Iris Wu Email & Phone Number

Beijing City, China

Beijing City, China

Financial Market research- Regularly brief to global management on Chinese government financial reform progress and regulatory policies changes, and provide them with policy research reports, and updates on competitors and significant regulatory changes when necessary. - Chinese financial market research reports include ‘China continues its RMB internationalization and aligns with FX international rules’, ‘Chinese interbank bond market openness and its implications’, ‘One Belt One Road strategy and enhanced global information needs’, etcGuest Instructors and presentations- As a guest instructor of Merger & Acquisition Information Decision course to the EMBA students at Tsinghua University PBC School of Finance in 2016- Deliver strategic presentations to internal audience regarding global products/services entry into China, financial regulatory trends, etc.Government and regulatory relations- Serve as an internal consultant for Thomson Reuters senior management on Chinese government policies related matters especially on foreign companies operation in local financial market; - Maintain relationships and actively interact with financial regulators and government bodies, including the People’s Bank of China, the State Administration of Foreign Exchange, the China Banking Regulatory Committee, the China Securities Regulatory Committee, Asset Management Association of China, Tsinghua University PBC School of Finance, Cyberspace Administration of China, and Shanghai Pudong New Area government etc- Co-organize seminars/events with the PBOC and the SAFE- Arrange visits among senior officials from Chinese government bodies and Thomson Reuters executivesStrategic Partnership- Develop strategic partnership with local associations and firms with win-win proposals to build Thomson Reuters’ thought-leadership in the industry. For example Beijing Fund Town, Asset Management Association of China, Beijing Private Equity Association, Xinhua Financial Media Group

Beijing City, China

Training courses and presentations- Instructor as Thomson Reuters Academy Institute, courses include ‘Fundamental Analysis of Listed Companies’, ‘Charts to Illustrate Economy’, ‘Macro-economic Indicators and Cross-Asset Investment’, ‘Investment Banking Business and Information’, ‘Industry and Competition Analysis’ etc- Delivered training courses on financial market and corporate product functions to current and potential clients, e.g. asset managers, securities research analysts, investment bankers, private equity investors, portfolio managers, university professors/PhD students etc.Knowledge ‘center’ and financial modeling- As one of the ‘knowledge centers’, answered questions from internal colleagues and external clients- Developed financial models for clients’ research and investment decisions, e.g. comparable analysis, industry analysis, target company valuations, stock selection, portfolio performance track etc. Client relation management- Interacted with clients regularly, and captured their updated workflows, information needed for their investment decisions, and provided client feedback to product development/content teams and represented the “voice of the customer”.- Identified “at risk” clients who either had budget constraints or changed job responsibilities, and tactically focus on retaining them.Mentoring- Mentored "junior" colleagues in both financial market knowledge and soft skills about facing clients, presentations, problem-solving skills etc

Beijing City, China

Strategy- Prepared mid-term, short-term China content strategy and content acquisition plan; and make sure content plan aligning with corporate business priorities and financial market trends both domestic and the globe.- Presented China financial market trends and content strategy plan to global and local senior executive teams and secured enough capital invested into Chinese financial data.- Conducted macro-economic and competitive analysis in Chinese financial services industry to assist senior leadership teams in well-defining Chinese business priorities. Project Management- Managed content enhancement projects, from project initiation, in-house/acquisition decision, data vendor due diligence, requirement communication, negotiation, data delivery, data processing, to enhancement on products and market feedback collections. Partnership- Partnered with CFA Institute in China’s market, and co-hosted CFA training sessions in TR offices

Beijing City, China

Project Management- Managed China content projects to assure it is well scoped, planned, sourced and delivered per business requirements- Led Thomson Reuters flagship product, Eikon, localization project, and have transformed a purely English language product to a well-accepted Chinese language product; defined content and product localization scope based on data needs of Chinese financial markets and product/database constraints, conducted budgeting and sourcing related to project, presented business case to senior executive teams both global and local, coordinated with global and local development, product, data teams, and translation teams to assure the project progress in quality and proper time frameCollaboration and problem-solving- Worked closely with internal stakeholders (data teams, project manager and product groups) as the China point of contact to assure requirements are well presented. - Liaised with parties internally and externally about the project at all levels to communicate project progress and any issues which need to be raised - Developed and maintained relationships with local data vendors, negotiate with all possible suppliers to bring content into the companyPartnership- Promoted TR’ brand in China via improve data quotations by financial journalists. Successfully featured TR’s content and analysis to local media, such as China Securities Journal, Shanghai Securities Journal, Economic Observer, and The New Magazine etc

Toronto, Canada Area

- Prepared reports to support Equity trading: trading commissions, market share, Normal-Course Issuer Bid trades reports, Convertible Debenture reports- Financial database maintenance and enhancement- Business lines analysis, revenue analysis, and cost analysis- Created a financial model to analyze client profitability- Participated in CRM (Client Relationship Management) system evaluation, and prepared business case for senior management- Actively communicated with TSX (Toronto Stock Exchange), equity traders, middle office, and finance department

Shenzhen, Guangdong, China

- Managed the Business Support Department together- Collaborated with business units to set up annual quotas, and prepared high-level budgets for each business unit and functional department- Oversaw and analyzed key financial data at each subsidiary monthly- Proposed solutions to financial issues, and followed the implementation of solutions- Initiated the development of our financial management system, which increased the transparency and efficiency of financial information flow, and better supported the decision-making by executives- Supervised the internal audit activities in 8 subsidiaries around China semi-annually in order to keep the top executives informed on the real performance of the subsidiaries and therefore respond in time to any opportunity and important issue

Shenzhen, Guangdong, China

- Assisted the general manager in controlling operating expenses- Acted as company representative in introducing International Organization for Standardization 9001- Created a dynamic clients database, which reduced the redundancy of client information and improved the efficiency of client information retrieval among branches. This system was considered as a milestone of the coming CRM (Client Relations Management) system in Vanda

Master Of Business Administration (Mba), Finance And Financial Management Services

Activities and Societies: York Consulting Group

Bachelor Of Science (Bs), Information Science/Studies

Activities and Societies: Student Union

Bachelor'S Degree, Information Science

Bachelor'S Degree, Infomation Science