Junhao Yang
Financial Data Intern @Quantum Financial Advisors
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WORK HISTORY
Financial Data Intern @Quantum Financial Advisors
Rockville, MD, US
Queried internal datasets using SQL; analyzed portfolio allocation across 3 risk levels and 2 client types to inform strategy• Built Excel models to compare Sharpe ratios, risk returns, and leverage across 6+ products to guide investment choices• Summarized insights from 4 CIO webinars into investment memos; emphasized shifts in risk premiums and macro factors• Shadowed Power BI dashboards usage; extracted visual data and KPI trends for 3 internal performance reports
EDUCATION
University of Wisconsin-Madison
Economics
Boston University
Bachelor of Arts - BA, Economics
ABOUT JUNHAO YANG
I\'m a current undergraduate student pursuing Economics and Data Science degree in University of Wisconsin-Madison. I have previously interned as Financial Data Analyst at Sinolink Securities and Quantum Financial Advisors. I enjoy running, playing video games, and learning about international affairs.
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