About Me

I am currently pursuing my Master’s in Business Analytics at the University of Illinois, with a strong academic background in finance from Curtin University, Australia. I have gained practical experience as a Financial Advisor Intern at Equitable Advisors and as an Engagement Team Member at TTG Asia Media. My expertise lies in data analysis, financial advisory, and using tools like Python, SQL, and R-Studio for data-driven decision-making.

Professional Experience

Business Operations Team Member - Disruption Lab at Gies (11/2024 - Now)

-Using disruptive technology like AI and machine learning, Blockchain, and VR/AR to transform industries. It works on projects with real world impact for a variety of clients.

Associate Business Analyst - Associated Wholesale Grocers (AWG) (09/2024 - Now)

- Utilized Python (Pandas, Numpy, Matplotlib, Sklearn) and R to overall analyze over 15000+ organizations’ data (time-series analysis & cross section analysis & classification) of the donations made and trends associated with them
- Reported and Visualized (Tableau) on recommendations for optimizing Digital Coupons strategy for AWG products.
- Used the method of Machine Learning to anticipate the success of Digital Coupons strategy.

Financial Advisor Intern - Equitable Advisors (01/2024 - 05/2024)

- Sourced and organized 10,000+ new client leads using Zoominfo for efficient customer management.
- Employed tools like PowerBI to optimize investment management and tax strategies for 50+ clients, improving financial outcomes by 15%.
- Established internal customer relational management database for managers immediately gaining the client’s details and stored 10000+ potential clients needed financial services in the database

Client Engagement Rate Analyst - TTG Asia Media Pte Ltd (07/2023 - 10/2023)

- Onboarded 150+ hotel managers and agents for tour sales, and used HubSpot CRM for tracking customer responses.
- Analyzed 5,000+ tour and attraction tickets for data insights using Excel and R Studio, contributing to machine learning model training.
- Searched for and identified 100+ potential distribution channels provided corresponding support
- Collected 2000+ feedback to build and enhance the relationship with potential customers using HubSpot CRM, achieving a 42.22% open rate of email (helping to build the new relationship) and a 47.27% click rate

Education

University of Illinois Urbana-Champaign

Master of Science in Business Analytics

Graduation: Expected 06/2025

GPA: 3.93

Curtin University (Perth,Australia)

Bachelor of Commerce (Finance) with Distinction

Graduation: 11/2023

GPA: 3.83 (Verified by WES)

Methodologies

Data Analysis

Data Analysis Data Visualization Financial Analysis Local AI Establish Supervised Machine Learning Unsupervised Machine Learning Semi-Supervised Machine Learning Reinforcement Machine Learning

Technical Expertise

Data Analysis

Python SQL SAS R KNIME Wolfram AWS(Amazon Website Service) MongoDB ChromaDB Alteryx Zoominfo HubSpot DataBricks PowerBI GoodgleAds

Featured Projects

Virtual Stock Investment Analysis

The report analyzes the investment choices and portfolio performance compared to the S&P 500, discussing factors like interest rates, inflation, and COVID-19 that influenced investment results.

Econometric work to prove Environmental Kuznets Curve (EKC)

The project empirically tests the EKC hypothesis by analyzing World Bank data on CO2 emissions and GDP per capita using linear regression to determine if environmental degradation follows the predicted income-based trend.

Analysis of a Workplace Wellness Program

The main goal of the analysis is to determine the effectiveness of workplace wellness programs on healthcare spending and employee health. The document also discusses the challenges of selection bias in such studies and the importance of using randomized controlled trials (RCTs) to establish causal relationships.

Predicting Property Values in Cook County, Illinois

The primary goal of the project is to develop a machine learning model that can accurately estimate the market value of residential properties based on historical data and features. The project emphasizes the importance of fair and accurate property assessments to ensure equitable taxation.

Explore NYC taxi fare pattern

It provided insights into various aspects of NYC taxi trip data, helping to understand demand patterns, fare structures, payment preferences, and the impact of surcharges. The analysis results can be used to optimize taxi operations, improve pricing strategies, and enhance customer service.

Difference-in-Differences analysis and Regression Discontinuity (RD) analysis

The work focuses on analyzing the impact of teenage driving on mortality rates using a regression discontinuity design.

Let's Connect

[email protected]

+1 347-245-0259

Shengjie (Jimmy) Chen

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