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Zhanwen Sun

Zhanwen Sun

Wealth Management Intern, Lobby

Followers of Zhanwen Sun203 followers
location of Zhanwen SunYiwu, Zhejiang, China

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  • Timeline

  • About me

    Financial Analyst | Self-motivated | Detail-oriented | Always excited about chanllenges | M.S Finance @ WashU

  • Education

    • Washington University in St. Louis - Olin Business School

      2022 - 2023
      Master of Science - MS Finance - Wealth and Asset Management

    • Minzu University of China

      2018 - 2022
      Bachelor's degree Statistics 3.93/4

      Activities and Societies: • Worked at library volunteer team, organized annually recruiting activity twice, organized lectures about classic books weekly and assisted National Seminar on Library Work in Ethnic Colleges • Worked as league secretary to help more than 20 classmates apply for the party. • Attended 6 mathematical modeling contests and 2 market research contests, won national second prize as the best one.

  • Experience

    • China Construction Bank (Asia)

      Jul 2020 - Aug 2020
      Wealth Management Intern, Lobby

      • Studied financial products and services of the bank through internal training• Identified customers of different demands, guided them to managers and provided corresponding services• Designed promotional booklets, participated in a Business Club banquet to increase elite clients’ retention rate

    • CITIC Securities

      Mar 2021 - Apr 2021
      Intern, Training Department

      • Learned regulations of securities industry and procedures of securities trading• Took part in trainings on various financial products and learned professional knowledge about these products• Studied the marketing strategy of financial products and practiced selling products to targeted clients

    • HUADIAN GAINTIME (BEIJING) INVESTMENT FUND MANAGEMENT CO., LTD.

      Oct 2021 - Feb 2022
      Intern, Risk Control and Legal Department

      • Modified a project calculation model, gathered important information regarding the proposed investment project, prepared income statements, balance sheets, and cash flow statements, and ran return and sensitivity analysis• Gathered public information of REITs IPOs and compiled data analysis report, and analyzed offline inquiries• Used Excel VBA to calculate IRR (internal rate of return), NPV (net present value)

    • Bunge

      Jun 2023 - Dec 2023
      Finance Intern - Data Analytic

      • Participated in auditing projects. • Used SAP and Python to build databases for further analysis.• Used Excel and Tableau to form pivot tables, charts, and tables to provide more insights into data.

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Zhanwen Sun
      Third Prize, 11th National University Student Market Survey and Analysis Competition (5%） Commerce Statistical Society of China May 2021
    • Awarded to Zhanwen Sun
      • Second Prize, 2020 Contemporary Undergraduate Mathematical Contest in Modeling (Beijing Zone 5%) Chinese Society for Industrial and Applied Mathmatics Oct 2020