• Theoretical knowledge of capital market and financial instruments such as equities, fixed income, mutual funds, hedge funds, derivative investment: futures, contract, forwards, options, swaps; alternative investment, treasury stock/bond, calculation of net asset value (NAV), fund offering/redemption price, etc.• Excellent on relationship building, including marketing and outreach activities to show clients financial products value, growing networking, and deepening existing relationships.• Hands-on experience in financial analysis and valuation, qualitative and quantitative research, financial forecasting/budgeting, market trends analysis and prediction.• Great knowledge of business analysis focus on data analysis and reporting, project coordination, process mapping and requirements gathering within financial areas.• Advanced user of MS Office suite (Word, Excel: VBA Macros, VLOOKUP, Pivot Tables, formula, Outlook, PowerPoint, Visio, SharePoint, OneNote), CRM/ERP system, Team Collaboration Tool (Zoom, Google Suite, MS Teams, Dropbox), Wind.• Excellent work ethic and organizational skills with a track record for working well under pressure and prioritizing and handling multiple tasks towards a deadline.• Working toward CSC and CFA Designation.
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Investment AnalystCitic Securities Company Limited Jun 2021 - Dec 2021• Initiated fundamental financial analysis for target industries (advanced materials, forestry, energy resource, environmental, manufacturing) to derive stock value in comparison to the current market price.• Conducted due diligence on investment projects; processed and obtained data into reports, formulated findings and delivered presentations to managerial levels.• Verified IPO project transactions, licensing and partnerships, corporate debt funding and other sources of capital, and reconciled historical financial statements against bank statements to ensure financial integrity.• Analyzed 11+ target company financial reports in team of 5 by using Excel (V-lookup, Pivot Tables, Index, SUMIFS, etc.)• Worked with different stakeholders focused on requirements gathering and documentation, clarification, elicitation, and data metrics to support the business decisions.• Verified financial report and legalization documents of IPO projects and interpreted the impact of regulation and compliance requirements and enhanced research reports. -
Project AssistantXiamen Sandexin Electronic Science And Technology Co., Ltd. Mar 2021 - May 2021• Collaborated with research and development teams on business requirements including product risk evaluation, product viability and marketing research.• Collected market data and consolidated into ad hoc reports using MS Excel (Pivot Table, V-lookup, Macro) to support marketing and sales decisions.• Supported different projects by analyzing company monthly and annually financial report to forecasting company growth rate and comparing industry macroeconomic trends.• Engaged in compiling research of the competitor market, including gathering information such as market share, product and service evaluation, client demographics across different regions.• Provided operation support to both internal and external teams during business conferences.
Chris Wu Education Details
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Mathematics
Frequently Asked Questions about Chris Wu
What is Chris Wu's role at the current company?
Chris Wu's current role is Bachelor in Mathematic | Passion in Finance & Banking Industry | CSC & CFA Designation.
What schools did Chris Wu attend?
Chris Wu attended The University Of British Columbia.
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