Yiwen Wang Email & Phone Number

Shanghai, China

• Conducted due diligence and in-depth analysis report on potential investment opportunities in the renewable energy and transportation sectors to support investment decision-making, including a photovoltaic inverter manufacturer (pre-acquisition) and China's leading maritime transport company (private placement).• Executed quantitative analysis on 15+ companies across industries such as smart mining, solar power generation, biodegradable materials, and AIDC terminals. Prepared detailed investment memoranda for senior investment managers, highlighting market dynamics, growth potential, and risk factors to inform primary investment strategies.• Developed market intelligence by authoring a comprehensive research report on the carbon trading market. Conducted comparative analysis of global carbon markets, evaluating trading mechanisms, and carbon credit offset systems.

Syracuse, New York, United States

• Conducted comprehensive quantitative analysis to construct and optimize a $1 million multi-asset portfolio, utilizing modeling techniques to assess and adjust asset allocations. Performed ongoing performance attribution analysis and portfolio valuation, demonstrating proficiency in translating financial data into actionable investment strategies.• Developed detailed 10-page IPS for high-net-worth clients, analyzing long-term goals, risk tolerance, and return objectives to create tailored investment plans. Gained exposure to diverse asset classes, including alternative investment.• Coordinated and executed nearly 200 client meetings with a 22% success rate, addressing client concerns and facilitating follow-up actions to improve client satisfaction and retention.

Shanghai, China

• Consulted Corning Glass’s need to enter the anti-glare glass market in China, analyzed past 20 years' market data for anti-glare glass and forecasted future market performance. • Participated in in-depth analysis of market trends, formulated strategies for Corning to enter the Chinese market and future development plans, and was responsible for drafting the market research report and participating in the writing of the company's market entry plan.• Led and completed research interviews with more than 20 small and medium-sized anti-glare glass manufacturers in China, interviewing over 30 executives to gain an in-depth understanding of each company's production and operations, as well as the technological bottlenecks they faced. • Summarized the industry status and market demand in a targeted manner, providing Corning with comprehensive market analysis to better manage investment risks and address market challenges.

Wuhan, Hubei, China

· Formulated 6-month financial forecast report for import-export division of Dongfeng Auto passenger car company, conducted in-depth research on operations and market trends to provide strategic support for project implementation.· Modeled business processes using UML, clarified process relationships, laying foundation for system design/development and improving client's task data analysis efficiency.

Hong Kong Sar

· Assisted financial advisor manager in optimizing a $1 million asset portfolio within two weeks, formulated a comprehensive 5-year wealth planning blueprint covering real estate, stocks, bonds, insurance and other areas, specifically addressing client's financial goals and needs.· Explained financial analysis results and key investment strategies to clients in a professional yet easy-to-understand manner, ensuring their thorough understanding and full trust in our recommendations, laying a solid foundation for successful execution of the investment plan.

Master Of Science - Ms, Finance

Bachelor Of Science - Bs, Finance, General, 3.78/4.00