Tianhong Wang, CFA

Experience

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  Shanghai Pudong Development Bank

  Jul 2014 - Aug 2014

  Summer Intern

  • Received regular clients and collected risk evaluation forms to help recommend best investment portfolio.• Summarized customers’ distribution and preferences for further business development by utilizing Excel.• Analyzed and wrote financial planning report based on clients’ financial standing and risk preference.

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  PwC

  Jul 2015 - Mar 2016

  Summer Intern for Risk Assurance services

  • Conducted fraud investigation in Major Multinational company Internal Audit and Process Optimization Project, generating $2 million immediate benefits for that company each season.• Rotated in different teams in Risk Assurance Services, including distr-staff team, POS (point-of-sales) visit and interview team, and PA/OCA (Promotion Allowance/Other Customer Allowance) team.• Processed data collected from POS and distributors from more than 20 provinces, and coordinated schedules of different teams to achieve maximum coverage, using basic VBA in Microsoft Excel.• Verified findings through calls/e-mails to distributors and contacted audit department to report issues found. 收起

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  Simon School Venture Capital Fund

  Oct 2016 - May 2017

  Analyst

  • Carried out due diligence procedures on several firms, contacted and consulted industry experts to gather information about the feasibility of certain technologies. • Concluded questions arise from research procedures and spoke to CEO of the target companies on phone to further communicate about such issues as intellectual property pipelines, managerial structure and exit strategies.• Prepared presentation decks to report in front of fund members and board in Simon School Venture Capital Fund to decide whether we invest in the target companies or not. 收起

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  UnionPay International

  Jun 2017 - Oct 2017

  Strategy Research Intern

  • Investigated into lifestyles of various Asian countries such as Singapore and Vietnam, influencing factors of adhesiveness of APP users, and precision marketing strategy to lay foundation for company’s strategic layout and APP development in Asian countries.• Conducted research on competitors like Visa and MasterCard in terms of their products, platform construction, and financial statements, and organized information about routing issues of co-badged cards.• Studied important industry reports such as faster payments task force final report, world beyond cash report, and top ten trends of the payment industry, and made presentations to colleagues during routine sessions.• Extracted and translated important information from documents and reports regarding equity investment into overseas card organizations. 收起

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  China Universal Asset Management

  Dec 2017 - Jan 2018

  Strategy Intern

  • Researched on indexed funds.• Analyzed data on a strategic perspective.• Wrote thank you letter to investors.

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  中国外汇交易中心暨全国银行间同业拆借中心

  Apr 2018 - Dec 2018

  IT Governance Analyst, Technical R&D Dept.

  • IT Governance Planning- Organized and held 10+ consulting interviews, detected 20+ major pain points from both strategic and execution perspective with KPMG methodologies, and formulated 3-year IT development blueprints and road map for CFETS.• IT Governance Execution- Drafted, negotiated across 7 departments and released 2 CFETS IT rules and regulations, i.e.: Rapid development processes for application systems and Domain Assets management rules.