Sihong Wang,Cfa Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

China Shanghai

· Collaborated closely with portfolio managers to gather insights and information on investment strategies, performance, and portfolio characteristics, better aligned with investors' needs, and increased $8 million in AUM within 6 months.· Constructed analytical tools to monitor the growth of customers and assets under management (AUM) from various retail channels, totaling $100 million.· Utilized quantitative and qualitative analysis on funds' underlying assets, produced weekly equity research reports and market interpretations, distributing top-notch financial content for nearly a million users.· Lead the collection and analysis of internal and external data to create PowerBI dashboards and decks and assisted in the creation of documents and presentations in various formats for a range of audiences and stakeholders; highly received recognition from server client groups· Effectively generated marketing and communication content on a timely basis and swiftly responded to investor inquiries, leading to a significant 10% decrease in fund redemption rates.

· Conducted in-depth industry and covered early stage and growth stage funding of IT companies (ticket size less than $5 million) by assessing their business models, competitors, clients, and revenue sources.· Produced financial models to calculate implied target prices (DCF and Multiples Valuation), leading to more informed and value-accretive investments. · Investigated relevant industry trends and performance by expert calls, policies, and conference calls of comparable listed companies, improving the screening process efficiency by around 30%.· Built, maintained, and promoted strong relationships with financial investors and strategic investors (both USD and RMB funds), establishing a solid network of key stakeholders within the industry.

Shanghai City, China

· Leveraged specialized knowledge in Fintech, Digital Banking, and E-commerce to conduct detailed research and analysis on China and Southeast Asia markets, enabling data-driven investment decisions.· Spearheaded deal origination in China and SEA, successfully securing high-potential investment deals up to $20 million and fostered robust relationships with Accelerators and M&A boutiques to boost deal sourcing capabilities.· Systematically reviewed and investigated unusual activities like large losses using Excel pivot tables and formulas like VLOOKUP, assessed effectiveness of the control environment, and provided improving solutions.

Paris Area, France

· Published monthly product factsheet reports for both institutional and retail investors with performance attribution and risk analysis (e.g., risk, yield, information ratio, etc.).• Systematically reviewed and investigate portfolio performance and risks using Excel pivot tables and formulas like VLOOKUP, INDEX, MATCH, assessed effectiveness of the control environment, and provided improving solutions.

Paris Area, France

· Maintained portfolio company financial models using Bloomberg codes and constructed bespoke models tailored to specific investment needs.· Reviewed and updated investment memos on small and mid-cap companies listed on UK and European stock markets, focusing on SEC filings, key corporate events, and earnings call reports.· Participated in conference calls and Q&A sessions with management and Investor Relations teams from portfolio companies, facilitating comparisons of internal insights against sell side consensus.

Grande Ecole, Banking, Corporate Finance, Financial Matket, Strategy, Portfolio Management,And Securities Law

Information System And Information Management