Junwei Guo Email & Phone Number

Jiaxing, Zhejiang, China

• Main coverage is Electronics, one of the 28 SW 1st-tier industries. Built a pool of key selections of over 150 securities. including but not limited to semi-conductor, display, illumination, electronic manufacturing.
• Second coverage is on general consumer products. Built a pool of at least 50 securities, which are in power battery, daily chemicals, aviation and shipping, food and beverages, health service, etc. Selection criteria.
• Characteristics of Research opinion: (1) genuinely original,(2) highly summarized, (3) qualitative over quantitative.
• Research work carried out with an emphasis on fundamental analysis, through a bottom-up perspective. Sources of information include public announcement, reports from security companies, Wechat articles, official press.
• Research outcome include industry life cycle analysis, industry and securities’ health monitoring, inventory cycle monitoring, business model analysis, valuation, etc.
• Personal investment style: seek for steady growth in net value with moderate slope and volatility.

Shanghai, China

• Took part in screening investment cases. Participated in due-diligence research in two projects with different level of involvement.
• Responsibilities include filing data, digging up histories, interviewing management, drafting research report, writing investment proposal, etc.
• Designed promotional brochures for potential investors, gave presentations during roadshows. Contributed to raising 30-million in a limited partnership.

• Took responsibility in developing new-to-banks, and maintaining healthy relationships with them.
• Provide advices on asset allocation for clients based on their risk-return tradeoff, liquidity requirement, experience and preferences, etc.
• Assisted managers in selling investment products such as local mutual funds, structural products, and insurance policies.in providing wealth management solutions.

Shanghai City, China

• Internship in public relations department, Blue Focus Digital Marketing Shanghai
• Did planning scheme of Weibo account, daily release of offical documents, writing of Weibo weekly and monthly operational report. Interacted with e-pals, timely replied their comments. Did daily monitoring of.
• Did planning scheme for Weibo and Wechat accounts, as well as routine maintenance for brands of Nonobank, Fortune Cat financial services, both in the industry of internet finance.

Pinghu

Internship in business banking department, Agricultural Bank of China-received clients, sorted through and compiled bills of varying kinds.

Master'S Degree, Msc. Finance And Management, Merit

As it's name suggests, MSc. Finance and Management is a major that touches onto both finance and management--courses we took were a blend.

Bachelor'S Degree, Ba. (Hons.) International Business Management, Upper Second Class

Activities and Societies: Warehouse and material flow manager, Student Union Souvenir Shop -tended counter, recorded flow of goods.