Yan Xu

Senior Consultant

Yan Xu is a consultant at FactSet since October 2023, specializing in customized portfolio analysis and reporting to enhance client strategies. Prior experience includes serving as a Client Solution Associate at BDO Germany, focusing on auditing and consulting for financial institutions, and holding various roles at FactSet from 2014 to 2021, including Senior Associate Specialist and Associate Analyst, where expertise in multi-asset fund management and portfolio optimization was developed. Yan's earlier experience as a sales representative at Pure Chocolate SIA involved negotiating sales targets and managing e-commerce efforts. Educational qualifications include a Master of Science in International Finance from The Berlin School of Economics and Law and a Bachelor's degree in Business Administration from Jilin University.

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