Junhao Yang

Financial Data Intern @Quantum Financial Advisors

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

Financial Data Intern @Quantum Financial Advisors

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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

N/A

University of Wisconsin-Madison

Economics

2023

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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