Summary
Overview
Work History
Education
Timeline
Generic

Yihong Wu

Toronto,ON

Summary

Recent Rotman MMA graduate with 4 years of experience in data science and analytics. Strong domain knowledge in finance, accounting, and trading standards. Proficient coder (Python, R, SQL) with exposure to developing ML systems for operational optimization.

Overview

5
5
years of professional experience

Work History

Data Scientist

CBRE
11.2022 - Current
  • Materially reduced CBRE's property management cost by establishing a more reliable weather alert system.
  • Adopted a data-centric approach by researching and incorporating higher quality data inputs (e.g. IBM) to improve the precision of CBRE's weather alter system. This improvement led to a 10% overall increase in forecast accuracy and a notable 20% improvement in extreme weather prediction, facilitating more efficient emergency resource allocation.
  • Optimized the weather prediction model through meticulous model selection and enhanced data preprocessing, sharpened the accuracy of forecasts further. This primarily resulted a 20% decrease in false positive (e.g. false alarms) and, consequently, reduced costs associated with unnecessary emergency preparedness.
  • Socialized results to non-technical managers and collaborated with the engineering team to launch the new iteration of the alert system in production.

Analyst

HKTR, Royal Bank of Canada Capital Market
10.2021 - 10.2022
  • Successfully performed daily and weekly trade reporting reconciliations, resulting in a 99% accuracy rate and ensuring regulatory compliance
  • Effectively conducted daily trade exception monitoring and issue management for various asset classes, leading to a 15% reduction in trade-related incidents and improved risk management
  • Led the implementation of counterparty reconciliations to Global Trade Repository across different jurisdictions, enhancing data accuracy and regulatory reporting efficiency
  • Coordinated monthly regulatory forum reporting and presentations involving compliance departments from London, Hongkong, Singapore and Australia , fostering collaboration and ensuring consistent compliance practices worldwide
  • Actively contributed to process improvement initiatives, analyzing current processes and recommending re-engineering and technology implementation, resulting in a 20% increase in operational efficiency and strengthened internal controls
  • Liaised with Front Office, Business and Client Services, Compliance, IT, Trading Documentation team, and Client Data Management to resolve any client issues

Senior Fund Accountant

SGGG Fund Service Inc
08.2019 - 09.2021
  • Reviewed and analyzed mutual, pooled and hedge fund valuations to ensure pricing, corporate actions and trades are booked and the fund NAV is calculated correctly
  • Prepared accurate NAV (Net Assets Value), yields, year-end distributions, and other fund accounting output for subsequent review supported by Diamond Investment System
  • Configured Diamond System for managing fund administration activities by collaborating with IT department in UAT testing process, including checking potential corporate actions and security price change from Bloomberg Terminal
  • Initiated process improvement project by automating NAV reporting process using VBA Macro
  • Conducted cross-functional communications in serving as a point of contact for fund managers, auditors and other departments to resolve questions regarding fund operations and accounting and launched training program in fund valuation to new staff for increasing work efficiency

Tax and Estate Co, op, Mackenzie Investments
09.2018 - 12.2018
  • Prepared comprehensive Tax and Estate Planning reports supported by proficient skills in Word, Excel and PowerPoint
  • Researched and analyzed US Transition Tax Policy and prepared year-end tax strategy reports; coordinated roadshow meetings to senior management teams
  • Analyzed live cases from different clients to identify opportunities for improving current tax planning solutions

Education

Master of Management Analytics -

Rotman School of Management, University of Toronto
Toronto, ON
07.2023

Bachelor of Business Commerce - Finance

York University
Toronto, ON

Timeline

Data Scientist

CBRE
11.2022 - Current

Analyst

HKTR, Royal Bank of Canada Capital Market
10.2021 - 10.2022

Senior Fund Accountant

SGGG Fund Service Inc
08.2019 - 09.2021

Tax and Estate Co, op, Mackenzie Investments
09.2018 - 12.2018

Master of Management Analytics -

Rotman School of Management, University of Toronto

Bachelor of Business Commerce - Finance

York University
Yihong Wu