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Jiaqi W.

Jiaqi W.

Investment Bank Department Intern

Followers of Jiaqi W.669 followers
location of Jiaqi W.St Louis, Missouri, United States

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  • Timeline

  • About me

    Financial Modeler | Mastering Data for Informed Financial Planning

  • Education

    • Washington University in St. Louis

      -
      Master of Science - MS Business Analytics (Fintech)

    • Universitat Autònoma de Barcelona

      -

      Study Abroad program

    • Bentley University

      -
      Bachelor of Science - BS Finance, General

  • Experience

    • China Merchants Securities Co., Ltd.

      Sept 2017 - Dec 2017
      Investment Bank Department Intern

      • Reviewed and analyzed clients' financial status, including cash flow, debt, equity, etc, to support valuation and due diligence analysis• Conducted audits on financial data to assess corporate risk levels and credit worthiness, and provided recommendations to senior analysts based on findings• Conducted company and industry research analysis, participated in the writing of preliminary prospectus, completed the assigned work in a timely manner

    • Shenzhen JiuPai Capital Management Co.,Ltd

      Nov 2020 - May 2021
      Portfolio Analyst

    • Shanghai Houyang Investment Management Co., Ltd

      Oct 2021 - Jul 2022
      Financial Analyst

    • King of the Curve (KOTC)

      Jun 2023 - Aug 2023
      Product Analyst Intern

    • Pivotree

      Sept 2023 - Dec 2023
      Business Analyst Intern

  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer

      Issued by World Vision USA
      World Vision USAAssociated with Jiaqi W.