Dingwei Zhan Email & Phone Number

New York, United States

Conduct financial analysis (E.g.: DCF, Comps, LBO, Football field) using Bloomberg and Capital IQ to research medical stocks, assisting in investment decisions Develop stock recommendations based on quantitative metrics such as P/E, PEG, EV/EBITDA, profit margins and ROEPerform due diligence, including financial analysis (DCF modeling, LBO analysis), commercial assessment (market sizing, competitive landscape, go-to-market strategies), and technical evaluation of core product/service offerings) on medical startups, evaluating business models, market viability, and innovation potential, with investment target being ISRG

Shanghai, China

● Portfolio Management: Utilized the Wind system to assess the potential of China's innovative pharmaceutical sector. Optimized data analysis models to evaluate the firms performance, potential growth and risks to adjust the holding stocks in the E Fund Medical Biology ETF● ETF real-time data analysis: Developed Python tool to conducted automated analysis of ETF capital inflows, price moving average and medical industry performance variations and visualize the data on Tableau dashboard

Hamhzhou, China

● ESG Application Research: Conducted statistical and preliminary analyses on the application of ESG in the domestic market in light of relevant national policies; launched comprehensive macro-analysis and research on the overall healthcare industry tounderstand the front-end application and development possibilities of ESG in this industry, and prepared reports on ESGapplication.● Industry Research:Carried out feasibility analysis of ESG application on waste disposal in medical R&D, and researched in-depth on the whole process of medical R&D to identify the possible medical waste generated in each link; analyzed the current direction of medical waste disposal in the domestic market and the related impacts on ESG, explored possible optimal disposal methods from two core dimensions, namely, the economic impact and the environmental impact, and completed industry research reports.

Hangzhou, Zhejiang, China

● Due Diligence Report: Combined with corporate BP, due diligence team data, executive interviews, etc. to conduct detailedanalysis and evaluation of 2 companies in the vaccine and new energy automotive sectors, focusing on main business operation, market share, product, technology, and supply chain competitive advantages and disadvantages, etc. to prepare due diligence reports.● Investment Report Preparation: Completed 2 industry research reports for the semiconductor and vaccine sectors by searching industry data and research reports, and participating in more than 10 interviews with experts; analyzed investment feasibility through market analysis, competition analysis, and other circumstances, combined with specific conditions of the invested companies

Hangzhou, Zhejiang, China

●Conducted in-depth industry research on real estate sector, analyzing market size, marketization rate, driving forces, products,profitability, competition, and future trends●Performed target company analysis, assessing financial indicators and conducting on-site visits to evaluate financial health;Utilized SWOT analysis to identify core competencies of a specific real estate company's products and services●Collaborated in the preparation of bid documents for real estate enterprises, ensuring adherence to core requirements; Contributed to creating presentations with detailed implementation plans, IPO project timelines, and designs

New York, United States

● Conducted financial analysis using Excel, including balance sheets, cash flows, and credit risks, to support loan applications● Collected and analyzed market and customer information; Collaborated with account managers to expand customer resources andintroduced foreign exchange services, resulting in successful partnerships

• Assisted in the clinical trials of newly developed pharmaceutical products via exploratory and confirmatory factor analysis, poweranalysis, multiple imputation, survival analysis, and mediation analysis.• Participated in the epidemiological cohort studies to support drug development, covering (1) estimation of patient survival using lifetable and Kaplan-Meier methods, (2) comparative study on the survival rate between patient subgroups using log-rank test, and (3)survival modeling using Poisson regression and the Cox proportional hazards model.• Processedlarge-scaleclinicalsampledatasetsusingdeconvolutionmodels;helpedbuildqualitycheckingprogramsanddocumentationprotocols for collecting intensive longitudinal data through portable electronic devices.

Hangzhou, Zhejiang, China

● Data Integration: Created data modules through MySQL Workbench tool to collect 1000+ data related to epidemiology andhealthcare services.● Product Pricing: Participated in the development of a comprehensive pricing platform for health insurance products,constructed GLM and non-linear models in SAS to guide health insurance product pricing.● Competitive Analysis: Validated the model performance of a competitor's products and analyzed their strengths anddisadvantages in the market through hyper-parameter tuning and cross validation.

Master'S Degree, Medical Informatics

Bachelor'S Degree, Mathematics

Master Of Science - Ms, Health Informatics

Core Course: Information Computing Methods, Cost Benefit Analysis and Decision Making, Data Exploration and Analysis, Applications.