Wenjing (Sia) Xu Email & Phone Number

Arlington, VA, US

St Louis, Missouri, United States

• Used iFinD, a financial terminal, to facilitate qualitative research on the General Trading Industry and company-specific coverage.
• Performed a quantitative valuation of the top 5 companies by analyzing financial statements, calculating key ratios, and creating a dynamic Excel workbook, to evaluate companies’ profitability, efficiency, cost control.
• Composed a 10-page equity research report on Zheshang Development Group Co., Ltd., communicated recommendation actions with the manager, and fulfilled other responsibilities with competing priorities.

• Initiated a self-evaluation survey for students on Qualtrics and assigned students into groups, computed compiled data to ensure team comparability, and offered professors other online and offline operational and.
• Hosted weekly office hours, helped 40+ students learn statistics and Excel, and guided through multi-regression projects.

New York, United States

• Explored Parisa Wang’s historical revenue performance using SQL Joins, created a pivot table to calculate conversion rates of 90+ digital attributions and marketing channels, and displayed the trend on a Tableau.
• Advised 3 A/B testing plans on improving websites’ traffic, proposed a conversion optimization strategy based on qualitative research and quantitative analysis on competitors and customer behaviors, and convinced.
• Achieved the KPI of reaching 150+ waitlist subscribers and selling 50+ limited edition bags in 4 months.

Greater New York City Area

• Recognized sell-side institutional clients’ needs and conducted database, online, and other secondary research to identify prospective strategic buyers and investors.
• Wrote outreach emails and teasers composed of clients’ overview and investment highlights to attract potential investors interested in diversifying investment portfolios or addressing current concerns.
• Scheduled introductory meetings and conference calls with investors identified through outreach emails.
• Compiled pitch books and buyer lists and regularly updated clients on the progress.

• Introduced clients the prerequisites applying for various personal loans and their different characteristics, such as Foreign Exchange Loan for Studying Abroad, Personal New Housing Loan, Personal Loan for Consumptive.
• Collated the validity of clients’ documents including their photo IDs, credit histories, bank statements, and proofs of income, filled out loan contracts, required clients’ signatures, and then submitted to managers.
• Communicated with clients when loans were approved and informed of monthly payment obligations and repayment dates.

Master'S Degree, Finance（Quantitative）

Bachelor'S Degree, Finance And Economics, 3.82

High School Diploma