Yuefei Francis Wu
About Yuefei Francis Wu
Yuefei Francis Wu is a Junior Operation Analyst at UBS in Zurich, Switzerland, where he has worked since 2014. He previously served as an Associate Property Manager at Excelsior Realty Group and holds multiple degrees in Finance from universities in Shanghai and Sydney.
Work at UBS
Yuefei Francis Wu has been employed at UBS as a Junior Operation Analyst since 2014. In this role, he is responsible for conducting cash reconciliations to mitigate front-to-back operation risk and ensure the accuracy of financial data. He prepares and submits both internal and external reports, emphasizing accuracy in all documentation. Additionally, he drafts and updates standard operating procedures with a focus on annual process improvement. Wu also investigates the root causes of cash breaches to resolve issues and correct profit and loss data. He actively participates in periodic conference calls with various UBS functions to enhance collaboration and operational efficiency.
Previous Experience at Excelsior Realty Group
Before joining UBS, Yuefei Francis Wu worked at Excelsior Realty Group as an Associate Property Manager from 2013 to 2014. His tenure lasted for eight months in Stoneham, Massachusetts. In this position, he gained experience in property management, which contributed to his operational skills. This role provided him with a foundational understanding of managing real estate assets and client relations.
Education and Expertise
Yuefei Francis Wu has a strong educational background in finance. He earned a Bachelor's degree from the University of Shanghai, where he studied from 2008 to 2012. Following this, he pursued further education at the University of Technology, Sydney, achieving another Bachelor's degree in Finance from 2010 to 2012. He then completed a Master's degree in Finance at the University of Sydney from 2013 to 2014. This extensive academic training has equipped him with the necessary skills and knowledge for his career in financial operations.