Xuan Wu Email & Phone Number

Shenzhen, Guangdong, China

• Participated in a due diligence session on an insurance-focused fund using a three-step analysis framework; drafted a memo with a $30 million investment proposal, which was presented to the portfolio management team.• Identified competitive advantages and valuation challenges using financial modeling and Excel for data analysis; prepared and presented investment recommendations to the global team.• Conducted due diligence on 100+ potential private equity funds using industry-specific metrics and Excel to evaluate strategic investment opportunities.• Monitored the performance of existing portfolio; created quarterly and annual reports on the updates of underlying holdings

Xi'An, Shaanxi, China

• Optimized team efficiency by extracting and restructuring customer data from MySQL, enhancing data accessibility.• Employed Python to identify potential clients based on age and deposit records, recommending high-yield products to enhance bank retention rates. This strategy aimed at boosting long-term customer engagement and satisfaction.• Reviewed and suggested diverse wealth-management solutions, encompassing products like equities, loans, and mutual funds, providing comprehensive financial options tailored to client needs.• Ensured compliance and operational system controls in accordance with the bank’s/government’s regulations Assembled daily workflow information, and helped company to build agile management system.

Guangzhou, Guangdong, China

• Streamlined daily workflow processes, contributing to the development of the company’s agile management system.• Developed in-depth analytical reports contains multi-dimensional analysis of the comparisons on brand value, market shares, consumer recognition and pricing models for top electronic products.• Analyzed the customers’ demographics like region, age, and gender distribution of mobile phone customers and applied Python to examine the evolving trend of annual sales and created various charts to visualize the trend.

Master'S Degree, Financial Engineering, 3.76

Bachelor, Actuarial Science, 3.91