Yu-Wen Wang
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Yu-Wen Wang Email & Phone Number

MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust at Woodland Horse Holdings LLC
Location: New York, New York, United States 6 work roles 2 schools
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Current company
Woodland Horse Holdings LLC
Role
MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust
Location
New York, New York, United States

Who is Yu-Wen Wang? Overview

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Quick answer

Yu-Wen Wang is listed as MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust at Woodland Horse Holdings LLC, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Yu-Wen Wang.

Yu-Wen Wang previously worked as Investment Advisor & Data Analyst at Private Trust (Confidential) and Audit Intern at Pwc. Yu-Wen Wang holds Master Of Science - Ms, Applied Analytics from Columbia University.

Profile bio

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.

Current workplace

Yu-Wen Wang's current company

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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
6 roles

Yu-Wen Wang work experience

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Role listed

Woodland Horse Holdings Llc

New York, NY, US

Investment Advisor & Data Analyst

Current
Private Trust (Confidential)

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.
Aug 2024 - Present

Audit Intern

Pwc

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.
Jul 2023 - Sep 2023

Food Service Worker

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.
Sep 2022 - Dec 2022

Marketing Intern

Skyworks Global Inc.

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.
Jul 2019 - Dec 2019

Business Analyst Intern

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.
May 2018 - Jun 2018
2 education records

Yu-Wen Wang education

Master Of Science - Ms, Applied Analytics

• M.S. in Applied Analytics. • Relevant Coursework: Research Design (pending), Storytelling with Data (pending), Applied Analytics.

Bachelor Of Arts - Ba, Economics

• B.A. in Economics, with Minor in Mathematics • Relevant Coursework: Empirical Economics, Advanced Calculus, Probability, Differential.

FAQ

Frequently asked questions about Yu-Wen Wang

Quick answers generated from the profile data available on this page.

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 Woodland Horse Holdings LLC?

Yu-Wen Wang is listed as MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust at Woodland Horse Holdings LLC.

Where is Yu-Wen Wang based?

Yu-Wen Wang is based in New York, New York, United States while working with Woodland Horse Holdings LLC.

What companies has Yu-Wen Wang worked for?

Yu-Wen Wang has worked for Woodland Horse Holdings Llc, Private Trust (Confidential), Pwc, Boston University, and Skyworks Global Inc..

How can I contact Yu-Wen Wang?

You can use AeroLeads to view verified contact signals for Yu-Wen Wang at Woodland Horse Holdings LLC, including work email, phone, and LinkedIn data when available.

What schools did Yu-Wen Wang attend?

Yu-Wen Wang holds Master Of Science - Ms, Applied Analytics from Columbia University.

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