Shiyan (Yana) Wang
Sydney,Australia
Summary
Dynamic finance professional with experience at TrustCapital and a strong foundation in data analysis and financial modeling. Proven track record in investment research and economic forecasting, delivering comprehensive valuation reports and optimizing portfolio strategies. Adept at client communication and providing tailored financial solutions, ensuring robust investment outcomes.
Overview
1
1
year of professional experience
Work History
Summer Intern
JINGZHUAN DUOYING Investment Consulting Co., Ltd.
, China
07.2023 - 08.2023
- Conducted macroeconomic and fundamental analysis on Nike, evaluating exchange rate impacts and market trends to provide actionable investment insights
- Prepared research report on 'How to Build a Statistical Arbitrage Model,' cleaned historical market data, and established spread arbitrage model using statistical analysis results to inform trading strategies
- Conducted real-time back-testing of the model, identified strengths and weaknesses, and implemented targeted optimizations to improve arbitrage effectiveness
Equity Structure/Investment Banking Valuation Analyst Intern
TrustCapital
, China
04.2023 - 05.2023
- Conducted comparative and DCF analysis for Kohler Corporation, selecting 10 industry peers to validate valuation accuracy and provide informed insights
- Forecasted revenue, profit, and cash flow for Kohler Corporation over five years in DCF valuation, incorporating potential risk factors to refine projections
- Delivered comprehensive valuation reports to support investment decision-making
- Completed equity structure analysis report for virtual case company, constructing rational equity structure to enhance corporate governance framework
Investment Analysis and Strategy Research Intern
Orient Securities
, China
02.2023 - 03.2023
- Conducted portfolio analysis for four high-net-worth clients, identifying risk points and optimization opportunities; recommended adjustments to enhance portfolio performance.
- Analyzed Zhonggeng Value Pioneer (012930) fund project regarding fund managers, historical performance, and portfolio composition; delivered key insights during group presentation
- Gathered client information, investment preferences, asset structures, and risk tolerance for over 60 clients; created detailed customer profiles to support tailored investment strategies
Branch Manager Assistant
Agricultural Bank of China
, China
07.2022 - 08.2022
- Engaged with clients to develop tailored financial plans based on asset status, recommended bank wealth management products, and highlighted product advantages and features
- Maintained order in the branch lobby, answered customer inquiries, guided customer traffic to accurate locations, explained the use of self-service banking equipment, and assisted in opening accounts for more than 30 clients
- Handled customer complaints, promptly received customer feedback and opinions, and efficiently resolved customer issues
- Attended five bank business training sessions, recorded detailed notes exceeding 1000 words, and assisted over 100 clients daily with inquiries and account needs
Education
Master of Commerce (Extension) - Data Analytics & Finance
UNIVERSITY OF SYDNEY
Sydney, Australia11-2027
B.S. - Finance(International Finance), Economics
WENZHOU-KEAN UNIVERSITY
Wenzhou, China06-2024
Skills
- Financial modeling and analysis
- Data analysis
- Portfolio management
- Interpersonal skills
- Stakeholder communication
- Event planning
- Computer proficiency
- Team collaboration
- Administrative support
- Social media management
- Risk assessment
Other Information
- Data Analysis: SQL, R (data cleaning, regression analysis) & Financial Analysis
- Tools: Microsoft Excel, PowerPoint
- Languages: English (Fluent), Mandarin (Native)
- Interests: Fitness, Golf, Photography
Timeline
Summer Intern
JINGZHUAN DUOYING Investment Consulting Co., Ltd.
07.2023 - 08.2023
Equity Structure/Investment Banking Valuation Analyst Intern
TrustCapital
04.2023 - 05.2023
Investment Analysis and Strategy Research Intern
Orient Securities
02.2023 - 03.2023
Branch Manager Assistant
Agricultural Bank of China
07.2022 - 08.2022
Master of Commerce (Extension) - Data Analytics & Finance
UNIVERSITY OF SYDNEY
B.S. - Finance(International Finance), Economics
WENZHOU-KEAN UNIVERSITY