Chaoyu Wang work email
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Currently working in the control group of the treasury department in Fidelity Investments, working with various department to provide smooth and risk-free operation service and automating daily processes.
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MufgNew York City -
Lead AnalystMufg Mar 2021 - PresentChiyoda-Ku, Tokyo, Jp• Taking ownership of the issues reporting and tracking program for MUTB. • Producing various reports for upper management review including monthly ECA, OMC report, Semi-Annual Trends Analysis, dashboards, risk taxonomy report, etc.• Monitoring the progress of open issues and acquiring required documents and approvals from various business groups for issue registration and closure.• Liaison with internal and external stakeholders in completing assigned tasks on time.• Engaging in automation process with Excel macros and other computer tools.• Assisting data migration to new OpenPages system and performing user acceptance testing (UAT).• Perform Ad-hoc duties including assisting Audit and streamlining work process, etc.
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Sr. Reconciliation RepresentativeFidelity Investments Jun 2019 - May 2022Boston, Ma, Us• Comparing custodian accounts and Fidelity records to locate the aged discrepancies• Providing reconciliation services that mitigate risk and ensure proper controls around mutual fund, • Communicating with various departments to ensure that problems are solved in time • Engaging in automation process such as creating advanced macros and other computer tools • Miscellaneous assignments such as generating reports, assisting audits and testing cases -
Performance Reporting Brokerage Operations RepresentativeFidelity Investments Jun 2018 - Jun 2019Boston, Ma, Us-Research and resolve daily exceptions generated from the CALIPER performance engine-Understand and communicate complex return calculations-Resolve brokers' and clients' inquiries via telephone and work items-Support performance reporting for Fidelity’s customers-Analyze and validate 1, 3, 5, 10 years, since inception annualized and cumulative returns, and composite returns using time weighted and money weighted methods-Calculating monthly rate of returns for Fidelity model accounts.-Reconciling reporting data from Access database.-Review current processes, identify system deficiencies and recommend ways to streamline the process to make it more efficient; focus on automating the process to reduce the manual effort involved-Research and resolve customer inquiries received-Employ OSG Guiding principles with a focus on World Class Service
Chaoyu Wang Skills
Chaoyu Wang Education Details
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Stony Brook UniversityApplied Mathematics And Statistics -
Stony Brook UniversityEconomics
Frequently Asked Questions about Chaoyu Wang
What company does Chaoyu Wang work for?
Chaoyu Wang works for Mufg
What is Chaoyu Wang's role at the current company?
Chaoyu Wang's current role is Lead Analyst in Issue Management.
What is Chaoyu Wang's email address?
Chaoyu Wang's email address is ch****@****fmr.com
What is Chaoyu Wang's direct phone number?
Chaoyu Wang's direct phone number is +191797*****
What schools did Chaoyu Wang attend?
Chaoyu Wang attended Stony Brook University, Stony Brook University.
What skills is Chaoyu Wang known for?
Chaoyu Wang has skills like Finance, Customer Service, Microsoft Access, Economics, Bank Reconciliation, Microsoft Excel, Analytical Skills, Financial Analysis, Investments, Risk Management, Financial Services, Financial Modeling.
Who are Chaoyu Wang's colleagues?
Chaoyu Wang's colleagues are Luisa Gorietti, Dinesh Madhavan, Neri Martinez, David Chua, Yuta Mitarai, あかさたな, Bill (Bilal) Malik.
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