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Chen Wei Ku

Data Analyst, Personal Banker, Market Manager

adpxby@r.postjobfree.com • 628-***-****

https://www.linkedin.com/in/chen-wei-ku-a96451210/ Chicago, IL

Experienced and efficient data analyst and banker with proven ability to increase business productivity/sales as well as client finances through extraction of relevant insights from ongoing data analyses, education of banking clients, and identification of business and personal financial needs. Able to work independently with minimal guidance, serving as a resource for colleagues and a regular collaborator with senior management. Qualifications Summary

• Ample experience analyzing, identifying, and presenting data-driven key metrics, insights, and recommendations for business improvements and maximal returns in corporate, small business, and bank settings.

• Proficient in MS Office (advanced skill in Excel), Python, VBA, R Programming, SQL, Bloomberg Terminal, Data mapping and quality, budgeting, and project management. I worked with BigQuery, ThoughtSpot, Looker, Tableau, and Visualization software.

• Confidently communicate with 20+ customers and cross-departmental colleagues daily, forming lasting relationships and ensuring consistent, high-quality results. I had been training for new employees. Career Experience

Stratagaming, San Francisco, CA March 2020 – Sept 2021 Finance Manager

Provided data-driven insights and recommendations across multiple departments, analyzing and monitoring success of active methods. Employed excellent critical thinking skill to project future cash flow, target markets, and expected earnings. Curated data into monthly reports for senior management, detailing organization’s financial performance and outlining insights and recommendations for business improvements.

• Devised financial plans for both short and mid-term goals, defining and monitoring health of organization. JP Morgan Chase & Co., San Francisco, CA April 2019 – March 2020 Associate Banker

Engaged directly with clients, gaining comprehensive understanding of financial needs, life objectives, and risk tolerance. Performed demand analysis based upon client asset scale. Educated clients and resolved issues related to online banking services, aiding corporate and small businesses with same. Utilized exceptional written and verbal communication skills with great attention to confidentiality.

• Assisted at least 20 clients daily, nurturing strong and lasting relationships.

• Led vital financial processes including cash management and handling cash loss reporting, currency exchange, and inbound/outbound remittance.

Fantastic Financial Technology Co., Ltd., Taipei, Taiwan June 2016 – Dec 2018 Data Entry Analyst

Efficiently compiled and presented key metrics, data analyses, and reports regarding contact details, transaction histories, and basic data trends over various time frames. Processed and loaded client information into spreadsheets and company database, allowing leadership easy visualization and access to client data. Maintained excellent organization through regular chart audits, monthly reports, and timely closure of terminated records. Page 2 2

• Increased sales by 12% through in-depth research of APAC building material market and presentation of potential expansion strategies to business leadership.

Education

MBA in Financial Markets and Asset Management

University of Illinois at Chicago, Chicago, IL, Spring 2022 BA in History

Soochow University, Taipei, Taiwan, 2016

Certifications

CAPM Certification

Project Management Institute, Projected for Feb 2022 Level 1 Certified Financial Analyst

CFA Institute, Projected for May 2022

MIT Data Science Program

MIT Professional Education, Projected for April 2022 Languages

English, Fluent

Mandarin Chinese, Fluent