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Yufei Lin

Investment Research Manager at Wan Bridge Group
Intro Book
Skilled finance professional with expertise in accounting, financial analysis, and data management.
  • Claim this Profile
Location
Beijing, China, CN
Skills
  • Accounting
  • Bookkeeping
  • Sap System
  • Microsoft Office
  • Microsoft Excel
  • Show all
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Bio

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Yufei Lin is a seasoned finance professional with expertise in accounting, financial analysis, and data management. She has worked in various roles, including Investment Research Manager, Financial Analyst, and Teaching Assistant, and holds a Master of Science degree in Banking and Finance from King's College London.

Credentials

  • Energy & Metals Trading
    TTC Institute
    May, 2021
    - Apr, 2026
  • Finance Trading Programme
    TTC Institute
    May, 2021
    - Apr, 2026
  • Quant Trading Strategies
    TTC Institute
    May, 2021
    - Apr, 2026
  • Credit, Swaps & Interest Rates
    TTC Institute
    Apr, 2021
    - Apr, 2026
  • Market Analysis
    TTC Institute
    Apr, 2021
    - Apr, 2026
  • PDP Business Maths - PreMBA
    TTC Institute
    Feb, 2021
    - Apr, 2026
  • PDP Quantitative Risk Management
    TTC Institute
    Feb, 2021
    - Apr, 2026
  • Trading Futures & Options
    TTC Institute
    Feb, 2021
    - Apr, 2026
  • Capital & Risk Management
    TTC Institute
    Jan, 2021
    - Apr, 2026
  • Fixed Income Markets
    TTC Institute
    Jan, 2021
    - Apr, 2026
  • PDP Python for Financial Markets
    TTC Institute
    Dec, 2020
    - Apr, 2026
  • Trading Equities & Indices
    TTC Institute
    Dec, 2020
    - Apr, 2026
  • Asset Interrelationships & Business Cycles
    TTC Institute
    Nov, 2020
    - Apr, 2026
  • The Business of Trading
    TTC Institute
    Nov, 2020
    - Apr, 2026
  • Internet Safety for Students
    LinkedIn
    Sep, 2020
    - Apr, 2026
  • SAS Certified Advanced Programmer for SAS 9
    赛仕软件
    Jun, 2019
    - Apr, 2026
  • SAS Certified Base Programmer for SAS 9
    赛仕软件
    Nov, 2018
    - Apr, 2026

Experience

  • Wan Bridge Group
    • 中国 北京市
    • Investment Research Manager
      • Jan 2022 - Nov 2023
      • 中国 北京市

  • King's Investment Fund
    • London， 英格兰， 英国
    • Equity Risk Analyst
      • Jan 2021 - Sep 2021
      • London， 英格兰， 英国

  • Fourfold Capital Corp.
    • Canada
    • Food and Beverage Services
    • 1 - 100 Employee
    • Account Manager
      • Jan 2020 - Sep 2020

      • Led the pricing analytics of food and bakery products through a data-oriented approach• Worked on numerous pricing and ad-hoc analytics based on analyzing financial reports, as well as historical and forecasted store and product information, to make strategic recommendations

    • Financial Analyst
      • Jul 2018 - Jan 2020

      • Developed Quickbooks and Excel solutions to improve the monthly and quarterly financial reportingprocesses and improved workflow efficiency• Supported finance team to manage the payroll and bookkeeping responsibilities, as well as their preparation of monthly statements, expenses accruals, and bank reconciliations

  • SavvyPro Edu Inc.
    • Toronto, Ontario, Canada
    • Teaching Assistant
      • Mar 2019 - Jul 2020
      • Toronto, Ontario, Canada

      • Improved problem-solving and communication skills through providing clarifications on students’ questions on the Economics, Equity, and Portfolio Management courses• Demonstrated exceptional organizational and prioritization abilities by managing course administrative duties as well as teaching responsibilities

  • H.C. Starck Jiangwu Tungsten Specialities Co. Ltd
    • 中国 江西 赣州
    • Summer Intern
      • Jun 2015 - Aug 2015
      • 中国 江西 赣州

      • Leveraged strong attention to details skills in managing business-as-usual accounting operations• Analyzed financial reports and operational data for suggesting possible efficiency improvements• Managed financial information through the SAP system and conducted data reconciliation using Excel• Cultivated solid documentation and communication skills through collecting and processing transaction information from multiple internal departments on a daily basis

  • Chinese Undergraduate Association of University of Toronto Mississauga
    • mississauga, ontario, canada
    • Director of Internal Affairs
      • Oct 2012 - Apr 2014
      • mississauga, ontario, canada

      - Responsible for recruiting, training, and managing new members in the organization- Provided continuous administrative support - Coordinated multiple events including annual entrepreneurial conference- Organized internal events to facilitate team environment

Education

  • 2020 - 2021
    King's College London
    Master of Science - MSc, Banking and Finance
  • 2014 - 2018
    York University
    Bachelor of Arts (Honours), Financial and Business Economic

Suggested Services

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Industry Focus. “Real Estate”

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