Wayne Xu Email & Phone Number

New York, Ny, Us

Shanghai, China

• Authored and defended the "Japan Dairy Development Report" independently, analyzing Japan's approach to the stock price trap under raw milk quotas and tax restrictions since 1950.• Summarized the development of the food and beverage industry over the past 30 years from over 40 research materials, providing recommendations based on Japan's optional consumption development model.• Led the completion of 6 weekly reports, 4 bi-monthly reports, and 5 performance reviews. Systematically built the underlying financial models of 4 companies using Wind and Bloomberg to support research reports.

New York, United States

New York, United States

United States

• Pioneer ESG valuation initiatives at Columbia Engineering Lab, setting carbon finance and sustainable investment strategies, while concurrently preparing a research paper for publication in a top-tier journal.• Develop a novel nonlinear CAPM model with integrated ESG factors, tested on 200+ companies, enhancing predictive accuracy by 15% and creating new impact metrics to assess ESG's influence on corporate valuations.• Lead 10-person team, achieving 20% improvement in sustainable investment performance and 25% efficiency in risk assessment.

Shanghai, China

• Conducted comprehensive financial and operational analysis of environmental protection and water services companies, evaluating KPIs such as revenue growth, EBITDA margins, and ROE. Developed financial models projecting earnings and cash flows, achieving a forecast accuracy improvement of 20%.• Authored detailed equity research reports on market leaders, analyzing strategic initiatives, regulatory impacts, and technological advancements. Presented actionable insights to senior analysts and institutional clients, contributing to over $10 million in investment decisions.• Collaborated with cross-functional teams to integrate ESG criteria into investment theses, enhancing the firm’s sustainability analysis framework. Prepared high-impact client presentations and industry publications, increasing the firm's market visibility by 30% and positioning it as a thought leader in the sector.

New York, United States

• Evaluated the impact performance of AB's current portfolio in 6 verticals such as infrastructure and optimize investment strategies.• Built a cost-benefit analysis tool for climate adaptation to summarize the impact of physical climate risks in a given portfolio.• Developed the "Climate Adaptation Company Assessment Framework" through more than 16,000 collaborative sample data.

New York, United States

The Global Development and Research Center is responsible for conducting risk management and investment research, as well as writing the Blue Paper and developing our ESG ranking system.

Shanghai, China

• Analyzed in front-end research of 15 REIT projects, sorted out more than 300 pieces of auxiliary judgment information for invested projects, and managed in pre-investment management and post-investment exit execution.• Utilized 4 comparable listed entities to complete the REITs preliminary market research report and demonstrate advantages and disadvantages of valuation of pending projects.• Updated post-investment information of project every week, completed initial judgment report of three investment funds, and spearheaded construction of a systematic valuation framework.

Beijing, China

• Provided public offering REITs valuation and customized consulting services for 33 companies in environmental protection.• Led completion of several in-depth research reports such as Rental Housing, Market-based Long-Rent Apartment, and Affordable Housing, and cooperated with National Development and Reform Commission to release to market.• Cooperated with the China Real Estate Association in participating in the Asia 2022 Public Offering REITs Report, and updated 195 indicators and profiles of Japan and Singapore's 2022 public Offering REITs.

Beijing, China

• Designed and prototyped support procedures for efficient data flow, optical architecture, and governance options to achieve a 35% reduction in internal department data quality risk, such as FinTech.• Utilized Java, Python, and MATLAB to script nearly 150000 codes to support Smart Securities and ESG Services.• Assessed clients' data risk management and controls environments and facilitated in development of digital strategies to address governance, supervision, control, reporting requirements of 99 brokers.

Beijing, China

Shanghai, China

• Led fixed income team 70,000 vouchers extraction work and submit semi-annual audit report to PWC Shanghai office.• Established and retained a relationship with the Credit Reference Center of Shanghai and ICBC Shanghai, participated in Eastern European suppliers' logistics and confirmation hearings as a third party.

Master'S Degree, Climate Tech, 4.04 / 4.00 (Top 1%)

1. Analyzed market trends and regulatory impacts in the U.S. climate tech sector with the Westly Group, identifying a 15% growth.

Master Of Scinece, Financial Engineering (Carbon Management), 4.04 / 4.00 (Top 1%)

Activities and Societies: 1. Senator of Columbia University. 2. Student Representative of the Engineering School. 3. Research Associate.

Bachelor Of Economics, Energy Finance, 3.91 / 4.0 (Top 1%) ；93 / 100 (Top 1%)

*Joint Bachelor Program between TUFE and West Virginia University • Core courses: Sociology 100 / Energy Finance 98 / Investment 97 /.

Bachelor Of Economics, Energy Finance, 3.91 / 4.0 (Top 1%) ；93 / 100 (Top 1%)

Activities and Societies: • Assistant to the President of TUFE • Vice President of TUFE Press Group (chief school media) • Deputy.

Science Senior High School Students

Activities and Societies: 1. China anti-drug propaganda ambassador, participated in the recording of many anti-drug programs of CCTV.