Jocelyn Liu is an experienced Investment Analyst at TruStage since February 2021, specializing in CLO buy/sell analysis and portfolio monitoring for a $2.2 billion AUM CLO portfolio. Prior roles include Junior Investment Analyst in Structured Securities, where Jocelyn analyzed various portfolios and developed a PowerBI dashboard for a $5.9 billion AUM team, and Equity Research Analyst for the Henry Fund, where financial models were created to assess intrinsic value and deliver investment recommendations. Additional experience includes a Fixed Income Research Summer Analyst position at CUNA Mutual Group and a Finance and Investment Summer Intern role at JETZY, where Jocelyn led a team in financial modeling and analysis. Education credentials comprise a Master of Science in Finance and a Bachelor's degree with double majors in Finance and Business Analytics & Information Systems from The University of Iowa Tippie College of Business.
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