Dazhou Wen

Dazhou Wen

Business Analyst Intern

Followers of Dazhou Wen66 followers
location of Dazhou WenGuangzhou, Guangdong, China

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  • Timeline

  • About me

    Business Manager at China Great Wall Asset Management Co., Ltd.

  • Education

    • Sonoma State University

      2007 - 2012
      Bachelor of Arts (BA) Managerial Economics
    • Boston University

      2012 - 2014
      Master’s Degree Economic Policy
  • Experience

    • 中国农业银行

      May 2010 - Aug 2010
      Business Analyst Intern

      • Successfully promoted international settlement products such as, Letters of Credit, Documentary Collection, Clean Collection and Forfeiting to corporate clients• Marketed foreign currency financial products such as, FX, Interest and Currency swaps, FX Forwards, to corporate clients and coordinated with Corporate Banking departments• Assisted Corporate Banking department to conduct research, which enabled service upgrades and enhanced tailored financial plans for top corporate clients• Professionally maintained and reported data for Western Union Money Transfers, Inward/Forward Remittances and sub-branch Foreign Exchanges Show less

    • 广发证券

      May 2011 - Aug 2011
      IPO Project Assistant

      Participated in the IPO due diligence of HF Cemented Carbide Co. Ltd including finalizing the list of required materials for due diligence, interviewing HF's management and core technicians, and researching the unique qualities of the companyin the cemented carbide industry that set it apart from the rest.

    • 国金证券

      Jul 2014 - Jun 2017
      Project Assistant

      •Provide customized services to clients' financial demands related to IPO and M&A;•Participate in and promote due diligence of clients and all other preparations;•Help preparing necessary legal and financial documentations for CSRC or NEEQ investigations during the procudures.

    • China Great Wall Asset Management Co., Ltd.

      Jun 2017 - now
      Business Manager
  • Licenses & Certifications

    • CFA Level II candidate