Yiwei Duan, Cfa Email & Phone Number

Shanghai, China

Responsible for the macro and interest rate research work daily. The contents mainly include: 1) daily tracking the changes of macro high frequency and monthly data, including industrial output, industrial operating rate, real estate sales, land turnover, consumer retail, import and export, and various commodity prices; 2) continuously tracking the.

Hong Kong

Guangzhou, Guangdong, China

• Conducted due diligence and wrote credit rating reports for corporate bond issuers in health care industry.
• Used econometric methods to build credit scoring& rating model for companies in financial industry. The model is derived from selecting fundamental and financial indicators, building regression models for target.

Guangzhou, China

• Led the team in executing due diligence on venture capital firm with asset under management over 200 million RMB, actively participated into the negotiation processes.
• Assessed China’s venture capital market’s competitive environment, drafted investment research report on industry landscape.
• Pitched to investment committee on potential JV ideas with venture capital firms, reported industry monthly updates to the committee.
• Constructed 13 companies’ valuation model based on… Show more
• Constructed 13 companies’ valuation model based on market multiples.
• Interacted with sell side analysts and sales forces, reviewed sell side reports and financial models. Show less

Guangzhou, Guangdong, China

• Conducted bond investment due diligence over 21 firms in Metal, Electric Power and TMT industry through fundamental analysis and interviewing investor relations representatives.
• Administered financial assets worth 13 billion RMB, performed daily function such as portfolio management and liquidity management; executed fixed income trading decisions.
• Led a team of 5 in designing and launching 400 wealth management products with 13 billion yuan net worth, 600 million yuan daily… Show more
• Led a team of 5 in designing and launching 400 wealth management products with 13 billion yuan net worth, 600 million yuan daily transactions volume.
• Established formal strategic relationships with more than 20 large financial institutions.
• Constructed financial models in identifying main problem existed in product sales and successfully lowered funding cost by 30 basis points.

Guangzhou, Guangdong, China

• Implemented preliminary screening for a series of loan projects.
• Investigated, analyzed, and managed multiple large-scale companies’ credit assessments independently.
• Received positive evaluations and feedbacks from department colleagues and multiple clients.
• Designed and managed a credit and operating matric database of 1,300 companies using Matlab.

Master Of Business Administration - Mba, Finance And Financial Management Services, A

• GPA: 3.80 GMAT: 740(Math: 99pct), Scholarship • Majors include Hedge Fund Portfolio Management, Financial Modeling,Principles of.

Bachelor'S Degree, Business Administration And Management, General, A