Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
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Mengya WU

Toronto,Canada

Summary

Highly skilled Data Analyst with comprehensive experience in interpreting and analyzing complex data sets. Proficiency in statistical software, data mining, and predictive modeling techniques contributes to robust decision-making processes. Demonstrated ability to streamline operations by identifying trends and improving data reporting efficiency. Known for effectively translating technical information to multiple stakeholders for increased understanding and strategic planning.

Overview

12
12
years of professional experience

Work History

Data Analyst (Internship)

YongeSolutions Data Service Inc.
Toronto, Canada
05.2023 - 12.2023
  • Company Overview: LinkedIn (https://www.linkedin.com/in/mengya-michelle-wu-827bb21b4/)
  • Conducted detailed customer assessment and developed business requirements, specifications and process models
  • Communicated feedback for continuous process improvement
  • Participated in a retail loan data analytics project, leveraging SQL and Python to calculate financial metrics for risk assessment
  • Collaborated with cross-functional teams in an agile environment, working closely with IT teams and account managers
  • Proficient in Kanban boards, Jira, and product life cycle management
  • LinkedIn (https://www.linkedin.com/in/mengya-michelle-wu-827bb21b4/)

Consultant of Trust Solutions

Sichuan Trust Inc.
Wuxi, China
03.2014 - 01.2019
  • Provided tailored financial solutions to high-net-worth clients with portfolios exceeding CAD 200,000 (1M RMB), specializing in real estate, infrastructure projects etc
  • Achieved a threefold increase in assets under management to CAD 60M (300M RMB)
  • Maintained and updated CRM system, ensuring data integrity and accuracy
  • Analyzed CRM data to identify customer behavior patterns, providing actionable insights to enhance customer satisfaction

Wealth Management Specialist

Bank of Communications Co., Ltd.
Wuxi, China
01.2012 - 03.2014
  • Crafted and executed tailored financial portfolio solutions encompassing diverse assets such as mutual funds, bonds, fixed income etc
  • Aligned strategies precisely with clients' financial aspirations while adhering to their risk tolerance thresholds
  • Oversaw a diverse client base of approximately 100 clients with cumulative investable assets exceeding CAD 16 million
  • Achieved an exceptional growth rate of 120%, reflecting the delivery of value-driven financial advice
  • Curated insightful monthly and quarterly wealth management reports for strategic decision-making at the executive level and leveraged CRM systems to optimize client interactions, enhancing operational efficiency by reducing response times by 30%

Education

MBA -

Schulich School of Business, York University
Toronto, ON
08.2022

BA -

Nanjing University of Aeronautics and Astronautics
Nanjing, China

Skills

  • Advanced Microsoft Excel
  • Power BI
  • SQL
  • MS Microsoft Office Suite
  • Financial Service
  • Communication
  • Customer Service
  • Problem Solving
  • Time Management

Websites

Languages

English
Full Professional
Chinese (Mandarin)
Native/ Bilingual

Timeline

Data Analyst (Internship)

YongeSolutions Data Service Inc.
05.2023 - 12.2023

Consultant of Trust Solutions

Sichuan Trust Inc.
03.2014 - 01.2019

Wealth Management Specialist

Bank of Communications Co., Ltd.
01.2012 - 03.2014

MBA -

Schulich School of Business, York University

BA -

Nanjing University of Aeronautics and Astronautics

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Mengya WU