Roman Wu
Roman Wu

Experience

Professional work

Roles focused on data analysis, dashboard development, and workflow automation across cross-functional teams.

  1. Mackenzie Investments (IGM Financial)

    1 role

    Senior Analyst, Market Data

    Full-timeToronto, ON

    Manage institutional market data operations for 16 investment boutiques, overseeing Bloomberg, LSEG/Refinitiv, MSCI, and S&P Global data feeds across equity, fixed income, benchmarks, pricing, and alternative asset classes.

    • Built Power BI analytics tracking vendor SLA performance, data usage, entitlement activity, and cost-per-terminal metrics across 400+ users, supporting $800K+ in annual license optimization savings.
    • Partner with portfolio management, trading, and investment operations teams to evaluate new data vendor proposals and downstream impact on portfolio analytics and risk reporting.
    • Developed Snowflake SQL audit pipelines to monitor market data entitlements, user access patterns, and control exceptions across investment data workflows.
    • Support data quality controls for pricing, benchmark, reference, and risk-related datasets, reducing manual review effort and improving transparency for stakeholders.

    Apr 2026 - Present3 months

  2. SOJO Canada

    1 role

    Data Analyst

    Full-timeToronto, ON

    Monitored auto insurance pricing models, validated model outputs, tracked risk score distributions, and supported pricing teams in production rating decisions.

    • Built Power BI risk analytics dashboards with DAX drill-downs by region, vehicle type, policy attributes, and exposure segments, reducing ad-hoc reporting requests by 30%.
    • Optimized SQL data models and pre-aggregated tables supporting pricing and exposure analytics, reducing dashboard load time from 2+ minutes to under 30 seconds.
    • Designed SQL and PySpark ETL pipelines to standardize 5 regional datasets into a centralized feature store, eliminating 4+ hours of weekly manual reconciliation.

    Apr 2025 - Apr 20261 year and 1 month

  3. McKeil Marine

    1 role

    Business Analyst

    Full-timeBurlington, ON

    Built dashboards and automated reporting workflows supporting operating decisions for Canada's largest marine services operator.

    • Built Power BI dashboards tracking route profitability, fuel expenses, and port fees, contributing to an 8% improvement in route profitability.
    • Automated reporting workflows using Power Automate and SharePoint, saving 30 hours weekly and reducing critical data entry errors by 60%.
    • Developed Python-based data quality checks for pricing feeds, reference data, and index benchmarks, reducing data exceptions by 35%.

    Jun 2024 - Apr 202511 months

  4. Harvest Fund Management

    1 role

    Intern

    InternshipBeijing, China

    Improved data ingestion and validation processes supporting compliance and investment research analytics.

    • Enabled daily analysis of 100K+ records through improved data ingestion and validation processes.
    • Designed data models for traffic pattern analysis and exploratory equity market research, supporting investment strategy workflows.

    Sep 2022 - Dec 20224 months