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Wai Wong

Wai Wong

Senior Business Analyst at Diamond Hill Capital Management Inc.

CA , United States

About

Wai Wong is an investment professional currently serving as Director, Business Solutions at Diamond Hill Capital Management, Inc., a respected asset management firm based in the United States. In this role, Wai Wong plays a key part in overseeing strategic business operations and technology-driven solutions critical to supporting the firm’s investment management activities.

While not functioning as a traditional sector analyst, Wong's expertise centers on optimizing operational infrastructure and systems that enable effective analysis and portfolio management across equities and fixed income asset classes. His involvement at Diamond Hill supports teams focused on U.S. equity strategies and institutional client solutions.

Prior to joining Diamond Hill, Wai Wong has held positions in business analysis and solutions management in the finance industry, reinforcing his strength in aligning technology, operations, and investment workflows. His career highlights include the successful implementation of innovative digital tools to boost efficiency and compliance within investment operations. Wai Wong is recognized for his contributions to building agile systems that facilitate higher standards for transparency and performance at Diamond Hill.

Career History

OrganizationRoleDate RangeDetails
Diamond Hill Capital Management, Inc.Senior Business AnalystJul 2019 to Present
Diamond Hill Capital Management, Inc.Business AnalystJan 2016 to Jun 2019
Advent SoftwareCustomer Success ManagerApr 2014 to Jan 2016
Advent SoftwareTechnical Account ManagerDec 2012 to Mar 2014
Advent SoftwareSolutions AnalystDec 2009 to Dec 2012
- Work closely with a handful of clients to analyze their business and technical workflow, then identify opportunities to improve efficiency. - Develop solutions such as reports, automation scripts, a...
Advent SoftwareClient Services Team LeadJan 2008 to Dec 2009
Advent SoftwareClient Services RepresentativeFeb 2005 to Jan 2008
TravelocityQuality Assurance EngineerJan 2001 to Jan 2004
Rover GroupEngineering InternJan 1997 to Jan 1997

Education

UC Berkeley

Bachelor of Science (B.S.), Mechanical Engineering

1994 1998

Skills & Expertise

Requirements Analysis
SharePoint
Axys
Salesforce.com
Account Management
Microsoft SQL Server
Performance Attribution
Dataport
Business Analysis
Rex
Financial Services
Application Portfolio Management
Account Reconciliation
ACD
Technical Documentation
WebEx
Microsoft Excel
Enterprise Software
Apx
SQL
SaaS
Analysis
Performance Analysis
Integration
CRM
Automation
Databases

Others at Diamond Hill Capital Management Inc. (32)

NameRoleLocation
Aaron Monroe
Aaron Monroe
Portfolio ManagerUnited States
Alex Dergun
Alex Dergun
AnalystNew York, NY , United States
A
Arthur Cheng
Portfolio ManagerLos Angeles, CA , United States
Brian Bath
Brian Bath
Research AnalystColumbus, OH , United States
Charlie Minor
Charlie Minor
Assistant Portfolio ManagerColumbus, OH , United States
D
Dana Wainer
Accounting and Business AnalystColumbus, OH , United States
Emily Wlos
Emily Wlos
Director - Strategic PartnersDenver, CO , United States
H
Harsh Acharya
Research AnalystColumbus, OH , United States
John Kroeger
John Kroeger
Managing Director - Information TechnologyColumbus, OH , United States
Kavi Shelar
Kavi Shelar
Research AnalystNaples, FL , United States
Showing 1-10 of 32 team members