Hello, World! I have ten plus years of experience in Socially Responsible Investing as a general equity analyst across all sectors and various countries, with deep knowledge of industries and business models.My greatest passion in investment has always been the fundamental business. Trained in economics and finance, I’m passionate about research, analysis, and modeling. I have a strong track record of data insights against an inclusive macro to add value to the decision-makers, resulting in millions of gains in tactical investment decisions.As a philosophical and big picture thinker, I have a strong belief that a tailored ESG/Circular Economy model is a sustainability enabler and the future for all organizations and enterprises. I’m also fascinated by novel technologies and innovations and constantly reimagine their potentials to reshape the world. My vision is to integrate data insight, business models, and technology innovations into sustainable business processes and decisions.Fluent in English and Mandarin Chinese, I have leveraged insights about both Asian and Western cultures to build bridges, and I'm effective in cross-cultural, cross-functional communications.As a lifetime learner, I’m motivated to personal growth and self-leadership. I find helping others grow fulfilling.Interests: Reading, Entrepreneurship, Wellness, and Arts.
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Lead Esg BaMfs Investment ManagementBoston, Ma, Us -
Stewardship Sr. AssociatesMfs Investment Management Feb 2024 - PresentBoston, Massachusetts, Us -
Lead Esg BaMfs Investment Management Feb 2023 - Feb 2024Boston, Massachusetts, Us• Ensured deliveries of complex ESG projects with high-quality and efficiency. • Leveraged strong user and/or problem insights and data analytics initiatives to enhance stakeholder communications and confidence in decision-making.• Consistently integrated optimization and strategic thinking into Agile process that leads to effective solutions and significantly shortens SDLC cycle time.• Innovated a knowledge management and sharing system, recognized at the Innovation Affair, and inspired other communities of practice with CTO's endorsement. • Rapidly applied Tableau T-Shape learning to lead a dashboard design and development. -
Business System AnalystMfs Investment Management Jun 2022 - Feb 2023Boston, Massachusetts, Us -
ConsultantCura Diagnostics Inc. Mar 2022 - Present• Support capital raising by designing and building a Pro Forma consulting model for the forecast• Contribute to the business model design and strategic decisions with data insights -
Portfolio Manager AssistantRobert Zevin Nov 2021 - Apr 2022• Created the portfolio management system • Due diligence research on designated industries and companies
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Senior Financial Metrics Research AnalystNorthstar Asset Management, Inc. Jul 2017 - Nov 2021Boston, Ma, Us• Covered in-depth fundamental equity research and industry research in FinTech, Cybersecurity, Renewable Energy, Healthcare/Biotech, Communication Services, and REITs• Actively tracked earnings from the portfolio, authored memos, and updated the models • Improved the modeling update process by codifying and maintaining the proprietary models that accommodate three organic, parallel valuation methods• Contributed to the investment decisions, portfolio construction, and allocation strategy as a member of the Investment Committee• Led the portfolio performance analysis • Conducted ad-hoc research projects on investments, economics, ESG, and shareholder activism• Trained new analysts -
Research AnalystNorthstar Asset Management, Inc. Feb 2011 - Jun 2017Boston, Ma, Us• Developed the in-depth fundamental research and modeling system from scratch for the existing and new holdings in nine industry sectors• Curated daily news and tracked market trends and dynamics, and changes in the investment thesis• Initiated and co-created an Access news database• Provided ESG research for the Company’s proxy voting proposals• Supported data and analysis on various portfolio management and social projects -
Consulting Business AnalystA Startup Company In Nyc Oct 2010 - Dec 2010• Delivered a satisfying business plan as a team member• Redesigned the financial model resulting in at least $200k saving for the start-up budget• Demonstrated as a fast self-starter, performed detailed fact-check research for each input by self-training with associated background knowledge or by interviewing with potential business partners
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Graduate AssistantClark University Sep 2009 - Dec 2010
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Retail Partner SalesChengdu Xinya Telecommunication And Technology Co., Ltd (Apple Retail Partner In Southwestern China) Feb 2009 - Jul 2009• Sold Apple products and relevant accessories, installed operating systems and other applications on Apple products as needed• Delivered customer satisfaction by building a reliable network and identifying customer needs• Achieved the special designation of Apple Sales Professional (ASP) and best salesperson• Scripted and produced a mini film that won “‘iLife 09’ Application Contest” and is utilized by Apple(China) as training demo
Xinyi Wan, Cfa Education Details
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University Of CambridgeCircular Economy And Sustainability Strategies -
Massachusetts Institute Of TechnologyMit Enterprise Forum Start Smart Program -
Harvard Extension SchoolGeneral -
Clark UniversityFinance -
Southwestern University Of Finance And EconomicsFinancial Engineering
Frequently Asked Questions about Xinyi Wan, Cfa
What company does Xinyi Wan, Cfa work for?
Xinyi Wan, Cfa works for Mfs Investment Management
What is Xinyi Wan, Cfa's role at the current company?
Xinyi Wan, Cfa's current role is Lead ESG BA.
What schools did Xinyi Wan, Cfa attend?
Xinyi Wan, Cfa attended University Of Cambridge, Massachusetts Institute Of Technology, Harvard Extension School, Clark University, Southwestern University Of Finance And Economics.
Who are Xinyi Wan, Cfa's colleagues?
Xinyi Wan, Cfa's colleagues are Jianhui Huang, Lakshman Y, Amanda (Reczek) Cleary, Allan Adraneda, Robert Forrester, Ariannah Gervais, Victor Rohe.
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