Mandy Wang Email & Phone Number

Shanghai, China

Shanghai, China

Spearheaded the successful 2-day 2023 INV PE workshop, utilizing cutting-edge AI tools for poster design and drafting a highly acclaimed invitation email. Demonstrated exceptional organizational skills in coordinating multiple stakeholders and facilitating the whole event for nearly 100 attendees. Consistently engaged in various crucial responsibilities, including weekly sales data maintenance, the creation of compelling presentation decks, and the development of market insights and sales… Show more Spearheaded the successful 2-day 2023 INV PE workshop, utilizing cutting-edge AI tools for poster design and drafting a highly acclaimed invitation email. Demonstrated exceptional organizational skills in coordinating multiple stakeholders and facilitating the whole event for nearly 100 attendees. Consistently engaged in various crucial responsibilities, including weekly sales data maintenance, the creation of compelling presentation decks, and the development of market insights and sales communication strategies. As the owner of the best practice case sharing project, elevated the 70+ case content into a convenient sales guidance resource for all front-line colleagues. Show less

Shanghai, China

Demonstrated adaptability by effectively managing shifting priorities within the creative marketing team while collaborating with over 10 diverse teams to ensure seamless business operations. Organized and executed both offline and online market insight and well-being events, catering to hundreds of clients and staff, enhancing customer loyalty, and boosting staff morale through increased recognition and registration rate. Leveraged creativity to craft over 40 highly acclaimed… Show more Demonstrated adaptability by effectively managing shifting priorities within the creative marketing team while collaborating with over 10 diverse teams to ensure seamless business operations. Organized and executed both offline and online market insight and well-being events, catering to hundreds of clients and staff, enhancing customer loyalty, and boosting staff morale through increased recognition and registration rate. Leveraged creativity to craft over 40 highly acclaimed promotional content, encompassing visuals and written materials, distributed through email, WeChat and various channels. This content facilitated stronger connections between front-line colleagues and clients. The experience also reflects a proactive approach to exploring new avenues for career growth. Show less

Beijing, China

Crafted impactful branch-level appreciation letters, earning recognition by the CE team for HBCN-level email publication. Worked closely with the SBM to design and implement a highly successful sales-driving campaign, including the creation of over 50 highly praised promotional messages to inspire colleagues. Orchestrated a large-scale team-building event for over 50 participants to foster stronger colleague connections. Proactively addressed creative challenges including souvenir… Show more Crafted impactful branch-level appreciation letters, earning recognition by the CE team for HBCN-level email publication. Worked closely with the SBM to design and implement a highly successful sales-driving campaign, including the creation of over 50 highly praised promotional messages to inspire colleagues. Orchestrated a large-scale team-building event for over 50 participants to foster stronger colleague connections. Proactively addressed creative challenges including souvenir, certificate, and slogan design, and received strong positive feedback. Excelled in daily data collection, maintenance, and document organization tasks, harnessing advanced digital tools like VBA for a 10x increase in data analysis efficiency. Demonstrated acute attention to detail and innovation in process improvement. Show less

Beijing, China

Performed comprehensive due diligence on global PE funds, assessing their potential fit within the company's portfolio. Produced detailed due diligence reports encompassing investment strategy, portfolio performance, and manager interviews. Utilized Python and Excel to conduct quantitative analyses on portfolio performance, skillfully attributing performance to style factors and conducting research on factor modeling. Compiled insightful portfolio performance and factor analysis reports… Show more Performed comprehensive due diligence on global PE funds, assessing their potential fit within the company's portfolio. Produced detailed due diligence reports encompassing investment strategy, portfolio performance, and manager interviews. Utilized Python and Excel to conduct quantitative analyses on portfolio performance, skillfully attributing performance to style factors and conducting research on factor modeling. Compiled insightful portfolio performance and factor analysis reports. Demonstrated expertise in summarizing asset performance and macroeconomic trends across asset classes, including bonds and commodities. Proficiently made future forecasts, contributing valuable insights to research reports. Show less

Shanghai, China

Utilized Bloomberg and Wind to collect data on the financial conditions, financing structure and merger and acquisition information on public companies. Performed analysis on industry movements and economic forecasts, and visualized the results with Excel. Provided key information to analysts for in-depth research analysis and helped finish research reports.

Beijing, China

Managed foreign exchange accounts for clients, trading to generate a positive return on their investment.

Master'S Degree, Financial Risk Management

Bachelor'S Degree, Finance And Economics

Activities and Societies: Co-captain of House Madison