Xinwei Wang Email & Phone Number

South Jordan, Utah, United States

Baltimore, Maryland, United States

• Student Managed Investment Fund ($1 million Index Fund Tracking VTI)• Participated in fund structure design with professor and independently designed a fund risk assessment system using Excel (Tracking Error, Active & Residual Return, Sharpe, Max Drawdown, individual stock marginal risk contributions, etc.).• Independently designed course materials and conducted knowledge-sharing sessions for MBA students. Delved into various macroeconomic indicators and their expected impact on the market, as well as viable trading strategies in different economic cycles.• Independently utilized Python to construct a Sector Rotation model, primarily based on Momentum as a key indicator. This model generated position management signals for 12 sub-sector ETFs under the VTI index.

Shenzhen, Guangdong, China

• Applied methods such as Analysis of Variance, Walk Forward Analysis, and Regression Analysis etc. in collaboration with fund managers to develop convertible bond trading strategies. • Independently developed multiple quantitative back testing and forward testing models for convertible bonds in Python and SQL, and automatically provided daily trading instructions to the trading desk.• Developed a model in Python with team for predicting the opening price drop of new stocks, using an SVM model. This model incorporated factors from several financial research papers and was further improved, achieving an accuracy rate of 83% on the model's testing dataset. It has been adopted by the company's equity team.• Developed a model in Python with team for predicting the subscription price of new stocks at their initial public offering. This was accomplished by analyzing the historical subscription records of all investors in the market, identifying multiple groups of investors subscribing at similar prices, and assessing their subscription price accuracy to determine inclusion in the respective subscription groups.

Chicago, Illinois, United States

• Conducted in-depth research in the lithium mining and new energy automobile industries.• Analyzed market trends and company profiles, producing due diligence reports and financial reports.• Performed Discounted Cash Flow (DCF) Pro Forma valuations for multiple companies within the sectors.• Simulated the addition of selected stocks to existing portfolios to assess their marginal risk contributions.• Biannually selected and prepared detailed investment analysis reports for a chosen stock, including stock pitches.

Shenzhen, Guangdong, China

• Conducted a comprehensive analysis of the supply chains for 6 prominent global smartphone manufactures (Apple, Samsung, Huawei, Xiaomi, Oppo, Vivo), and evaluated components such as camera modules, chip stacking configurations, batteries, display materials etc.• Performed market research, encompassing market size and product demand analysis. Identified high-quality investment targets based on company technology and patent portfolios.

Haikou, Hainan, China

- Participated in the design and revision of the rent control plan for the "Global Trade Window" project- Assisted Macquarie Bank to settle in Hainan and processed related documents

Master'S Degree, Financial Econometrics

Activities and Societies: 1. 4th ranked in World Quant Global Alphathon competition 2. Independently build crawlers and data analysis.

Bachelor Of Applied Science - Basc, Information Systems, Finance

Activities and Societies: Analyst of Rambler Investment Fund