Xinran Wang

Experience

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  KPMG

  Oct 2011 - Mar 2014

  Auditor

  ⚫ Key clients: Bank of Montreal (BMO); BMO Nesbitt Burns INC. Beijing Representative Office; GfK; ICBC; China CITIC Bank; China Minsheng Bank (CMBC); China Everbright Bank (CEB); Bank of Zhengzhou; Securities Association of Beijing⚫ Main responsibilities:➢ Workunderpressureandachievethegoal:✓ Quickly adapt to the professional work environment and complete at least five credit reviewreports on a banking sector audit engagement each day;✓ Conduct credit reviews for borrowers in several different industries and meet the audit reportdeadline;✓ Participated in a large-scale bidding project and won the bid after more than one month of hardwork under extremely high pressure.➢ Self-motivatedandgrewtobecomeanon-sitein-charge:✓ Acted as the in-charge of the BMO NB Rep. Office audit project, assigned audit works to appropriate team members, took the responsibility of on-site communications with the client and closely monitored the project progress;✓Led the team in composing the Performance Analysis Report of China’s Listed Banks.➢ Complete emergency tasks independently:✓ Traveled to a remote factory and completed a large-scale stock-take within a very limited time schedule. Show less

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  MUFG

  Mar 2014 - Jun 2016

  Client Relationship Manager

  ⚫ Target Clients: State-owned Enterprises⚫ Credit Line: Around RMB200MM for any domestic lending and USD1bn equivalent for overseas lending⚫ Main responsibilities:➢ CreditAnalysis:✓Improvethemethodologyandqualityoffinancialanalysisoftheteam;✓ Make integrated ratings for clients, taking into considerations the market condition, industrystatus, extraordinary events and other relevant risk indicators.➢ Credit Application:✓Examineanyethicalandcomplianceissuesrelatedtoatransaction;✓Overcomeobstaclesduringthecreditapplicationandgetthedealdone.➢Cooperatingwithlocalandoverseasbranchesinbusinessacquisitionandtransactionimplementation:✓ Effective and efficient communications with internal departments and the client’s domestic head quarter;✓Pushthetransactionprocessforwardtogetherwithseveraloverseasbranches;✓ Resolvedisputesandmeetthedeadline. Show less

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  Home Credit China

  Jul 2016 - Oct 2017

  Funding Manager

  ⚫ Main Funding Partners: Trust companies, commercial banks and other financial institutions.⚫ Size of Financing: the largest two funding partners offered an unlimited credit allowance and a RMB10bn credit allowance, respectively.⚫ Loan Management Scale: the outstanding loan balance from the largest funding partner amounted to around RMB20bn.⚫ Main Responsibilities:➢ FundingChannelDevelopment:✓ Integrate internal and external resources to develop diversified funding channels to fulfill the company’s short-term and long-term funding needs. Establish connections with various funding channels, present company’s business to target partners and break the ice.➢ FundingStructureDesignandNegotiation:✓Proposefundingstructuresbasedonthecompany’sbusinessneeds;✓Leadnegotiationswithfundingpartnersanddecidethefinalfundingstructure.➢ FundingContractsNegotiation:✓ Negotiate about the business terms and conditions within funding related contracts, and make sure these terms are feasible and reasonable;✓ Communicate efficiently with internal and external parties to ensure the project progress is onschedule.➢ FundingStructureandConditionsImprovement:✓ Make timely modifications and improvements of current funding structures and conditions, according to changes in the company strategy, market condition and regulation environment.➢ RelationshipandprojectManagement:✓ Maintaingoodrelationshipwithfundingpartners;✓ Responsible for all after lending management tasks, including on-site inspection arrangement,material provision, contract covenants supervision and implementation, loan drawdown, loan repayments, bank account management, etc. Show less

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  Tunghsu Capital Holdings Group Co. Ltd.

  Nov 2017 - Sept 2018

  Senior Investment Manager

  ⚫ Investment Orientation: Overseas/Domestic financial institutions, real estate projects, educational institutions,medical institutions, pension sector and theatre chains.⚫ Main responsibilities:➢ Project Acquisition:✓ Discover and bring in new investment opportunities, according to the group’s investment anddevelopment strategy.➢ DueDiligenceApplication:✓ Apply both qualitative and quantitative analysis to potential target projects. Coordinate with internal and external professionals in due diligence processes.➢ ProjectFunding:✓Connectwithfinancialinstitutions,negotiateaboutandproperlyimplementthefundingstructureof the investment project.➢ Project Implementation:✓Efficientlycommunicateandcooperatewiththetargetcompany,membercompaniesofthegroup, relevant external parties and agency firms, in order to implement and complete the selected investment project on time.➢ ProjectManagement:✓ Supervise and manage the acquired overseas/domestic assets of multiple categories and makesure that their operating situation and business development fulfills the need of the group. Show less

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  Tahoe Investment Group

  Oct 2018 - now

  Senior investment manager

  ⚫ Investment Orientation: Overseas/Domestic financial institutions, real estate projects, educational institutions,medical institutions, pension sector and theatre chains.⚫ Main responsibilities:➢ Project Acquisition:✓ Discover and bring in new investment opportunities, according to the group’s investment and development strategy.➢ DueDiligenceApplication:✓ Apply both qualitative and quantitative analysis to potential target projects. Coordinate with internal and external professionals in due diligence processes.➢ ProjectFunding:✓Connectwithfinancialinstitutions,negotiateaboutandproperlyimplementthefundingstructureof the investment project.➢ Project Implementation:✓Efficientlycommunicateandcooperatewiththetargetcompany,membercompaniesofthegroup, relevant external parties and agency firms, in order to implement and complete the selected investment project on time.➢ ProjectManagement:✓ Supervise and manage the acquired overseas/domestic assets of multiple categories and makesure that their operating situation and business development fulfills the need of the group. Show less