Yuhan Wang
Newstead,Australia
Summary
Master’s student in International Economics and Finance at The University of Queensland, specializing in econometrics, corporate finance, and market analysis. Previous experience as a Wealth Manager with a focus on portfolio management and client advisory services. Currently pursuing CFA Level I, demonstrating a commitment to professional development and excellence in finance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
ECON7740 Pitch Deck Group Project
The University of Queensland
Brisbane, Australia
08.2025 - 10.2025
- - Collaborated in a 4-member team to deliver a Pitch Deck Presentation on the “Securing Our Housing Foundation Plan.”
- Conducted cost-benefit analysis of housing policy impacts, including economic, ethical, and social outcomes.
- Developed and presented recommendations, supported by research and data.
ECON7310 Research Projects
The University of Queensland
Brisbane, Australia
04.2025 - 05.2025
- - Project 1: Examined the effect of education on earnings using econometric analysis with CPS data.
- Project 2: Applied advanced econometric techniques (Panel Data, DID, Fixed Effects, Probit/Logit, IV/TSLS) to study crime deterrence, labor participation, and birth weight.
- Strengthened empirical research and data analysis skills in applied econometrics.
Wealth Manager
Changjiang Securities
Beijing, China
02.2023 - 04.2024
- - Designed and delivered tailored financial planning and wealth management solutions.
- Developed personalized investment strategies, optimizing risk-return profiles.
- Expanded client portfolio in assets under management through effective portfolio management, and tailored investment solutions.
- Enhanced client retention by proactive communication and portfolio reviews.
Education
Master of International Economics and Finance -
The University of Queensland
Brisbane, Australia06.2026
Skills
- Financial analysis and modeling
- Econometric and market analysis
- Data visualization techniques
- Equity and portfolio management
- Client relationship management
- Strategic planning and analysis
- Microsoft Excel proficiency
- R, Python, and Stata expertise
Certification
- Securities Qualification Certificate, China Securities Regulatory Commission, 03/01/24
- Fund Qualification Certificate, Asset Management Association of China, 05/01/24
- CFA Program – Level I Candidate, 11/01/25
Hobbies and Interests
- Fitness
- Basketball
- Tennis
Extracurricular Activities
UQ Student Union, Brisbane, Australia, Committee Member, 01/01/24, Present, Coordinated and organized student meetings and events., Managed sponsorship outreach, securing funding for activities., Strengthened leadership, negotiation, and event management skills.
Timeline
ECON7740 Pitch Deck Group Project
The University of Queensland
08.2025 - 10.2025
ECON7310 Research Projects
The University of Queensland
04.2025 - 05.2025
Wealth Manager
Changjiang Securities
02.2023 - 04.2024
Master of International Economics and Finance -
The University of Queensland
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