Wenxin Wu Email and Phone Number
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Passed all three levels of the CFA Program, Chartered Financial Analyst.Advanced experience in models/reports design and development with Google Big-query, SAS, SQL, Excel, MATLAB, R, etc., turning data to critical information, and evolving accuracy and efficiency;Direct experience in data quality-assurance, data mining, data structure establishment, creating reports on big datasets and other statistical analysis; Familiar with working with project managers, IT, web developer, business product and other teams in troubleshooting and resolving data issues in customized clients' products.
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Business Intelligence DeveloperUniversity Of Colorado Anschutz Medical CampusDenver, Co, Us
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Business Intelligence DeveloperUniversity Of Colorado Anschutz Medical Campus Feb 2019 - PresentAurora, Co, Us
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Model Validating AnalystAnz Jun 2018 - Jan 2019Melbourne, Victoria, Au -
AssociateIss | Institutional Shareholder Services Aug 2015 - Jul 2017Rockville, Md, Us• In charge of data analytic tasks, such as regular database updates, helping answer clients’ financial-related questions, checking and fixing data gaps and training new analysts;• Focused on clients’ projects, such as generating customized financial simulation models and research reports in SAS and MS Excel, forecasting corporate financial goals/risk based on clients’ needs and delivering reports in required format files;• Assisted building website front-end products, such as creating cases testing and fixing issues when discrepancy arise between comparable models, automatizing testing process and designing new web features;• Developed statistic simulation models to solve cases with customized and multiple financial requirements and optimize goal-setting process in required scenarios;• Supported database building process during transaction period, such as re-creating related SAS codes and SOL views and performing Quality Check process on new database tables. -
Data AnalystIss | Institutional Shareholder Services Sep 2014 - Aug 2015Rockville, Md, Us• Took charge of data collections projects, such as generating collection lists, analyzing collection results and doing monthly data feeds updating;• Extended collection universe for global companies and organized all collected company data, produced European/Australian data feeds besides US version, and perform general mathematical analysis and calculation for it;• Improved existing SAS simulation models to extendable comprehensive requirements, solving unexpected problems with other staffs;• Realized simulation model inputs back-testing process, including selecting appropriate mathematic distribution, categorizing companies by their fundamental variables and calculating their volatility and correlations with statistical methods in SAS.
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Financial Engineer/Data AnalystIncentive Lab Sep 2014 - Oct 2014Scottsdale, Az, UsIncentive Lab was acquired by Institutional Shareholder Services Inc in 2014.10. • Extracted data for executives’ compensation regularly from data warehouse, matched key elements in SQL Server, using SAS and SQL queries for data management and statistical analysis; • Created and delivered data reports for target public companies, conducted revenue, net income and incentive metrics analysis of executive members in SAS and SQL Server;• Performed mathematical and statistical analysis on large data sets to generate summary report and expanded collection universe with global companies. -
Hedge Fund Data Analyst InternPoint Global Sri Jun 2014 - Sep 2014New York, Ny, UsIdentified potential strategic partiners within a specific geographic location and establishing intial contact;Expanded and maintained database of SRI and ESG hedge funds and private equity funds in Excel and SQL. -
Personal Debt Analyst InternChina Construction Bank Sep 2011 - Oct 2011Cn• Conducted mortgage model development with Excel to forecast expected P/L, cash flows, default risks, etc.; • Generated loan-default risk analysis report with estimated loss-at-default, and delivered report at regular meeting;• Provided solution on client financial need basis, and performed consultation as a Customer-Service Manager;• Documented and classified client information and contracts, and loaded data into Personal Loan Center database;• Helped clients to manage their credit records, and issued suggestions to clients with bad credit accounts.• Assisted Personal Debt Manager in negotiating with customers for debt repayments.
Wenxin Wu Skills
Wenxin Wu Education Details
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Worcester Polytechnic InstituteFinancial Mathematics -
Cfa InstitutePassed All Three Levels Of The Cfa Program
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Sichuan UniversityEconomics-Financial Engineering
Frequently Asked Questions about Wenxin Wu
What company does Wenxin Wu work for?
Wenxin Wu works for University Of Colorado Anschutz Medical Campus
What is Wenxin Wu's role at the current company?
Wenxin Wu's current role is Business Intelligence Developer.
What is Wenxin Wu's email address?
Wenxin Wu's email address is we****@****nce.com
What is Wenxin Wu's direct phone number?
Wenxin Wu's direct phone number is +164668*****
What schools did Wenxin Wu attend?
Wenxin Wu attended Worcester Polytechnic Institute, Cfa Institute, Sichuan University.
What are some of Wenxin Wu's interests?
Wenxin Wu has interest in Swimming, Financial Modeling, Dancing, Fishing.
What skills is Wenxin Wu known for?
Wenxin Wu has skills like Financial Modeling, Finance, Forecasting, Strategy, Quantitative Analytics, Accounting, Matlab, Fixed Income, Vba, Equities, Microsoft Excel, Portfolio Management.
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