Yu-Wen Wang

Yu-Wen Wang Email and Phone Number

MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust @ New York, NY, US
New York, NY, US
Yu-Wen Wang's Location
New York, New York, United States, United States
About Yu-Wen Wang

As an Investment Advisor at a Private Trust, I manage a portfolio of real estates, equities and etc., focusing on long-term wealth growth and preservation through a proactive and data-driven approach. Currently pursuing a Master of Science in Applied Analytics at Columbia University, I combine curiosity and creativity to identify undervalued assets, optimize investment strategies, and develop Python-based risk management frameworks that ensure steady financial growth. I have a deep passion for mathematics and quantitative finance, dedicating over 70% of my free time to exploring these fields.

Yu-Wen Wang's Current Company Details
Woodland Horse Holdings LLC

Woodland Horse Holdings Llc

MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust
New York, NY, US
Yu-Wen Wang Work Experience Details
  • Woodland Horse Holdings Llc
    Woodland Horse Holdings Llc
    New York, Ny, Us
  • Private Trust (Confidential)
    Investment Advisor & Data Analyst
    Private Trust (Confidential) Aug 2024 - Present
    New York, New York, United States
    • Collected and processed ETF data from multiple sources using R libraries such as dplyr and quantmod, analyzing over 200 ETFs to evaluate performance based on historical returns, volatility, and liquidity metrics.• Applied linear regression models in R to identify trends and forecast future ETF performance, optimizing asset allocation decisions.• Used kmeans() function for k-means clustering in R to group ETFs based on their risk-return profiles, allowing for more diversified and risk-adjusted portfolio management.• Extracted and analyzed real estate data from Zillow using R web scraping libraries like rvest and httr, evaluating market trends and identifying undervalued properties for investment.• Participated in real estate purchase transactions, coordinating with legal and tax professionals to structure deals under trust frameworks, and ensuring compliance with regulatory and tax considerations.
  • Pwc
    Audit Intern
    Pwc Jul 2023 - Sep 2023
    Shanghai, China
    • Utilized PwC’s Aura Platinum software to perform financial audits, reconciling accounts and validating financial data for compliance with IFRS standards.• Assisted in auditing publicly-traded corporate accounts worth over $50M, focusing on detecting discrepancies in financial statements.• Organized and reviewed client-provided financial documents, including general ledger, accounts receivable, and accounts payable, streamlining the documentation process and improving audit efficiency.• Collaborated with audit teams and communicated with clients to assess risk exposure and ensure financial accuracy through detailed account checks and evidence validation.
  • Boston University
    Food Service Worker
    Boston University Sep 2022 - Dec 2022
    Boston, Massachusetts, United States
    • Worked 20-30 hours per week across 4-6 shifts, serving meals to over 300 students daily at Warren Tower.• Assisted chefs in preparing and serving meals during peak lunch and dinner hours, ensuring food met safety and quality standards.• Prepared raw ingredients, including broccoli, chicken, and mushrooms, with precise chopping and portioning techniques.• Cleaned and sanitized kitchen stations and equipment regularly to meet hygiene and safety requirements.• Managed inventory by reporting stock levels and ensuring essential ingredients were available, minimizing food shortages and waste.• Provided meals tailored to specific dietary needs, ensuring students with diverse dietary restrictions were accommodated.
  • Skyworks Global Inc.
    Marketing Intern
    Skyworks Global Inc. Jul 2019 - Dec 2019
    Salt Lake City, Utah, United States
    • Conducted 4 hours/week of research on autogyro R&D, competitors, and market trends, influencing product development discussions.• Analyzed helicopter usage and market data in China, contributing to a preliminary marketing strategy for gyroplanes.• Translated brochures, leading to a 15% increase in inquiries from Chinese-speaking customers.• Identified 3 potential distribution channels in Asia, contributing to a regional partnership report.
  • Vanke
    Business Analyst Intern
    Vanke May 2018 - Jun 2018
    Shenzhen, Guangdong, China
    • Analyzed mobile app performance metrics, focusing on UI functionality and operational efficiency, contributing insights for feature improvement discussions.• Created Excel reports on issues like loading times and data accuracy, aiding the app improvement roadmap.• Assisted in A/B testing of UI changes, contributing to updates that enhanced user experience and engagement.• Collaborated with UX designers and product managers, providing feedback that contributed to a minor increase in user retention.• Presented findings to supervisors, gaining communication skills and experience in data-driven decision-making.

Yu-Wen Wang Education Details

Frequently Asked Questions about Yu-Wen Wang

What company does Yu-Wen Wang work for?

Yu-Wen Wang works for Woodland Horse Holdings Llc

What is Yu-Wen Wang's role at the current company?

Yu-Wen Wang's current role is MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust.

What schools did Yu-Wen Wang attend?

Yu-Wen Wang attended Columbia University, Boston University.

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