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Su Wang Email & Phone Number

Senior Analyst, Treasury Risk and Capital Oversight at EQ Bank | Equitable Bank
Location: Waterloo, Ontario, Canada 13 work roles 5 schools
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Role
Senior Analyst, Treasury Risk and Capital Oversight
Location
Waterloo, Ontario, Canada
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Su Wang is listed as Senior Analyst, Treasury Risk and Capital Oversight at EQ Bank | Equitable Bank, a company with 63 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Su Wang.

Su Wang previously worked as Intern, Treasury Model Validation at Eq Bank | Equitable Bank and Assistant Manager, Asset Management at Munich Re. Su Wang holds Master Of Quantitative Finance, Finance from University Of Waterloo.

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EQ Bank | Equitable Bank

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Profile bio

About Su Wang

Understanding the dynamics of the changing economy with five years of research experience in reputable universities and five+ years of working experience in both asset and liability arms of the worldโ€™s most reputable reinsurer and Chinaโ€™s largest insurance group. I was trained to be a financial modelling specialist, an asset portfolio manager, a data miner/client profiler, and a PE analyst with an A+ rating in every role. I joined the MQF program at the University of Waterloo in September 2023.- 5 years of academic research and 5+ years of working experience in the worldโ€™s leading (re)insurance companies.- Maintained consistent A+ performance rating in every role.- Experienced in insurance asset liability management (ALM), familiar with various Chinese regulations in investment and insurance asset management, with particular proficiency in foreign investor regulations.- Leading in-house PE analyst of elderly and healthcare projects with over CAD 1 billion combined exposure.- Coded IFRS9 impairment engine and evolved into production with a daily turnaround of over CAD 400 billion.

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EQ Bank | Equitable Bank
Eq Bank | Equitable Bank
Senior Analyst, Treasury Risk and Capital Oversight
Waterloo, ON, CA
Employees
63
AeroLeads page
13 roles

Su Wang work experience

A career timeline built from the work history available for this profile.

Intern, Treasury Model Validation

Toronto, Ontario, Canada

Co-op as part of the MQF.

May 2024 - Aug 2024

Assistant Manager, Asset Management

Chaoyang District, Beijing, China

-The sole asset manager of the MunichRE Greater China, reporting to the global investment management (GIM). - Certified trader of the China interbank market (CFETS).๐€๐ฌ๐ฌ๐ž๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ:-Forecasted and analyzed asset-liability and capital position per group TAA and local regulations and steered liquidity portfolios accordingly.๐ƒ๐š๐ญ๐š ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ:-Owned, maintained.

Jan 2023 - Aug 2023

Senior Supervisor, Pe Investment, Helthcare Investment Hq

China Life Insurance (Group) Company

Xicheng District, Beijing, China

-PE project analyst, health and elderly care investment researcher, and performance controller.๐๐ซ๐จ๐ฃ๐ž๐œ๐ญ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ:-Performed pre-money valuation, FDD, and CDD of PE projects, focusing on elderly and healthcare-related primary market equity (participated: 4 real estate; 2 hospital/clinic chain; 3 biotech; 2 HIS; 1 home nursing; 1 M&A fund).๐“๐ก๐ž๐ฆ๐š๐ญ๐ข๐œ.

Oct 2021 - Jan 2023

Senior Supervisor, Reinsurance, P&C Hq

China Life Insurance (Group) Company

Xicheng District, Beijing, China

๐‘๐ž๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐“๐ซ๐ž๐š๐ญ๐ฒ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ: (China Life P&C)-Tracked and projected international inwards and retrocession agreement performances.

Aug 2021 - Oct 2021

Assistant General Manager, P&C Shenzhen Futian Branch

China Life Insurance (Group) Company

Shenzhen, Guangdong, China

As an assistant general manager (China Life P&C Shenzhen Futian Branch), I chaired the innovation arm focusing on specialized markets, designed the client profiling (ML) model, introduced tech and clinic-trail policies, and led the PAYG product development project.

Aug 2020 - Aug 2021

Management Associate, Investment Center, Pension Hq

China Life Insurance (Group) Company

Xicheng District, Beijing, China

๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ: (China Life Pension Co.)-Administered 7 minor accounts; monitored and reviewed accountsโ€™ performance; performed roadshows to clients; and created the client journal of "China Life Pension - Strategy Research".

Mar 2020 - Aug 2020

Management Associate, Strategy, Life Hq (Nyse:Lfc)

China Life Insurance (Group) Company

Xicheng District, Beijing, China

๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ: (China Life Ltd. NYSE: LFC)-Conducted quant analyses of the macro and industrial policies, assisted strategic planning, and drafted technic-oriented speeches of Chief executives.

Oct 2019 - Mar 2020

Management Associate, Finance, Group Hq

China Life Insurance (Group) Company

Xicheng District, Beijing, China

*Selected as one of the first-ever ChinaLife Group Management Associate ("Project N Young Leader", 20 members in total) and started a one-year (extended due to COVID) group-wide headquarters rotation. Left Re dep. of P&C HQ.๐’๐ญ๐š๐ญ๐ข๐ฌ๐ญ๐ข๐œ๐ข๐š๐ง: (China Life Group Co.)-Prepared periodic quant reports of all sectors within the group for reporting or management.

May 2019 - Oct 2019

Analyst, Reinsurance, P&C Hq

China Life Insurance (Group) Company

Xicheng District, Beijing, China

๐‘๐ž๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐“๐ซ๐ž๐š๐ญ๐ฒ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ: (China Life P&C)-Tracked and projected international inwards and retrocession agreement performances, composed renewal pricing, and handled major claim cooperation.

Jul 2018 - May 2019

Intern, Commercial Banking

Zhengzhou, Henan, China

Jan 2010 - Feb 2010

Intern, Foreign Exchange & Derivative

Zhengzhou, Henan, China

Jul 2009 - Sep 2009
5 education records

Su Wang education

Doctor Of Philosophy - Phd, Accounting And Finance

Interested in alpha factors associated with hedge fund intervention in the US market. Particularly focused on correlations between SEC.

FAQ

Frequently asked questions about Su Wang

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What company does Su Wang work for?

Su Wang works for EQ Bank | Equitable Bank.

What is Su Wang's role at EQ Bank | Equitable Bank?

Su Wang is listed as Senior Analyst, Treasury Risk and Capital Oversight at EQ Bank | Equitable Bank.

Where is Su Wang based?

Su Wang is based in Waterloo, Ontario, Canada while working with EQ Bank | Equitable Bank.

What companies has Su Wang worked for?

Su Wang has worked for Eq Bank | Equitable Bank, Munich Re, China Life Insurance (Group) Company, Ernst & Young, and Hsbc.

How can I contact Su Wang?

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What schools did Su Wang attend?

Su Wang holds Master Of Quantitative Finance, Finance from University Of Waterloo.

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