Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Shiyu WANG

Cleveland,OH

Summary

Detail-oriented Master’s student in Monetary Economics and Asset Management with international experience in France, the U.S., and Hong Kong. Skilled in client support, product analysis, and financial reporting with a proven ability to work accurately under pressure. Multilingual (English, French, Mandarin) and proficient in Bloomberg, Excel VBA, and Python. Motivated to contribute to UBS Luxembourg by supporting Client Advisors, handling pricing requests, and improving process efficiency within Global Wealth Management.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Financial Analyst

AIA Hong Kong and Macau
07.2024 - 08.2024
  • Supported Client Advisors with client onboarding and tailored wealth management proposals.
  • Assisted with product comparisons and pricing requests to back advisory decisions.
  • Conducted portfolio reviews and prepared compliance documentation with accuracy.
  • Improved reporting workflows by collaborating across teams, enhancing data efficiency.

Part-Time Wine Sales Associate

SHANGHAI ZHEFU INTERNATIONAL TRADING CO.
  • 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) - BANKING AND FINANCE

Baldwin Wallace University
Berea, OH
05-2026

Master of Science - FINANCE ( ASSET MANAGEMENT TRACK )

Université Paris Nanterre
France
05-2026

Bachelor of Science - APPLIED ECONOMICS AND DATA ANALYSIS

Grenoble Alpes University
France
06-2024

FIRST-YEAR LAW (LL.B.) COMPLETED -

Grenoble Alpes University
France
06-2021

Skills

  • Bloomberg Terminal; Excel VBA; Python (financial modelling & literacy)
  • Client Servicing & Onboarding Support – advisory & client-facing experience
  • Cross-cultural Communication – fluent in English, French, Mandarin
  • Sales & Negotiation – product recommendation & client engagement
  • Presentation & Reporting – financial analysis for internal & client use
  • Team Collaboration – project work across France, US & China

Certification

Monetary & Fiscal Policy – Comparative Analysis (France, US, China)

  • Applied quantitative analysis (SVAR modelling) to evaluate fiscal policy impacts on GDP and financial markets, strengthening advanced problem-solving, data interpretation, and reporting skills.
  • Collaborated within an international team, aligning methodologies across countries to ensure consistency and accuracy of results.
  • Delivered structured findings in R Markdown/HTML reports, highlighting clarity, attention to detail, and adaptability in communicating complex results to different audiences.

Affiliations

  • Golf – Intermediate player; trained at Haras de Jardy with structured coaching, working towards a handicap index below 30 within a year, demonstrating goal-orientation and perseverance.
  • Running – Regular runner, twice per week; achieved a personal best of 17 km in 2h30 and currently preparing for a half-marathon, reflecting consistency and resilience.
  • Skiing – Active skier since 2019, averaging 30 days per season in leading French resorts; sport has cultivated focus, adaptability, and risk management under challenging conditions.

Timeline

Financial Analyst

AIA Hong Kong and Macau
07.2024 - 08.2024

Part-Time Wine Sales Associate

SHANGHAI ZHEFU INTERNATIONAL TRADING CO.

MICEFA EXCHANGE STUDENT (AY 2025–26) - BANKING AND FINANCE

Baldwin Wallace University

Master of Science - FINANCE ( ASSET MANAGEMENT TRACK )

Université Paris Nanterre

Bachelor of Science - APPLIED ECONOMICS AND DATA ANALYSIS

Grenoble Alpes University

FIRST-YEAR LAW (LL.B.) COMPLETED -

Grenoble Alpes University