👋 Hello

I'm Sky(Jiacheng) Liu,

Based in Irvine, CA.

I work across portfolio management, capital markets underwriting and origination, real asset management, and debt financing. My focus is turning asset-level facts, lender requirements, and operating data into portfolio decisions: underwriting opportunities, structuring financing, evaluating performance metrics, and building technical systems that make reporting and execution more scalable.

4+Years of Experience
2Capital Environments

🛠️ Skills

Portfolio Management

  • Portfolio Strategy
  • Performance Metrics
  • Institutional Finance
  • Family Office Exposure
  • Power BI

Financial Underwriting

  • Capital Markets Underwriting
  • Origination
  • Debt Financing
  • Financial Modeling
  • PitchBook
  • Bloomberg Terminal

Real Estate Management

  • Real Estate Management
  • Asset Management Systems
  • Yardi
  • Argus
  • Python
  • Reporting Automation

💼 Experience

Financial Analyst Sep 2025 – Present
Boardwalk Investments Group, Costa Mesa, CA
  • Lead underwriting, scenario analysis, and portfolio reporting for strategic real asset initiatives, including data center opportunities and a national certification program.
  • Support debt financing, lender reporting, and capital markets diligence across portfolio-level refinancing and transaction workflows.
  • Design Yardi-enabled asset management workflows that improve portfolio visibility, reporting consistency, and execution discipline.
Capital Market and Advisory Analyst Dec 2023 – Sep 2025
Zachary Fund, Lake Forest, CA
  • Originated and evaluated capital markets advisory opportunities for growth-stage companies and enterprise solution providers.
  • Built DCF and P/E valuation models, benchmarked financials with PitchBook and SEC data, and assessed strategic fit across markets.
  • Coordinated with institutional and family office stakeholders across the U.S. and Mexico to support strategic alignment and three successful client acquisitions.

🎓 Education

Master of Financial Engineering Dec 2023
UCLA Anderson School of Management, Los Angeles, CA
Developed advanced expertise in financial modeling, quantitative analysis, and valuation techniques. Gained hands-on experience with real-world financial data, risk management, and investment strategies through rigorous coursework and industry projects.
B.S. Business Information Management Aug 2021
University of California, Irvine, Irvine, CA
Built a strong foundation in business operations, data-driven decision making, and information systems. Specialized in integrating business strategy with technology to optimize organizational performance and support effective management.

✉️ Contact

Email Email
[email protected]
Location Location
Irvine, CA