Jonathan Fu,Mba/Entj-A Email & Phone Number

Hangzhou, Zhejiang, China

• 商务拓展、高管支持：陪同总裁参加国内和国际会晤，参与公司要事谈判及战略层面高层决策，代表总裁与公司内部管理层或外部政府机构、公司进行沟通协作，积极拓展建立并维护政府部门、金融机构、战略合作伙伴等良好社会关系。
• 战略分析、项目管理：协助制定公司发展战略规划、年度工作、经营、业务发展计划，根据行业和产业周期及特性提出优化集团投资战略及业务体系的合理建议；负责召集或主持公司办公、投资会议，监督公司各项规划和计划的实施。
• 投资分析、合同谈判：协助项目投资与兼并，寻求有发展潜力的投资项目，参与超过6个项目的投资全流程，包括项目发掘、尽调、战略协议签署、投资测算模型、合同条款谈判、正式合同签署、项目落地等；一年内成功落地2个项目。
• 项目落地、投后管理：参与投资谈判，审编投资合同文件及相关法律文件，定稿投决会资料完成内部过会；完成项目公司成立准备工作，拟订项目公司章程、董监高名单、组织架构等，项目公司成立后持续进行投后跟踪。o 节选部分项目经验：o 某估值超5亿级主题公园的杠杆收购，包括前期尽调、合作模式设计、估值测算、合作洽谈等；o 总投资超15亿知名景区的投资运营权及优先投资权的获取，包括战略协议、尽调、合同洽谈、项目公司落地等；o.
• Business Development: Accompanied the President to meet with the government or business leaders, maintained relationships and communications, drafted and presented various business documents; Contributed to the.
• Project Management: Assisted in developing overall strategic plan and operational planning of the company and monitor the progress.

1601 Elm St, Dallas, TX 75201

• Responsible for the risk data governance, consulting and reporting of enterprise risk management across all risk stripes (Credit Risk, AML, ALM, Operational Risk, Model Risk, etc)
• Collaborated with the multiple business (Credit, Market, Operational, Compliance, Statistical Analytics, etc) and IT teams to initial and implement systematic and BCBS 239 complaint risk reporting framework and system.
• Generated the senior management (CRO) monthly risk reports according to the enhanced risk data aggregated reporting system to better serve management’s business decision making process.
• Successfully passed the annual CCAR risk stress tests after failing for the last consecutive 4 years.设计并执行风险汇报要求，监控风险数据质量与把握汇报整体风险管理流程，建立风险汇报系统与高层报告，为公司风险管理高层决策与美联储 CCAR 压力测试服务，最终整个机构在经历连续 4 年失败之后成功通过了美联储的压力测试。
• 协调负责的高层管理人员与风险管理部各个风险小组（信用风险，市场风险，运营风险，合规风险）和会计部与金融部，对数据质量与过程进行监管，了解与满足各部风险数据汇报需求。
• 分析各部门的数据汇报需求及数据间的关系，并与IT共同建立数据库并优化 ETL 过程，优化风险数据质量与汇报流程，建立满足美联储风险压力测试 CCAR 的内控系统。

Dallas/Fort Worth Area

►Led several enterpreneur projects as founding members, industries including International business, Auto dealerships and TMT.►Participated in several intense internships in both start-ups and multi-national corporations, industries covering Property tax services, financial services and consulting.

Hangzhou, Zhejiang, China

► Conducted pre-investment analysis, including industry researches, news run, financial analysis, financial and business due diligence to evaluate the financial and operational status of 5 target companies as a team of 5 analysts.► Built an investment memo deck to propose investment decisions and presented to the CEO and the President.

Master Of Business Administration (M.B.A.), Finance, 3.6

Activities and Societies: Fellowship Association of Chinese Students and Scholars, Table Tennis Club, Alpha Kappa Psi(Prospective).

Economics-Global Exchange, Economics

Activities and Societies: Chinese Student Scholars Association