Yuxuan Gu
Brooklyn,NY
Summary
Passionate about using multifaceted large data set to translate into driving actionable business insights
Overview
5
5
years of professional experience
Work History
Senior Wealth Management Trader
Merrill Lynch
Baltimore, USA
01.2023 - 11.2024
- Pivoted historical data with SQL and predicted future returns to enhance our strategies were aligned with client goals
- Leveraged advanced Excel skills including Leaner Regression and Tableau to organize and visualize performance data to internal teams
- Utilized data-driven approaches to evaluate performance metrics and provided strategic recommendations to optimize goals
- Extracted data from multitude of sources to feed investment-improving insights, and built thoughtful presentations to the clients
- Conducted client’s portfolio analysis across multiple perspectives, and recommended actionable optimizations to increase ROI
- Collaborated cross-functional team to apply the most effective and efficient ways of wrangling data and strategy storytelling
Merger & Acquisition - Intern
Versailles Group, Ltd.
Boston, USA
06.2020 - 12.2022
- Cooperated with sector research related to media and telecom industries for M&A activities, and sought potential market opportunities
- Built a financial model with Python to forecast a Brazil TMT company’s cash flow, and researched potential buyer lists
- Evaluated emerging marketing trends in digital media, identifying business opportunities for clients to enhance brand visibility
Strategic Investment Analyst - Intern
Fresh Capital
Shanghai, China
05.2021 - 08.2021
- Participated in quantitative and qualitative industry research focused on consumer technology and circular economy, responsible for data analysis, and presented with data-driven insights
- Delivered comprehensive decks for analyzing the upstream and downstream industry chain for lithium batteries and assessed the potential for investments
- Collaborated with a 4-person investment team in reviewing the business proposal from one Chinese new energy vehicle company, and built the model with Python for analyzing the company's P&L over the past 5 years, benchmarked against Tesla
Financial Advisory - Intern
Deloitte
Shanghai, China
07.2019 - 08.2019
- Prepared detailed valuation analysis reports of a biomedical company referencing prevailing trading multiples of peers in the sectors listed on the A-share, H-share and US markets, and triangulating with the results from a DCF valuation model
- Participated in meetings with clients and drafted key issue findings through the internal audit process and mitigated potential risks
- Audited client companies’ performance analysis, triangulating marketing impact with profitability under US GAAP
Education
Master of Science - Finance
Johns Hopkins University
Baltimore08.2022
Bachelor of Science - Business Economics
Suffolk University
Boston05.2021
Skills
- Python, SQL, R
- Microsoft Office
- Analytical thinking
- Self-learning
- Interpersonal communication
- Teamwork
Programsandactivities
- Chinese Student & Scholar Association, Assistant Vice President of Propaganda Department, 09/18, 05/21
- Volunteer in Shanghai Changzheng Military Hospital, 09/13, 06/17, Guided the patients to the right departments and answered general medical questions
Timeline
Senior Wealth Management Trader
Merrill Lynch
01.2023 - 11.2024
Strategic Investment Analyst - Intern
Fresh Capital
05.2021 - 08.2021
Merger & Acquisition - Intern
Versailles Group, Ltd.
06.2020 - 12.2022
Financial Advisory - Intern
Deloitte
07.2019 - 08.2019
Master of Science - Finance
Johns Hopkins University
Bachelor of Science - Business Economics
Suffolk University
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