Daniel Wu

Financial Analyst - Asset Management

you@email.com · (212) 555-0386 · New York, United States linkedin.com/in/repolish-ai

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Professional Summary

Financial analyst with 4+ years of experience in asset management and investment analysis. Strong background in financial modeling, portfolio construction, and risk analytics. Proven ability to generate actionable investment insights through rigorous fundamental and quantitative research.

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Professional Experience

Financial Analyst - Asset Management

JPMorgan Chase — New York 2022-01 – Present

• Supported portfolio managers overseeing $15B in AUM across global equity and fixed-income strategies, providing daily performance attribution and risk analysis.
• Built and maintained financial models for 50+ portfolio companies, including DCF, comparable company analysis, and merger impact scenarios.
• Developed a sector rotation dashboard using Python and Bloomberg data that identified 3 top-performing sectors quarterly, contributing 200bps of alpha.
• Led quarterly investment review presentations for institutional clients including pension funds and endowments.

Investment Analyst

Fidelity Investments — Boston 2019-07 – 2021-12

• Conducted fundamental research on 30+ technology and healthcare companies, producing equity research reports with buy/sell recommendations.
• Built a machine learning model to predict earnings surprises, achieving 72% accuracy and influencing $500M in portfolio positioning.
• Collaborated with quantitative research team to develop factor-based screening tools used across the investment team.

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Education

Massachusetts Institute of Technology

M.S. in Finance 2017-09 – 2019-06 | GPA: 4.0

University of California, Berkeley

B.S. in Applied Mathematics & Economics 2013-08 – 2017-05 | GPA: 3.9

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Skills

• Core Skills: Strategic Thinking, Analytical Problem Solving, Communication
• Technical: Financial Modeling, Python, Bloomberg Terminal, Portfolio Analysis

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Certifications

• CFA Charterholder (2024)
• Series 7 & 63 Licensed (2022)
• CAIA Level II Candidate (2025)

Publications

• Wu, D. "Factor Investing in Low-Volatility Regimes" - Journal of Portfolio Management (2024)

Community

• Volunteer tax preparer, VITA program (2023, 2024)
• Mentor, MIT Finance Club

Languages

• Fluent in Mandarin Chinese and English