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.
Woodland Horse Holdings Llc
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Woodland Horse Holdings LlcNew York, Ny, Us
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Investment Advisor & Data AnalystPrivate Trust (Confidential) Aug 2024 - PresentNew 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.
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Audit InternPwc Jul 2023 - Sep 2023Shanghai, 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. -
Food Service WorkerBoston University Sep 2022 - Dec 2022Boston, 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. -
Marketing InternSkyworks Global Inc. Jul 2019 - Dec 2019Salt 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.
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Business Analyst InternVanke May 2018 - Jun 2018Shenzhen, 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
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Applied Analytics -
Economics
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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Yu-Wen Wang
West Chester, Pa -
Wen-Yu Wang
Seattle, Wa2cornell.edu, adobe.com -
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1elmira.edu
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