Amy Wu Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York, New York, United States

• Collected hedge fund managers’ information from various sources and compiled comprehensive investment universes by methodically codifying and analyzing data.• Reviewed and identified performance data error using in-house validation tool. Worked with fund accountants to resolve issues. • Conducted regular and ongoing maintenance of the fund managers’ information in databases, identified and addressed any data issues.• Worked with third-party hedge fund and alternative investment databases (e.g., HFR, Eurekahedge) to support development/maintenance of new analytical tools that would allow team to follow their respective markets; found new and innovative ways of interpreting that data.• Used spreadsheets and in-house data systems to aggregate data and performed various analyses.• Conducted custom fund manager / investment universe research.• Calculated proforma returns to enable PM utilize performance data in a way that is sufficient for their analysis.• Prepared presentation for PM’s manager review meetings with CIO.• Supported due diligence and hiring process of the fund managers.• Coordinated with team to schedule periodic due diligence reviews on invested managers for CEO and PMs.

• Provided administrative support to CEO, CIO, CRO, CTO, CFO, Head of IT Infrastructure, Assistant Director of IT and other senior members of MIO.• Maintained calendar for the partners, CEO, CRO, CTO, CFO, Head of IT Infrastructure, Assistant Director of IT – scheduled internal and external meetings or teleconference.• Booked travel and track itineraries for C-level and senior members of MIO.• Submitted Travel and Expense reports for the partners and senior members at MIO.• Planned and coordinated social events; Town Hall, Offsite, Summer Outings, Happy Hours, etc.• Processed and track invoices for payment.• Acted as a point of contact for invoice related issues.• Renewed IT license and maintained the renewal tracking tool up-to-date.• Keep organization chart up-to-date to reflect current employee information and publish to internal portal via SharePoint.• Inputting wires through JPMorgan, JPMorgan Access, and Northern Trust.• Responsible for keeping track of documents going into Iron Mountain for archiving.• Reviewed and uploaded timesheets, follow-up on outstanding ones, prepared quarterly timesheet statistic report for McKinsey Master Retirement Trust reimbursement.• Coordinated with team to schedule periodic due diligence reviews on invested managers for CEO and PMs.• Planned and organized bi-annual team outing and periodic team events.

New York, New York

• Worked to provide administrative and analytical support to COO Team of Investment Banking Division in the Americas.• Approved Travel and Expense Reports for all Investment Banking bankers.• Determined validity of out-of-policy travels and compliance to divisional policies.• Processed external client requests from various research tools such as Capital IQ, Bloomberg, Thomson Reuters, and Factset.

• Provided administrative support to VP and AVP in IBD Human Resources Department.• Handled administrative assistants’ staffing coverage support analysts/associates.• Served as a point of contact for any employee issues on attendance and payroll issues.• Prepared presentation documents and reports for new hire training using PowerPoint. • Trained new non-exempt employees on the Time and Attendance system.• Approved timesheets, verified overtime hours and approved vacation days for 89 employees.• Generated various attendance reports to ensure compliance with time and attendance policies.• Conducted reconciliation of employee timesheets to ensure accuracy of attendance reporting.• Administered employee service recognition awards process for division.• Acted as liaison between team and technology support to complete trouble tickets and follow up in a timely manner.• Answered phones for VP and AVP, filing, copying, faxes, correspondence and mail.

Syracuse, New York

• Interacted with regional staff to coordinate with different distribution channels on gathering information for preparing pricing quotes and processing purchase orders. • Maintained Weekly Sales Report update for Regional Sales Manager. • Provided delivery and tracking information to customers.

Williamsville, New York

• Assisted Marketing Research staff on creating spreadsheets and entering survey. • Transcribed focus group conversation. • Created Feasibility Team Resource Assessment grid to support resource assessment update for Product Implementation and other cross functional team managers. • Administered directors and managers on various projects through the development and implementation process. • Updated project status for Implementation managers and vice president using Project Tracking Tool. • Aided to Product Development managers on Request for Proposal documents. • Prepared documents and reports using PowerPoint prior to project managers’ presentation. • Create expense reports for department staff. • Scheduled meetings, make room reservations, and arrange meeting materials. • Record Activate and Feasibility Team minutes and posting it prior to each meetings.

Minor, Marketing

Concentration: Product Development Brand Management: - Conducted feedback of the Vioxx incident recalled by Merck. (as a final project.

B.A., Psychology

Activities and Societies: Senior Research Assistant in Language and Perception Lab.Teaching Assistant for PSY101.

Regent

Activities and Societies: AP GovernmentAP EconomicAP BiologyAP Chemistry

Junior High School

Activities and Societies: President of Student Organization (1996)Volunteered for teaching at the YMCA After-School Program