Yu Hei Lee

Supporting insurance sector engagement on Hong Kong Risk-Based Capital regulatory framework by partnering with data scientists and client-side stakeholders to deliver asset reporting documentation aligned to HKIA compliance standards Building data visualization and enhancing financial reporting dashboards in Power BI, Power Query, Power Pivot and Alteryx to consolidate client company's full-year asset holdings, enabling faster client review and edit cycle Developing SQL queries to extract and validate regulatory datasets by translating business requirements from senior consultants into structured database logic, supporting accurate documentation handover to developers

Winter Intern, Management Consulting - PricewaterhouseCoopers - Hong Kong

(2026-01 - 2026-05)

• Supporting insurance sector engagement on Hong Kong Risk-Based Capital regulatory framework by partnering with data scientists and client-side stakeholders to deliver asset reporting documentation aligned to HKIA compliance standards
• Building data visualization and enhancing financial reporting dashboards in Power BI, Power Query, Power Pivot and Alteryx to consolidate client company's full-year asset holdings, enabling faster client review and edit cycle
• Developing SQL queries to extract and validate regulatory datasets by translating business requirements from senior consultants into structured database logic, supporting accurate documentation handover to developers
• Participating in User Acceptance Test (UAT) training for government entity's ERP project by coordinating event logistics and post-event data analytics of training feedback
• Constructed over 1000 UAT test case summaries for multiple departments within HKSAR Government entity's ERP project, ensuring data accuracy of a bulk database for project delivery

Intern, EB Claims Business Management - HSBC Life - Hong Kong

(2025-07 - 2025-12)

• Improved data entry accuracy and reduced manual processing time by 40% as measured by monthly workflow audits, by automating client personal, occupational, and claims data pipelines using Excel VBA and structured validation rules
• Delivered monthly financial and operational reporting to senior management as measured by adoption across the EB Claims leadership team, by building MIS dashboards in Power BI and presenting performance insights with clear stakeholder-facing narratives
• Identified 3 high-risk claims cases for escalated investigation as measured by case referrals accepted by the investigation unit, by applying statistical analysis on claims behavior patterns and collaborating with teleclaims officers, assessors, and underwriters
• Ensured 100% data integrity across a 100,000+ record of panel doctor database as measured by zero reconciliation errors between internal systems and external regulatory reports, by leading a cross-database mapping and validation project spanning 4 source systems

Consulting Intern - Pretium Partners Asia Limited - Hong Kong

(2024-07 - 2024-11)

Leading Asia-Pacific Region Human Capital Benefit and Compensation Consulting

• Delivered a long-term incentive design report for a Hong Kong Stock Exchange Pre-IPO client as measured by client adoption into their executive compensation proposal, by conducting peer benchmarking across 15+ comparable financial services companies and applying valuation logic to equity-based incentive structures
• Produced executive compensation benchmarks for the top 250 global companies as measured by integration into the firm's master reference database, by performing market sizing and quantitative analysis using FIT Remuneration, FWC, and Guerdon Associates datasets across multiple geographies
• Synthesized pay-level insights across 5+ industries as measured by inclusion in a consolidated client deliverable, by structuring quantitative research findings into a consulting-style framework covering executive payroll, shareholding ratios, and competitive positioning

BBA - Business Economics & Information Management - City University of Hong Kong (2023 - 2027)