Carl Wan is a Web 3 | eWallet | FinTech | Undergraduate | at MusePay.
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AssistantMusepay Mar 2024 - PresentHong Kong SarAnalysing: By analyzing customer groups through data, handle customer issues in the encrypted digital asset management and operation system.Reporting: Assist with KYC certification of payment systems. Report bugs in KYC and payment systems. -
Finance AssistantHubei Carbon Emission Exchange Jun 2023 - Aug 2023Wuhan, Hubei, ChinaESG Rating Methodology Research: Compared and contrasted the differences in the evaluation index system and communication mechanism of MSCI ES; S&P Global CSA; Sustainalytics; CDP; GRESB questionnaires, and analysed the rating pain points and trends.Green Bond Compliance Risk Control: Sorted out the definition standards of green projects by relevant management departments of green bonds. Set up a system of compliance elements and indicators of project standards, participated in checking whether the project met the Green Industry Guidance Catalogue of seven ministries and commissions, and whether it was basically in line with the green loan of the People's Bank of China, green financing statistics of the CBRC, etc., which would effectively reduce the cost of issuance, management and transaction, and promoted the synergy of various departments and enhanced the efficiency of the market. Documentation: Use of Proceeds,Process for Project Evaluation and Selection,Management of Proceeds,Reporting.
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Analyst AssistantCodi Capital May 2021 - Jul 2021Hangzhou, Zhejiang, ChinaInformation Collection: Actively responsible for collecting industry market information, including policies and regulations, market development trends, data of major companies and competitors. Through systematic analyses, provided the company with a comprehensive market overview and substantial support for decision-making.Data Analysis/Visualisation: Mining 500+ company data within the industry, tracking and Excel monitoring of financial fluctuations within the cycle, and presenting the analysis results in visualisation (power BI).Report Writing: Wrote industry analysis reports that accurately reflected market conditions and key dynamics, and was highly recognised by the leadership, who acknowledged me in information collation, language expression and deep understanding of the trends in the industry.
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Industry ResearchShanghai Shenyin & Wanguo Securities Research Co., Ltd. Jan 2021 - Mar 2021Shanghai, ChinaInterviews: Assisted in positioning the company's IPO in the foundry industry by interviewing the technical director to obtain key information on technological innovations and market outlook. Successfully designed outlines and completed interviews to ensure information critical to the company's growth was obtained.Sensitivity Analysis: Conducted fundamental analysis of the covered companies, including revenue forecasts, historical trend analysis, projections, working capital analysis, sensitivity analysis and scenario analysis, using functions to forecast future revenue trends and determined the future capital requirements of the business.IPO Eligibility Assessment: Analysed and assessed whether a company meets the requirements for a GEM IPO, demonstrating an understanding of securities market regulations and an independent ability to review a company's eligibility.Credit/Liquidity Analysis: Participated in industry, business and financial risk analyses 50+. Evaluated risks of future operations.Risk Assessment: Assisted in writing the risk factor section of the prospectus by conducting in-depth research on competitors and summarising the industry profile. Demonstrated sensitivity and expertise in risk management by providing accurate risk warnings on technological innovations and key customer dependency risk -
Operations Assistant香港匯豐銀行 Jun 2020 - Aug 2020Beijing, ChinaClient Co-operation: Led cross-departmental co-operation and acted as a bridge between clients and back office to provide product investment advice to overseas clients. Improved client service efficiency and quality by coordinating resources from various parties. Learned portfolio theory, exposure, measures, benchmarks, analytics, and behavioral factors affecting investments, and participated in writing product service manuals.Business Development: Explored all aspects of the asset management industry, key players, regulatory considerations, and understood clients' investment objectives (return cycle).Anti-Money Laundering (AML): Familiar with the risks associated with the payment industry and experience in building risk models and indicator systems. Familiar with anti-money laundering related laws and regulations.
Frequently Asked Questions about Carl Wan
What company does Carl Wan work for?
Carl Wan works for Musepay
What is Carl Wan's role at the current company?
Carl Wan's current role is Web 3 | eWallet | FinTech | Undergraduate |.
What schools did Carl Wan attend?
Carl Wan attended Hong Kong Baptist University, 香港浸会大学, The Hang Seng University Of Hong Kong, 香港恒生大學, 香港恒生大學, 香港恒生大學, 香港恒生大學, Hong Kong Baptist University.
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