Finance student with 2+ years of experience in asset management and data analysis. Currently pursuing my studies at Columbia University, I am passionate about leveraging analytical insights to drive growth and optimize financial performance. My experience spans high-impact projects across capital markets, e-commerce, and corporate strategy.Based in New York City, I’m focused on capital markets, corporate finance, and investment opportunities, and I’m always looking to connect with like-minded professionals and explore new opportunities.Feel free to reach out—I’d love to connect!
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Etf Product Strategy InternMackenzie Investments Jan 2024 - May 2024Toronto, Ontario, Canada• Filtered data on Morningstar Direct to build Excel and Power BI charts highlighting the demand for low-volatility ETFs and supporting the launch of Mackenzie World Low Volatility ETF that has amassed over $50 million in AUM.• Facilitated the creation and launch of upcoming ETFs by analyzing market data, evaluating competitor products, and collaborating with the team to market various strategies to advisors and internal stakeholders.• Conducted thorough research of the ETF industry to create and present a sequence of ideas for a podcast series explaining and dispelling various common misconceptions and myths within the industry. -
Data Analyst InternFreshfind Aug 2022 - Jan 2023Toronto, Ontario, Canada• Analyzed trends in sales data using Excel’s analytical tools to develop and present 3 new strategies to senior management, with the implementation of two yielding a 16% sales growth over 5 months. • Automated data entry into Excel using VBA to reduce time spent on financial analysis by over 25%.• Redesigned the company's e-commerce website using Wix and increased its conversion rate by 23%. -
Operations Consulting InternKoja Consulting Sep 2022 - Dec 2022Toronto, Ontario, Canada• Assisted with 3 special projects by conducting market research, supporting financial modeling, and presenting recommendations to clients; achieved an average client satisfaction score of 4.7 out of 5.• Created PowerPoint presentations to communicate strategic insights and recommendations to 8 clients.• Developed a 30-minute workshop using PowerPoint to educate 100+ clients on consulting strategy. -
Human Resources InternKoja Consulting Jun 2022 - Sep 2022Toronto, Ontario, Canada• Cooperated with the CEO to design and implement a performance management system that increased employee productivity by 27% through regular feedback, discussions, and performance-based rewards.• Developed a 30-page employee handbook that implemented HR strategies aligned with the firm's objectives.
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Private TutorUpper Forest Hill Education Corp Aug 2022 - Dec 2022Toronto, Ontario, Canada• Conducted one-on-one tutoring sessions for 15 students ranging from highschool to university levels in Mathematics and Physics, with an 100% success rate in helping students achieve top grades in school. • Developed tailored lesson plans and learning materials based on each individual's strengths, weaknesses, and learning styles, resulting in an 8-point increase on standardized tests and 12% grade improvement on average.• Fostered a supportive learning environment that encouraged student curiosity, engagement, and confidence. -
Marketing InternMy Student Wellbeing Aug 2022 - Oct 2022British Columbia, Canada• Spearheaded an online media campaign that led to an 18% increase in clients within 3 months. • Collaborated with a cross-functional team to redesign the marketing campaign to adapt to emerging market trends, increasing customer engagement by 10% and social media outreach by 24%.• Analyzed 5 major competitors to inform marketing strategy and identify expansion opportunities. -
Sales Development InternVendora Feb 2022 - Jul 2022Toronto, Ontario, Canada• Monitored and evaluated firm products in the context of existing competitive trends to communicate product feedback through detailed reports, leading to a 15% increase in sales revenue of the products.• Collaborated with 50+ customers to proactively identify and solve various problems, enhancing the firm’s overall financial metrics and resulting in a 20% reduction in negative experience feedback.• Maintained strong relationships with 20+ past vendors through regular meetings and email check-ins.
Brian Yu Education Details
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Finance, General -
Finance And Economics Specialist -
Earl Haig Secondary SchoolHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Brian Yu
What is Brian Yu's role at the current company?
Brian Yu's current role is Columbia School of Professional Studies | Finance, Economics, and Data Science | ETF Strategy.
What schools did Brian Yu attend?
Brian Yu attended Columbia University, Rotman Commerce, University Of Toronto, Earl Haig Secondary School.
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