Coco Wu, Cfa Email & Phone Number

Hong Kong

• Research and decide asset allocation among asset classes, including equities, fixed income, commodities, alternatives, etc., with focuses on US and Asia Pacific markets.
• Conduct detailed fundamental analyses on companies in various industries, e.g. tech, healthcare, renewable energy, consumers, financials, industrials, materials, etc.
• Conduct detailed analyses on global macroeconomics.
• Trade various financial assets.
• Monitor and manage investment portfolio risks.

Hong Kong SAR

• Advised clients on short-term cross-border financing, e.g. loans, leases, customer finance, supplier finance, letter of credit, bank draft, guarantees, etc.
• Advised clients on cash and liquidity management, e.g. cash pooling.
• Advised clients on financial risk management, e.g. FX, interest rates, commodity prices, etc.

Hong Kong; Philadelphia, US

• Manage liquidity across countries and business units in Asia Pacific region; design both long term and short term optimal funding strategies; determine optimal capital structure. - Sourced lower-cost funding on EM.
• Manage currency risks: design currency hedging strategy and conduct currency hedging.
• Lead working capital improvement projects in the region, such as supply chain finance, customer finance, etc..
• Lead corporate restructuring, including formation and re-organization of legal entities, and managing relationship with joint venter partners.
• Lead M&A deal closing activities by country in the region.
• Integrate newly acquired business/companies.

Charlotte, North Carolina Area

• Led valuation of all strategic investment opportunities across division, including emerging business entry (new technology/product, new business line, new business model, cost saving, etc), capacity expansion.
• Led division 5 year long range planning, and ensured delivering a growing and achievable long range plan.
• Partnered with global commercial group and operation group to drive division financial commitment: Led global commercial forecasting and budgeting, and ensured actual results achieve target; Analyzed actual.

Greater St. Louis Area

• Conducted various financial analysis to guide the global manufacturing organization to make decisions: Analyzed actual operation results, and provided recommendations for business improvement; Led global budgeting.
• Analyzed global demand/supply trends of agriculture products, and forecasted commodity prices.

Chongqing, China; Melbourne, Australia

• Established and maintained product profitability evaluation models, supporting senior management to make various decisions on product development.
• Led cross-functional product development teams to drive key product lines’ financial commitment: Determined new product pricing, product feature design, volume/mix planning and freshening programs, increasing sales by.

Guangzhou, China

• Performed financial statement audits of both IPO companies and listed companies that carried significant assets and liabilities and generated substantial earnings/losses subject to fair value accounting.
• Validated the reasonableness of the valuations and assumptions behind the valuations of those assets, liabilities and earnings.

Mba

Master

Bachelor Of Arts