Xinyan (Sophie) WANG, FRM

Experience

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  Zhongtai International Holdings

  Dec 2016 - Aug 2018

  Product Assistant

  • Supported seniors in managing a private fund with over USD300 mil assets under management.• Involved in the entire fund process: designed fund structures, reviewed legal documents, and organized roadshows.• Conducted post-investment monitoring, using DCF model to calculate the project values and monitor returns.

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  Tensant Securities Limited

  Sept 2018 - Aug 2019

  Senior Associate - DCM

  • Participated in the sales of over 15 DCM deals, developing strong networks with 70+ institutional clients across Mainland China, Hong Kong, and Europe, including diverse entities such as banks, funds, family offices, and corporates.• Arranged and hosted deal roadshows, managed the roadshow schedules, prepared roadshow materials and potential question lists, and collected feedbacks from investors. Organized over 100 investor meetings and roadshow luncheon presentations.

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  AMC Wanhai Securities Limited

  Aug 2019 - now

  Senior Vice President

  • Co-founded the Debt Capital Markets (DCM) department, specializing in multi-currency debt issuance deals for local government financial vehicles (LGFVs) and real estate companies. Oversaw the coverage and execution aspects of the department.• Identified and sourced potential debt issuance opportunities, developed optimal debt structures. Closed 3 special structured debt deals totaling around USD 1 billion.• Conducted meticulous market research and accurately predicted interest rates, advising clients to adopt appropriate issuance currency, and resulting in substantial 3%-5% interest expense savings on debt issuances.• Closed the company's inaugural DCM deal within two months of joining, generating USD 1.1 million in revenue. Achieved a remarkable track record, closing 50+ deals exceeding USD 10 billion combined issue size.• Drafted the DCM Manual, executed compliance check and rigorous due diligence on the issuer's financials and legal documentation to ensure compliance with regulations and mitigate risks for investors.• Offered comprehensive on-board training sessions for new team members, equipping them with essential knowledge and skills such as due diligence and financial modeling for seamless integration. Show less

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  China Galaxy International Financial Holdings Limited

  Aug 2020 - Sept 2021

  Assistant Vice President

  Fixed Income Department, China Galaxy International Securities Co., Ltd. Hong Kong• Initiated a new investor line for the company’s fixed income business, fostering new relationships with 10+ banks and reactivating businesses with 30+ fixed income trading desks, expanding the investor base by 30%.• Coordinated between the debt issuers and the investors, achieved competitive pricing for clients and effectively distributed debt securities, reaching a broad investor audience, resulting in an oversubscription rate of 200% on average in terms of all the deals.• Provided strategic advice and recommendations to clients on debt financing options and refinancing strategies, independently attracting the company’s first high-yield LGFV issuer client. Show less