Yi Wang

Yi Wang Email and Phone Number

The Next Generation Investment Research Platform in the AI Era @ Checkit Analytics
Yi Wang's Location
San Diego, California, United States, United States
Yi Wang's Contact Details
About Yi Wang

12 years experiences with banking/Lending credit risk/data analytics/reporting/modeling, including:• 5 years with community/regional/banks data analytics/management reporting/analytics • 4 years Fintech personal/business lending credit policy analytics experiences • 3 years consumer banking Treasury/Mortgage/CECL credit risk modeling experiences• Launch 200m BNPL Point of Sale home improvement loan and 100m small business advances.• Lead project manage community bank’s business Intelligence/Management reporting system.• Lead project manage FICO Blaze Origination Manager Decision Module implementation.• Advanced programming skills in MS SQL, VBA, R-Studio/Radiant, Python, SAS, Tableau/PowerBI• Proven experience in MATLAB, C#, VB, ACCESS, Business Objects XI, QRM, MISMO&XML

Yi Wang's Current Company Details
Checkit Analytics

Checkit Analytics

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The Next Generation Investment Research Platform in the AI Era
Yi Wang Work Experience Details
  • Checkit Analytics
    Founder
    Checkit Analytics Aug 2023 - Present
    Checkit Analytics is a generative AI-powered platform crafted for global retail investors in U.S.-listed stocks. Using fine-tuned large language models and a proprietary recommendation algorithm, it delivers professional insights on news, earnings reports, social media rumor assessment, and AI-driven customized data visualizations, all designed to support smarter, data-driven investment decisions.
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  • Mufg Union Bank, N.A.
    Vp-Strategic Data & Analytics Mgr
    Mufg Union Bank, N.A. Mar 2021 - Apr 2023
    • Overview and provide analytical advice to executive team on 5 billion annual mortgage relationship programs• Created monthly/daily dashboard reports and conducted ad hoc analysis to support regional managers and capital market pricing director• Managed 4 billion mortgage pricing exception program to support bank wide mortgage consultants
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  • Black Knight
    Senior Financial Engineering Consultant
    Black Knight Jul 2020 - Mar 2021
    Jacksonville, Fl, Us
    Maintained Dialer Optimizer Mortgage score model and deliver to the client (SQL)Conducted Mortgage score performance valuation (SQL/SAS)Maintained HECM Prepayment speed model (SQL/VBA)Built CECL Macro-Economic rates interpolation EXCEL-VBA tool (VBA)Developed Non-Agency Mortgage Score performance tracking report (SQL/VBA)
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  • Western Quantitative Risk Management
    Cecl Consultant
    Western Quantitative Risk Management Feb 2019 - Jul 2020
    Develop and evaluate B2B credit risk analytical product ideas, opportunities and strategyBuilt CECL required macro economic factors impact loan loss regression model(R/Python)
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  • Reliant Funding
    Senior Analyst
    Reliant Funding Jun 2019 - Dec 2019
    San Diego, Ca, Us
    • Support VP of Risk to build risk rules for business lending decisions• Drive the development of rules and models through data analysis to minimize fraud loss, delinquencies, maximize approval rate, pull through rate and promote new products, expand new markets• Worked closely with Marketing/BI/Finance/Collection/Underwriting/Sale teams to execute risk strategy• Present monthly risk and operation reports to executive team
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  • Renovate America
    Senior Data Analyst
    Renovate America May 2015 - Feb 2019
    San Diego, California, Us
    Analyzed PACE (Property Assessment Clean Energy) secured loan loss forecast and market expansionSupported launch 200 Million Unsecured point of sale personal/home improvement loanSupported launch 100 Million Contractor working capital advancesCoded credit policy into FICO Blaze Origination Manager Decision Module
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  • Far East National Bank
    Financial Data Analyst/Management Information System Project Manager
    Far East National Bank Mar 2013 - May 2015
    Los Angeles, California, Us
    Supported CEO to build Bank-Wide KPI/Units Performance Report/ Account ProfitabilitySupported Treasurer to build bank-wide TCD liquidity Risk model/transfer pricing modelSupported Treasurer to prepare monthly ALCO reports/pledge loan list reportSupported Controller to collect annual budgeting required monthly budget/Actual data sources and templatesSupported all cost/profit centers to maintain 70+ daily/weekly/monthly business intelligence reports
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  • U.S. Bank
    Quantitative Risk Analyst
    U.S. Bank Aug 2011 - Dec 2012
    Minneapolis, Mn, Us
    Developed CECL/CCAR Multiple Linear Regression macro-economic loan default model by using RDeveloped VBA-SQL Mortgage Backed Securities default probability model Built VBA-SQL reporting automation tool to speed up Basel project management team’s reporting processMaintained/Configured QRM system to assess credit risk/business risk/market risk modelsDeveloped U.S. Bank FX forward and cash positions daily mark to market P&L calculator in VBA/Bloomberg
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  • China Merchants Securities Co., Ltd.
    Equity Research Intern
    China Merchants Securities Co., Ltd. Jul 2009 - Sep 2009
    Shenzhen, Guangdong, Cn
    • Gained market analysis experience by reviewing global development and Chinese market of nuclear industry and analyzing related power generation data• Analyzing pros and cons of Nuclear power generation • Compared Chinese public listing nuclear power equipment companies• Enhanced presentation skills by creating and presenting a research report of nuclear power industry to senior manager
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  • China Southern Airlines
    Data And Pricing Analyst
    China Southern Airlines Sep 2003 - Aug 2006
    Guangzhou, Guangdong, Cn
    • Built skill at managing flight ticket sales database results and providing summary report to branch managers in order to monitor ticket sales performance vs. goals• Gained flight ticket pricing calculation experience by supporting managers in on-going ticket pricing strategy based on international fare rules• Built attention to detail skills by monitoring flight ticket sales force accuracy
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Yi Wang Skills

Quantitative Analytics Derivatives Quantitative Finance Financial Modeling Basel Ii Accounting Monte Carlo Simulation Portfolio Management Bloomberg Credit Risk Bloomberg Terminal Options Financial Risk Commodity Equities Valuation Time Series Analysis Trading Hedging Python

Yi Wang Education Details

  • University Of California, San Diego - Rady School Of Management
    University Of California, San Diego - Rady School Of Management
    Entrepreneur
  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Financial Management
  • University Of Minnesota
    University Of Minnesota
    Financial Mathematics
  • Civil Aviation University Of China
    Civil Aviation University Of China
    Accounting

Frequently Asked Questions about Yi Wang

What company does Yi Wang work for?

Yi Wang works for Checkit Analytics

What is Yi Wang's role at the current company?

Yi Wang's current role is The Next Generation Investment Research Platform in the AI Era.

What is Yi Wang's email address?

Yi Wang's email address is wa****@****ail.com

What is Yi Wang's direct phone number?

Yi Wang's direct phone number is +165150*****

What schools did Yi Wang attend?

Yi Wang attended University Of California, San Diego - Rady School Of Management, University Of Minnesota - Carlson School Of Management, University Of Minnesota, Civil Aviation University Of China.

What are some of Yi Wang's interests?

Yi Wang has interest in Economic Empowerment.

What skills is Yi Wang known for?

Yi Wang has skills like Quantitative Analytics, Derivatives, Quantitative Finance, Financial Modeling, Basel Ii, Accounting, Monte Carlo Simulation, Portfolio Management, Bloomberg, Credit Risk, Bloomberg Terminal, Options.

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