Xingyu(Ares) Wei Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Minnesota, United States

- Built a bottom-up revenue forecasting and Discounted Free Cash Flow model for Encompass Health Corp based on their expansion plan to evaluate the stock price, pitching a BUY 100 bps recommendation at $82 per share that has achieved a 10% return for the fund, which outperformed than Russell 2500G benchmark- Tracked and updated Capital IQ Tearsheet consistently on the company Simulation Plus including business description, financial analysis, company note, strategy notes, ESG analysis, and recommendations, enhancing the fund's operational efficiency by providing up-to-date information to analysts and portfolio management team- Conducted detailed financial analysis on Shockwave Medical including ROE, ROIC, operational efficiency, liquidity, and leverage analysis, recommending a BUY 100 bps that gained about $30k in return for the fund

- Guided 120 undergrad students in the financial modeling class by grading students’ assignments & exams, giving feedback, and holding weekly office hours to clarify complex modeling processes, improving students' learning quality and engagement

Shanghai, China

- Conducted industrial chain analysis and competition landscape, summarized company leadership information and industry guidance from the central government of China on COSCO Shipping Group, providing information to M&A directors to for engaging in discussions and negotiations to meet requirements of clients’ M&A targets- Researched and analyzed M&A cases of 96 Chinese state-owned enterprises that invested in private firms, identifying the most active clients and approaching them to seek business opportunities- Assessed the commercial value of 24 commercial properties and 12 office buildings for China Merchants SheKou Holding, and identified the top 5 most valuable assets to align with buyer requirements, enhancing asset selection efficiency and contributing to potential $80 Million deals for the employer

In my role at the CFA Research Challenge, I conducted a thorough financial analysis on Polaris, presenting a compelling SELL recommendation that led to a 2nd place finish in the Midwest Local Finals 2024. By showcasing my expertise in financial research and presentation skills, I effectively communicated complex financial information to industry professionals and the CFA society.

Minneapolis, Minnesota, United States

- Led two orientation sessions for over 500 new students, providing key information on campus resources and programs- Collaborated in the planning and execution of tens of orientation events, enhancing student engagement with the community

Minneapolis, Minnesota, United States

- Coordinated and planned 11 events for the international student community at Carlson School of Management including orientations, kick-off for the new semester, and Alumni networking to foster a supportive community- Held weekly office hours to support international students with academic challenges and transition to the University in the United States.