Ruiqing Wu, CFA

Experience

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  KPMG China

  Aug 2012 - Sept 2015

  • Served as main supporting associate in multiple group audit projects. Major clients are public companies in telecommunication (Fortune 500 company), technology (with annual revenue of 6 billion dollars) and chemical (price maker in China) industries• Supported team executives to coordinate first year associates and interns. Provided detailed instruction and review of their work• Performed walkthrough procedures and identified review controls in revenue recognition process for a pre-IPO client, effectively conducted internal control test, performed anti-fraud procedures for revenue recognition of the pre-IPO client• Conducted co-relation analysis between wage-payable and wage expense, and identified a misstatement of inappropriate current expense capitalization• Designed and executed lookback analysis and gross margin analysis by product line, and conducted interviews with client’s sales representatives to support the conclusion• Performed reasonableness test for accumulated depreciation and impairment tests for fixed assets Show less

  • Audit Associate

    Jun 2014 - Sept 2015

  • Intern of KPMG Elite Programme 2012

    Aug 2012 - Jun 2014
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  Genesis Capital Management

  Oct 2016 - Jun 2017

  Investment Analyst intern

  • Led a team of three interns to conduct research on equity and fixed income products, especially in public traded REITs, such as DFT, COR, CONE in datacenter subsector and HTA in healthcare• Collected data via Bloomberg and Conducted valuation process via DCF and comparable analysis for general equity products, FFO and NAV analysis for REITs• Prepare monthly report of the investment portfolio: calculate unrealized and realized gain, management fee, incentive fee, gross and net return and verify brokerage commissions• Wrote research reports comparing return, marking index and other key factors on annuity products in US Show less

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  Interpulsar LLC

  Aug 2017 - Jan 2019

  Entrepreneur and real estate property manager

  • As partner of “2Ulife” Grocery Delivery (Baltimore.2u.life), manage real estate property, recruit and build marketing team, lead marketing campaign, establish collaborative agreement with HopkinsHoldings, LLC , provide online grocery shopping and delivery service for over 200 foreign students

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  Morgan Stanley

  Nov 2017 - Dec 2022

  • Associate

    Jan 2020 - Dec 2022

  • Analyst

    Nov 2017 - Jan 2020
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  The Legacy Foundation

  Jan 2023 - now

  Investment Analyst

  Conduct macro research across global asset classes for strategic asset allocation.Identify opportunities in sector and specific companies for equity investments.Develop and implement customized portfolio strategies for clients' goal based needs.Securities offered through LPL Financial, a registered broker-dealer. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Legacy Foundation LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less