
Woody Yee
Accounting / Finance
About Woody Yee:
Data specialist with 7 years of operations experience looking to expand my academic and research skills in
Economics. Highly motivated with self-directed and on-the-job training in database management and process
enhancement. Eager to develop analytical and research skills, and further postgraduate studies.
Experience
Regional Research Data Specialist
UOB Kay Hian
Mar 2019 - Present
• Developed, maintained, and enhanced management of mailing lists and daily analysts' rating and pricing production via utilization of databases with Microsoft Access and SQL
• Automated and reduced processing time while implementing automated checks via utilization of VBA for various regulatory reporting, invoicing, and data presentation purposes
• Managed financial modeling and pricing data accuracy for analyst's reports production across ASEAN, Shanghai, & Hong Kong markets
• Management and administration of the Research Analytics System in tandem with Regional IT to ensure UAT, version rollout, database management, and development works
• Coordination and point-of-contact with multiple parties for both internal departments (IT, Institutional Sales, Compliance, IPO) and external vendors as a side to Research Operations
• Assisted Client Services & Marketing with client engagement on stock research for wealth management and marketing events
• Review and data verification of Research content and final publishing of reports with Editorial department
Education
Bachelor of Business in Economics & Finance
Jun 2016
SIM-RMIT
GPA: 3.75 (with Distinction)
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