Sarah Wu Email and Phone Number
Sarah Wu work email
- Valid
- Valid
- Valid
- Valid
Sarah Wu personal email
Sarah Wu is a Sr. Investment Product Analyst at IR+M at Income Research + Management. She possess expertise in filemaker, resource mate, prezi, wordpress, microsoft office and 5 more skills. She is proficient in Spanish.
Income Research + Management
View- Website:
- incomeresearch.com
- Employees:
- 188
-
Senior Investment Product AnalystIncome Research + Management Nov 2024 - PresentBoston, Massachusetts, United States
-
Investment Strategy Research AssociateWellington Management Jan 2023 - Oct 2024 -
Client Analyst, AvpWellington Management Nov 2017 - Jan 2023Produce customized reports and presentations for Financial Reserves Management clientsCoordinate client portfolio needs between compliance, product management, and portfolio management departments
-
Fixed Income ConsultantFactset Sep 2014 - Oct 2017Supported clients that represented $4.5 million of Annual Subscription Value specializing in insuranceAided and trained clients in navigating software, reporting, and interpreting portfolio and risk analyticsBeta-tested and implemented new releases at early adoption clients and coordinated client feedback and release prioritization for product developmentImplemented software at new clients which included vetting data as well as setting up production processes for reporting needsRestructured client data processes and flows to maximize reporting efficiency -
M&A Research Analyst InternPreston Todd Advisors Jan 2014 - May 2014Generated leads through research of companies similar to current clients' acquisition history based on industry type, historic transactions and funding, and growth potential.Evaluated M&A targets in the payments technology sector and pre-market opportunities for client companies seeking strategic acquisitions
-
International Trade InternWebport Global May 2013 - Aug 2013Greater Boston AreaRestructured WebPort Global’s Twitter marketing campaignManaged Events, News, and Knowledge Resource pages on webportglobal.comResearched international trade trends, particularly regarding trends in the Agriculture and Food Industry, and IrelandWrote blogs for WebPort Global regarding international trade trends -
General InternThe Henry Jackson Society Mar 2013 - Apr 2013London, United KingdomResearched and constructed al-Qaeda profiles for publication in supplementary reports used by the UK home office for policies regarding counterterrorismCoordinated weekly panels with key political and economic speakers and report launches by providing customer and administrative supportRecorded and transcribed speeches for weekly speaker panelsActed as public relations liaison between the Henry Jackson Society and Members of Parliament -
Research InternLawprose, Inc. Sep 2009 - Aug 2010DallasAssisted in event planning and marketing of the companyAnalyzed geographical and business demographics in comparison with legal business trendsResearched target markets for potential growth areas in the client baseCoordinate and managed research materials, books, and reference documentsCataloged one of the largest private libraries in the United States with over 32,000 volumesReformatted Continuing Legal Education programs from traditional in-person lectures to online delivery for on-demand coursesVerified firm contacts for file updatesStructured market research for promotional materials
Sarah Wu Skills
Sarah Wu Education Details
-
Boston University - School Of ManagementAccounting And Finance -
The Hockaday SchoolHigh School Diploma
Frequently Asked Questions about Sarah Wu
What company does Sarah Wu work for?
Sarah Wu works for Income Research + Management
What is Sarah Wu's role at the current company?
Sarah Wu's current role is Sr. Investment Product Analyst at IR+M.
What is Sarah Wu's email address?
Sarah Wu's email address is sw****@****set.com
What schools did Sarah Wu attend?
Sarah Wu attended Boston University - School Of Management, The Hockaday School.
What are some of Sarah Wu's interests?
Sarah Wu has interest in Traveling, Classical And Jazz Music, Piano.
What skills is Sarah Wu known for?
Sarah Wu has skills like Filemaker, Resource Mate, Prezi, Wordpress, Microsoft Office, Powerpoint, Marketing, Fixed Income Analysis, Market Research, Financial Analysis.
Who are Sarah Wu's colleagues?
Sarah Wu's colleagues are Carlos Martinez-Gracias, Than Htike, Wilfred Gonzalez, Katelyn Callan, Makhissa Damba Bracy, Narwan Nzhat, Sarah Kilpatrick.
Not the Sarah Wu you were looking for?
-
Sarah Wu
Tell Me Your Story And I'Ll Help You Write It | Career Coach | Resume/Cv Writer | Job Search Strategy | Linkedin Optimization | Interview Preparation | Ats-Optimized ResumesGreater Chicago Area1cccis.com -
5datadoghq.com, credit-suisse.com, csfb.com, nyu.edu, upenn.edu
-
3gmail.com, opm.gov, gao.gov
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial