Shiyu WANG
Berea,OH
Summary
Aspiring Wealth Advisor with expertise in finance and client relations. Trilingual in English, Mandarin, and French, facilitating communication with diverse clients. CFA Level 1 candidate, demonstrating commitment to professional development. Trained in both France and the U.S., bringing a global perspective to financial advisory services.
Overview
2
2
years of professional experience
Work History
Financial Analyst Intern
AIA Hong Kong et Macao
07.2024 - 08.2024
- Conducted market research on wealth management and insurance-linked investment products.
- Assisted in financial planning and portfolio analysis, evaluating investment strategies and asset allocations.
- Prepared financial reports and presentations to support internal strategy discussions and client meetings.
Part-time wine saleswoman
Shanghai Zhefu International Trading Co.
Saint-Émilion, France
07.2022 - 06.2023
- Provided personalized wine recommendations to customers, improving sales conversion.
- Conducted market research on wine trends and customer preferences.
- Assisted in inventory management and order processing, ensuring stock availability.
Education
MICEFA Exchange Student (AY 2025–26) - Wealth Management / Private Banking
Baldwin Wallace University
Berea, OH05-2026
Master of Science - Monetary Economics, Banking, Finance & Insurance
Paris Nanterre University
Nanterre, France05-2026
Bachelor of Science - Applied Economics And Data Analysis Track
Grenoble Alpes University
Grenoble, France05-2024
Bachelor of Science - First-year Law (LL.B.) Completed
Grenoble Alpes University
Grenoble, France05-2021
Skills
- Python
- Excel VBA
- Bloomberg Terminal
- R Studio, Markdown
- SQL
- Data analysis
- Time Series Analysis
- Microsoft Office
Language skills
English
Full Professional
French
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Project – Fiscal Multipliers and Financial Markets: A Comparative Analysis of Budgetary Transmission Channels in France, the United States, and China
Academic research project analysing the impact of fiscal policy on economic activity and financial markets using a Structural VAR (SVAR) approach. The study compares fiscal multipliers (government spending and taxation) across France, the United States, and China, highlighting the transmission channels of fiscal policy and their differentiated effects on growth and financial stability.
Hobbies and Interests
Golf – Intermediate level; previously trained at Haras de Jardy, with the objective of achieving a handicap index below 30 within one year.
Skiing – Passionate skier since 2019, with around 30 days on slopes each season across major French resorts.
Running – Regular jogger, running twice per week; personal best of 17 km in 2h30, currently training towards completing a half-marathon before the age of 26.
Timeline
Financial Analyst Intern
AIA Hong Kong et Macao
07.2024 - 08.2024
Part-time wine saleswoman
Shanghai Zhefu International Trading Co.
07.2022 - 06.2023
MICEFA Exchange Student (AY 2025–26) - Wealth Management / Private Banking
Baldwin Wallace University
Master of Science - Monetary Economics, Banking, Finance & Insurance
Paris Nanterre University
Bachelor of Science - Applied Economics And Data Analysis Track
Grenoble Alpes University
Bachelor of Science - First-year Law (LL.B.) Completed
Grenoble Alpes University
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