Andy Wang Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

• Developing and implementing a complete automation system from scratch using Python to streamline daily data checks and adjustment processes for liquidity report review

Toronto, Ontario, Canada

• Spearheaded the design and development of a credit loan agreement review tool from the ground up using LangChain and AzureOpenAI's GPT-4 with RAG technique, featuring a GUI and no token limits
• Achieved 99% accuracy in key term identification and captured more than 95% of essential details. Efficiently processed 15+ keywords within 1 min in texts of 2500 tokens, showing consistent performance across 5 active.
• Significantly improved the loan review process, reducing review time for 300-page loan agreements from days to 1-2 hours, potentially enhancing loan profitability and leading to substantial cost savings
• Initiated the development of an in-house database for storing reviewed contracts, enabling more effective comparisons between new and historical deals for senior decision-makers
• Showcased the tool as a successful proof of concept, paving the way for future enhancements in fine-tuning, prompt compression, user query auto-rewrite, and in-house LLM deployment

China

• Leveraged Python to extract tick-level trading data from database, contributing to creation of market product feature evaluations, including securities trading activity indicators, in alignment with established criteria
• Generated evaluation result labels to support subsequent investment strategy algorithms and streamline selection of securities in line with investment objectives for over 100mm portfolio
• Developed Python and SQL code to retrieve repurchase agreement data from company's database and executed data processing to facilitate company's interest rate analysis
• Utilized Python to gather security data from both Wind Terminal and company's database, subsequently performing statistical analysis and producing insightful visualizations for presentation to senior management team

China

• Engaged in credit analysis and loan approval process for 20+ small corporate clients from diversified industries, while giving suggestions on financial structures and risk exposures
• Handled thorough financial analyses and risk assessments of 20+ customer profiles to determine loan repayment capabilities and to supported senior analysts in making informed decisions regarding new, renewal, and.
• Delivered value-added financial advice and solutions on lending and investment strategies tailored to 10+ clients

Graduate, Master Of Financial Risk Management, Gpa: 3.92/4.0

MFRM Director's Award Dean's List, First Class (Top 10%)

Bachelor Of Commerce - Bcom, Finance And Economics Specialist; Focus In Data Science, Gpa: 3.92/4.0, Graduate With High Distinction

2020, 2022, 2023 Dean List Scholar Relevant Courses: Data and Information Management for Business Analytics, Forecasting Econometrics.

High School Diploma