Member Spotlight | Iuliia Tuseeva

In this episode of CFI Member Spotlight on FinPod, we showcase the incredible journey of Iuliia Tuseeva, an Equity Analyst at the BEAM Fund and a student at Simon Fraser University (SFU) in Vancouver, BC.

Iuliia shares how her passion for mathematics and economics first sparked her interest in finance, leading her to successfully navigate a major international move alone and quickly build a competitive career foundation.

This episode covers:

🔷 From Olympiads to Investing: How Iuliia's early passion for math and economics competitions quickly translated into real-world trading and investment analysis.

🔷 The Power of Adversity: Why moving alone to Canada at a young age was her biggest struggle and how that experience built the mental maturity and independence essential for success in finance.

🔷 SFU Case Competitions: How she used global case competitions (like an M&A challenge) and student associations to gain practical skills far beyond the classroom.

🔷 Life in Private Equity: Insights from her internship at Alpine Vista's Capital, including the challenge of performing deep industry research in niche sectors (and how to find hidden data).

🔷 The Value of Community: Her experience in the RBC Women in Investment Management Mentorship Program and why learning how to network and build genuine relationships is crucial for career growth.

🔷 The BEAM Fund Experience: How her role as an Equity Analyst in a student-led, multi-million dollar fund provides hands-on, high-level experience in equity research, portfolio management, and investment strategy.

Iuliia's intentional approach to skill-stacking (including multiple CFI certifications) provides a compelling roadmap for any aspiring finance professional.

Timestamps
0:00 - Introduction to Iuliia Tuseeva
1:09 - The spark: From math to finance
4:42 - The impact of case competitions and mentors
8:27 - Navigating an international move alone
14:00 - Private Equity internship at Alpine Vistas Capital
17:05 - RBC Women in Investment Management Mentorship Program
23:51 - Being an Equity Analyst at the BEAM Fund
26:38 - Most meaningful extracurriculars and advice
29:13 - Why CFI was chosen for practical learning
33:38 - Career focus: Equity Research
38:07 - Rapid-fire fun questions
40:07 - Book recommendations for maintaining a human perspective
43:10 - Final thoughts

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