Siqi Wang Email & Phone Number

Boston, Ma, Us

Boston, Ma

Boston

- Wrote two 40-page initial coverage equity research reports on HKEX listed companies from TMT sector, after collecting data and information from various source (Bloomberg, Wind, IDC), and use Excel to construct solid financial evaluation models with scenario analysis.- Participated in 23 conference calls with investors and reverse roadshows of more than nine companies listed on HKEX, reorganized the contents in a logical manner, and delivered the summary reports to clients. - Wrote follow-up reports after covered companies released periodic financial statements, updated TMT database, and prepared slides for roadshows.

- Analyzed employee insurance data of five companies with 500 to 1,000 employees each and processed raw data into insurance claim reports to present analyzed results for these clients accordingly.-Compared the insurance package pricing models of more than 20 different plans provided by insurance companies for three clients, in order to help them make the best insurance decisions for employees.- Designed fliers and related questionnaires to help employees better understand the insurance policies.

- Performed due diligence on an automobile navigation company, vouched its financial documents, investigated 10 of its suppliers and distributors on field, and verified the details of more than 50 of its contracts.- Supported the IPO process of a client by collecting and organizing the required materials, sending inquiry letters, writing and revising the prospectus, and testing its financial auditing report.- Filtered companies listed on National Equities Exchange and Quotations (NEEQ), researched and organized profiles of more than 100 companies, ranging from clean energy to water-treatment industry.

- Analyzed company registration data daily and sent the list of potential clients to sub-branches based on the size and location of these companies, to help staff from sub-branches effectively develop their clients.- Prepared PowerPoint decks about several new financial products and systems to be used for internal training.

Master Of Science - Ms, Finance

Coursework: Merger and Acquisition; Corporate Financial Modeling; Private Equity; Credit Risk Analysis; Financial Accounting, (GPA: 3.53).

Bachelor Of Economics, Economics

Coursework: Corporate Finance, Time Series Analysis, Financial Economics, Mathematical Statistics, Econometrics

Exchange Student, Economics And Business Administration