Yiwen Fan
Product Management Intern at Assette- Claim this Profile
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Chinese Native or bilingual proficiency
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Japanese Full professional proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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CFA Level 1 passed
CFA InstituteApr, 2022- Nov, 2024
Experience
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Assette
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United States
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Software Development
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1 - 100 Employee
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Product Management Intern
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Jun 2023 - Present
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Beta Gamma Sigma
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Higher Education
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500 - 600 Employee
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Member
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Apr 2023 - Present
BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB). BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB).
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Asset Management One
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Investment Management
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1 - 100 Employee
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Business Development Associate (Assistant Manager)
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Apr 2021 - Jun 2022
Responsible for investment proposal process management, CRM & asset manager/consultant databases management, and sales support at Global Business Development Group in both the Marketing Team and Product Team: 1. Investment Proposal Process Management - Responded to RFPs and RFIs from institutional investors, collaborating with internal teams and led the response to the recurring and ad hoc Operational Due Diligence Questionnaires (ODDQs). 2. Database Management - Analyzed and visualized records in the CRM database (i.e., Salesforce) and generated monthly reports and dashboards to monitor activities relevant to the sales process in 3 global branches. - Managed and updated Asset Manager/Consultant Databases (i.e., Mercer GIMD, eVestment), including quantitative and qualitative fields. 3. Internal Sales & Business Development Support - Assisted Product Manager in populating monthly reports on 6 products to reflect changes in performance and sector/industry allocation using internal and external data sources. - Conducted industry trends and customer-driver analysis based on mandate-related information and assisted in pivoting data-driven marketing strategies. Show less
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Mitsubishi Research Institute
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Japan
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Think Tanks
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200 - 300 Employee
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Research Assistant
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Oct 2020 - Mar 2021
Responsible for data analysis focused on the Greater China area and material creation, including research reports in Japanese/English at Overseas Business Department: - Provided decision-making insights for a new Japan-China joint medical center focused on the elderly by collecting and analyzing 61 sino-foreign cooperative medical projects in China - Analyzed 5-year (2015-2020) sales data of fruits in Taiwan, identifying market trends and presenting 15 potential candidate companies for a Japanese fruit trading company to target in the Taiwanese markets - Assisted Japanese food trading companies in developing marketing strategies by analyzing the eating habits of wealthy individuals in Greater China using survey data from over 7,600 participants Show less
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Pactera APAC
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Japan
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IT Services and IT Consulting
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1 - 100 Employee
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Marketing Intern
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May 2019 - Mar 2021
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Education
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Questrom School of Business, Boston University
Master of Science - MS, Business Analytics -
The University of Tokyo
Master's degree, Economics -
Cambridge Judge Business School
Business and Entrepreneurship Summer School -
Southwestern University of Finance and Economics
Bachelor's degree, Finance