Yuchen Liu

• LLQP Licensed; CFA Level I candidate
• 2+ years of cumulative analytic-centric experience in data analysis, business analysis, business intelligence and risk reporting, advanced analytics consulting and related areas
• Proactive team player with exceptional analytical thinking and leadership skills, strategic thinking skill, problem-solving skills, attention to detail and self-motivated, ability to multitask and work in a fast-paced environment

Data Analyst, Manulife Investment Management (AUM: $1.084 Trilion) Toronto, ON | Nov 2022 – Present

•  Resolved 10+ ad-hoc requests using MySQL/Excel, investigating discrepancy and performing data reconciliation to improve efficiency/accuracy, and supporting to determine marketing strategies
• Modified and created the test code as well as applied data validation using SQL/Excel, increasing operation efficiency by at least 15% and enhancing the test accuracy rate by 90%
• Monitored and analyzed business data from different sources (BDMS, Bloomberg, MSCI, etc.) to ensure the data coverage, consistency, uniqueness and completeness to meet the requests from downstream users
• Led business requirements gathering and workshops with key stakeholders and translating business objectives into detailed business plans for data analytics solutions
• Worked cross-functionally with different teams including IT, Data engineering, back office, Finance and business to resolve data issues from various angles

Business instructor, SavvyPro Edu Inc Toronto, ON | May 2021 – Present

• Demonstrated interpersonal skills to understand students’ needs through in-class communication and after-class follow-up, increased class registration rate by 50%
• Developed a reputation for prompt and efficient service with a high level of proficiency and friendliness, received an NPS Score of 100 at the end of the semester from colleagues and students
• Monitored and analyzed ERP’s data on students’ participation rate and registration rate to ensure overall satisfaction and registration renewals

Business Analyst, Norton Tech Toronto, ON | May 2022 – Aug 2022

• Designed and maintained 5+ automated dashboards using Tableau to include KPIs such as geographic, customer segmentation, financials, market share, retention rate and providing data-driven insights
• Achieved 10% increase in revenue by analyzing financial statements and making JIT investment business decisions
• Conducted marketing research and portfolio analysis using comprehensive analysis of supply & demand, product design, customer acquisition, revenue model, and competitor/SWOT analysis

York University, Master in Financial Accountability 2021-2022

• GPA: 3.6/4.0

McMaster University, Bachelor of Commerce in Finance 2018-2021

• Dean’s List: 2019-2020