Brendan Wang

Financial Data Analyst @Ainvest Holdings Inc

Evanston, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Financial Data Analyst @Ainvest Holdings Inc

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NY, US

Development of an M&A-focused feature within AInvest’s retail investment platformBuilding a library of financial formulas (e.g, pro forma EPS, synergy estimates) for M&A deal analysis.Defining variable requirements for automated data extraction from 10-Ks, 10-Qs, and earnings transcripts.Creating tailored keyword lists by document type to help the AI model detect acquisition intent and strategic fit.Designing industry-specific logic to assess cost and revenue synergies across different deal scenarios.Supporting the integration of these components into the AI model to deliver actionable insights for retail users.

EDUCATION

2023 — 2027

Northwestern University

Bachelor of Arts - BA

ABOUT BRENDAN WANG

Majoring in Economics and Computer Science at Northwestern University. Currently pursuing in the field of finance. Love golfing.

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Brendan Wang — Financial Data Analyst at Ainvest Holdings Inc in Evanston, IL, US | Unifers