He Wang Email & Phone Number

• Executed mapping in semiconductor and AI space, referred 3 startups to investment committee, and affected real investment decisions
• Sourced one AIoT startup and persuaded investment manager to proceed due diligence and negotiate key terms Aggregated 50+ startups and sourced one startup focusing on Connected vehicles (V2X) applications and Smart.
• Presented Decentralized Finance sector review to all Investment managers by conducting in-depth research and preparing discussion materials

Seattle, Washington, United States

• Managed the portfolio of US$4mn in AUM, consisting of short-term index options and long-term equities options
• Developed trading strategies and maximized possible investment profits by analyzing options Greeks and Implied volatility
• Conducted Macro analysis by analyzing and monitoring market seasonality, economic data, historical movements of index and individual stocks
• Successfully raised US$2mn funding through LPs outreaching and pitching inhouse investment strategies and opportunities

Seattle, Washington, United States

• Composed LP research methodology, conducted China LP research and sourcing, and provided accurate and completed dataset to potential clients
• Conducted analysis on endowment, family office and state-owned LP based on financial reports and articles and drafted China VC market reports
• Investigated into macro and industry trends in China regarding VC to re-prioritize internal workflow for guidance
• Built company, LP, Funds profiles and datasets including registration information, equity structure, and financing stage to enhance comprehensiveness of Greater China private market dataset and meet team goals

Greater Boston Area

• Drafted 10+ equity research reports covering TMT industry, e.g., Teradata, NetApp and Pure Storage etc. using Bloomberg, Yahoo Finance, MorningStar, Market Watch, CNBC to collect the information related to the company.
• Perform 20+ financial analyses and calculated the financial ratios using excel templates to conclude the potential investment opportunities
• Provided the final reports and communicated with the client to propose the investment plans based on the financial analysis and industrial research

Beijing City, China

• Instructed customers to fill in application forms, assisted customers to purchase stocks by walking them through the whole process, understood customers’ situation, and provided them with valuable suggestions
• Completed the materials arrangements by regional order, checked the functions of the machine to make sure it runs smoothly, coordinated the work among different departments with colleagues to complete tasks
• Received more than 50 customer inquiries every day, achieved 100% customer satisfaction; enhanced the clients serving skills and communication skills

Master Of Business Administration - Mba

Master'S Degree, Econometrics And Quantitative Economics

Bachelor'S Degree, Economics