Data Consultant

VINCENT LEE Boston, MA

615-***-**** *****@*****.***

PROFESSIONAL EXPERIENCE:

Fidelity Investments, Actuarial Associate (Consulting); Boston, MA May 2022 - Present

• Supported developing, testing, and pitching Fidelity’s newest Health and Welfare offering, Benefits Equity, a product that evaluates a benefit plan’s fairness and inclusion, resulting in contracts from 5 new and existing clients in the first month

• Improved automation for monthly client dashboards (visualizing expenses, claims seasonality, etc.), increasing efficiency of producing monthly updates by over 10%

• Conducted quantitative and qualitative analysis for a client seeking greater mental health treatment offerings in their benefit plan and facilitated communications between the client and multiple vendors, which allowed the client to implement plan adjustments and increase utilization efficiency

• Provided end to end support for health insurance pricing, specializing in Incurred But Not Reported (IBNR) data, allowing for clients to prepare budgets and offerings for open enrollment Ernst & Young (EY), Actuarial Intern; Dallas, TX Jun 2021 – Aug 2021

• Reworked internal audit tool processes and functions within the Expected Return on Asset (EROA) tool, which improved efficiency and accuracy of required annual audits

• Audited valuation assumptions in defined benefit pension plans such as EROA, mortality, and salary progression, ensuring compliance among benefit plans and investment portfolios

• Cleaned and sorted data from hundreds of plan audits and corporate audits, which tracked client information and prepared the team to run more detailed analysis on multiple years of client information Prime Strength, Strength and Nutrition Coach’s Assistant; Ann Arbor, MI Dec 2019 – Aug 2020

• Analyzed and summarized resistance training and diet spreadsheets for 5 clients, leading to weekly personalized adjustments to each client’s personal plan

• Managed emails and video calls with clients to both assess future goals and communicate plan revisions, leading to the utilization of client feedback to further optimize their personal exercise and diet plans

• Created tapering programs for 2 clients that were preparing for powerlifting meets by calculating new training volume and intensity protocols, which helped both clients attain personal records of over 5% EDUCATION:

University of Michigan, Ann Arbor, MI May 2024

School of Information, Master of Applied Data Science: Cumulative GPA: 4.00/4.00

Relevant Coursework: Math Methods for Data Science (A), Data Manipulation (A), Visual Exploration of Data (A), Data Mining (In progress)

University of Michigan, Ann Arbor, MI May 2022

College of Literature, Science, and the Arts, Bachelor of Science in Mathematics: Cumulative GPA: 3.73/4.00

Michigan Investment Group (MIG), Sector Head; Ann Arbor, MI 2020 - 2022

• Led the sustainability sector and pitched electric vehicle (EV) and geothermal based investments, which supported responsible/sustainable investments and realized returns of over 12%

• Pitched a buy order for Joint Chiropractic JYNT after conducting market research of the healthcare sector, which realized returns of over 40%, surpassing the price target by 7%

• Leveraged a combination of business fundamentals, macroeconomic analysis, and technical analysis including Discounted Cash Flow (DCF) to structure MIG’s $25,000+ fund

Student Actuaries at Michigan (SAM), Exam Chair; Ann Arbor, MI 2019 - 2022

• Mentored fellow actuarial students in mock interviews and resume workshops, preparing underclassmen for career expositions and job interviews

• Created and presented technical workshops including SQL and Excel, equipping fellow actuarial students with in-demand skills for internships and full-time jobs

Michigan Finance and Mathematics Society (MFAMS), Quantitative Analyst; Ann Arbor, MI 2019 - 2022

• Prepared quantitative analysis specializing in sentiment analysis within the algorithmic trading team, developing a data scraping Twitter Bot to trade stocks

ADDITIONAL:

• Technical Skills: Excel, Python, SQL, C++

• Language Proficiencies: English, Mandarin, Cantonese

• Awards: CAS Data Visualization Competition 1st Place, Marc Altschull Actuarial Award, CIGNA Actuarial Award

• Actuarial Exam Certifications: Probability, Financial Mathematics, Intermediate Financial Markets, Statistics for Risk Modeling, Long Term Actuarial Mathematics

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