Equity Methods
Yu Yao is a financial professional with extensive experience in financial reporting, portfolio management, and analysis. Currently serving as a Senior Associate in Financial Reporting at Equity Methods since January 2023, Yu Yao previously held positions as Associate in Financial Reporting at the same company and as a Portfolio Management Intern at Traub Capital Management. Additionally, Yu Yao contributed as an Instructional Assistant for advanced corporate finance and accounting courses at Brandeis International Business School and co-led the Brandeis Global Markets Investment Club. Prior experience includes roles as a Financial Analyst at I Know First and In Need Solutions LLC, a research intern at Essence Securities Co., Ltd, and participation in the CFA Institute Research Challenge. Yu Yao holds a Master of Science in Finance from Brandeis International Business School and a Bachelor of Science in Finance from Bentley University.
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Equity Methods
Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting. The Equity Methods team is proud to have been rated first among financial reporting service providers for client satisfaction and loyalty in the 2020 Group Five Stock Plan Administration Benchmarking Study. We're seeking collaborative, intellectually curious professionals for a variety of roles. Please apply online at http://www.equitymethods.com/careers.