Wesley (Haocheng) Du Email & Phone Number

Jersey City, Nj, Us

Shanghai City, China

LNG Industry

Conducted detailed research and analysis of speech recognition and blockchain industry; reached out to companies in those industries and provided them financial services like capital raising, mergers and acquisitions, or IPO services base on their current financial situation and business development planPackaged financing deals for 5 companies belong to oil refinery, solar energy, fast fodd, air cargo, and medical devices industry; conducted company valuation and investment summary; reached out to investors and arranged meetings between the company and investorsPrepared term sheet, letter of interest, engagement letter, etc for clients; drafted pitchbook and presentation for clients and presented to potential investors

Greater New York City Area

- Build financial pricing model, including DCF (Discounted Cash Flow to equity) model, DDM (Dividend Discount Model) model, comparable company analysis, precedent transactions analysis, etc., to value the target companies and predict a future target stock price for the companies based on the financial analysis and cash flow/dividend forecast- Write equity research reports about the target companies, which will be reviewed by the supervisor within the company, and distributed through company’s expansive online network, like Seeking Alpha, Yahoo finance, Blue Matrix, etc.- Interact with buyside investors, industry contacts, investor relations personnel, and senior management at target companies.

Greater New York City Area

Researched on different investment models by analyzing investment strategy and various of indicator, including cumulative and single period return, Sharpe ratio, info ratio, maximum drawdown and market upside/downside capture; provided suggestion like investment model replacement or reallocate to supervisor. Co-managed clients’ assets portfolio, and made asset allocation decisions based on differentiated client characteristics, including investment horizon, existing holdings, expected returns and risk tolerance.Built and maintained database of the Annuity product to compare the performance of funds

Shanghai City, China

Drafted research reports for 50 Pharmaceutical stocks listed on the Hong Kong Stock ExchangeConducted research on the development and current situation of Pharmacy Benefit Management in China

Shanghai City, China

Completed credit data archiving for 50 credit operations and understood credit types and materials requested to deal with credit business Summarized data of multiple tables and compiled a table for completion status of credit business line inspectionConsulted customer managers about credit business process and learned how to conduct risk assessment for enterprises and track business process in post-lending maintenance periodObtained a basic understanding of bank system and specific functions of different sectors

Shanghai City, China

Collected and analyzed data of economic indicators Established economic prediction models based on data collectedDrafted macroeconomic monthly reports Conducted research on Merrill Lynch Investment Clock

Shanghai City, China

Assisted professional auditors to classify and analyze report date of the audited entitiesDeveloped several work papers independently, including asset category, income category etc.Participated in the audit work of Shanghai Pengxin Mining Investment Limited Company, and Shanghai Baoyi Can Co., Ltd, etc.

Master'S Degree, Master Of Science In Finance

Corporation (Marriot) Evaluation Project 03/2016 – 05/2016 Applied Pro Forma model on Marriott’s past 5 years financial indicators.

Bachelor Of Arts (B.A.), Economics, Management: Financial And Organization Management, 3.592

Activities and Societies:International Orientation Group Leader & Ambassador 8.2014 - 5.2015 Interacted with international students.