Xinyi Wan, Cfa
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Xinyi Wan, Cfa Email & Phone Number

Lead ESG BA at MFS Investment Management
Location: Boston, Massachusetts, United States 11 work roles 5 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
MFS Investment Management
Role
Lead ESG BA
Location
Boston, Massachusetts, United States
Company size
2927 employees

Who is Xinyi Wan, Cfa? Overview

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Quick answer

Xinyi Wan, Cfa is listed as Lead ESG BA at MFS Investment Management, a company with 2927 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Xinyi Wan, Cfa.

Xinyi Wan, Cfa previously worked as Stewardship Sr. Associates at Mfs Investment Management and Business System Analyst at Mfs Investment Management. Xinyi Wan, Cfa holds Certificate, Circular Economy And Sustainability Strategies from University Of Cambridge.

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Email format at MFS Investment Management

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MFS Investment Management

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Profile bio

About Xinyi Wan, Cfa

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.

Current workplace

Xinyi Wan, Cfa's current company

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MFS Investment Management
Mfs Investment Management
Lead ESG BA
Boston, MA, US
Website
mfs.com
Employees
2927
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Company profile
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11 roles

Xinyi Wan, Cfa work experience

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

Lead Esg Ba

Mfs Investment Management

Boston, 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.
Feb 2023 - Feb 2024

Consultant

Current
Cura Diagnostics Inc.
  • 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
Mar 2022 - Present

Portfolio Manager Assistant

Robert Zevin
  • Created the portfolio management system
  • Due diligence research on designated industries and companies
Nov 2021 - Apr 2022

Senior Financial Metrics Research Analyst

Northstar Asset Management, Inc.

Boston, 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
Jul 2017 - Nov 2021

Research Analyst

Northstar Asset Management, Inc.

Boston, 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
Feb 2011 - Jun 2017

Consulting Business Analyst

A Startup Company In Nyc
  • 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
Oct 2010 - Dec 2010

Graduate Assistant

Clark University
Sep 2009 - Dec 2010

Retail Partner Sales

Chengdu Xinya Telecommunication And Technology Co., Ltd (Apple Retail Partner In Southwestern China)
  • 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
Feb 2009 - Jul 2009
Team & coworkers

Colleagues at MFS Investment Management

Other employees you can reach at mfs.com. View company contacts for 2927 employees →

AS Amaris Sok Amaris Sok Colleague at Mfs Investment ManagementGreater Boston, United States View → ES Emaa Sabr Emaa Sabr Colleague at Mfs Investment ManagementSydney, New South Wales, Australia, Australia View → SF Stephen Fucile Stephen Fucile Colleague at Mfs Investment ManagementSouth Weymouth, Massachusetts, United States, United States View → DD David Dalrymple David Dalrymple Colleague at Mfs Investment ManagementKingston, Massachusetts, United States, United States View → MF Maureen Ford Goldfarb Maureen Ford Goldfarb Colleague at Mfs Investment ManagementPalm Beach Gardens, Florida, United States, United States View → JP John Palladino John Palladino Colleague at Mfs Investment ManagementProvidence County, Rhode Island, United States, United States View → JT Jennifer Tobasky Jennifer Tobasky Colleague at Mfs Investment ManagementGreater Boston, United States View → JE Jennifer Endean Jennifer Endean Colleague at Mfs Investment ManagementGreater London, England, United Kingdom, United Kingdom View → RA Rachel Anderson Rachel Anderson Colleague at Mfs Investment ManagementGreater Boston, United States View → HC Heather Calderwood Heather Calderwood Colleague at Mfs Investment ManagementGreater Boston, United States View →
5 education records

Xinyi Wan, Cfa education

Certificate, Circular Economy And Sustainability Strategies

University Of Cambridge

Entrepreneurship, Mit Enterprise Forum Start Smart Program

Massachusetts Institute Of Technology

Non-Degree, Writing, General

Harvard Extension School

Master Of Science, Finance

Clark University

Bachelor Of Economics, Financial Engineering

Southwestern University Of Finance And Economics
FAQ

Frequently asked questions about Xinyi Wan, Cfa

Quick answers generated from the profile data available on this page.

What company does Xinyi Wan, Cfa work for?

Xinyi Wan, Cfa works for MFS Investment Management.

What is Xinyi Wan, Cfa's role at MFS Investment Management?

Xinyi Wan, Cfa is listed as Lead ESG BA at MFS Investment Management.

Where is Xinyi Wan, Cfa based?

Xinyi Wan, Cfa is based in Boston, Massachusetts, United States while working with MFS Investment Management.

What companies has Xinyi Wan, Cfa worked for?

Xinyi Wan, Cfa has worked for Mfs Investment Management, Cura Diagnostics Inc., Robert Zevin, Northstar Asset Management, Inc., and A Startup Company In Nyc.

Who are Xinyi Wan, Cfa's colleagues at MFS Investment Management?

Xinyi Wan, Cfa's colleagues at MFS Investment Management include Amaris Sok, Emaa Sabr, Stephen Fucile, David Dalrymple, and Maureen Ford Goldfarb.

How can I contact Xinyi Wan, Cfa?

You can use AeroLeads to view verified contact signals for Xinyi Wan, Cfa at MFS Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Xinyi Wan, Cfa attend?

Xinyi Wan, Cfa holds Certificate, Circular Economy And Sustainability Strategies from University Of Cambridge.

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