiring Corporate Finance and Accounting Major at Bentley UniversityBoston, MAAparna T.Economics-Finance Student at Bentley UniversityBedford, NHRRyan B.Aspiring Financial Advisor | Financial Planning & Client Relationship Management | Finance Major at Bentley University (Expected 2029)United States