Yiqin Wang
Investment Analyst
Hong Kong
Summary
Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Passed all three levels of CFA exams in one year on my first try, and will be eligible for applying CFA Charter in August 2023.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Investment Analyst
Haitong International Asset Management Limited
Hong Kong
09.2021 - 09.2022
- Conducted detailed investment analysis, calculations and reports.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
Management Trainee
Haitong International Securities Group Limited
Hong Kong
08.2020 - 08.2021
Rotated in Chief Economist Office, Equity Research, and Structured products and Solutions Trading department.
• Chief Economist Office: Conducted deep research Futu securities and SPAC. Participated in artificial intelligence report.
• Equity research: assisted research in Consumer Discretionary sector.
• Structured products and solutions trading: assisted bond-linked-notes trading, total-return-swap hedging calculations and bond issuers’ credit analysis.
Education
Master - Mathematics
University of Oxford
United Kingdom, Oxford 09.2019 - 07.2020
Bachelor - Mathematics
University of Oxford
United Kingdom, Oxford 09.2014 - 07.2020
Skills
Analyze the investment value of the target company and help to make investment decisions
undefinedTimeline
Investment Analyst
Haitong International Asset Management Limited
09.2021 - 09.2022
Management Trainee
Haitong International Securities Group Limited
08.2020 - 08.2021
Master - Mathematics
University of Oxford
09.2019 - 07.2020
Bachelor - Mathematics
University of Oxford
09.2014 - 07.2020
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