mfe profile class of 2015/16 - saïd business school · pdf filemfe profile class of...

MFE Profile Class of 2015/16

MSc in Financial Economics Profile

Saïd Business School

Saïd Business School at the University of Oxford blends the best of new and old. We are a vibrant and innovative business school, but yet deeply embedded in an 800 year old world-class university. We create programmes and ideas that have global impact. We educate people for successful business careers, and as a community seek to tackle world-scale problems. We deliver cutting-edge programmes and ground-breaking research that transform individuals, organisations, business practice and society. We seek to be a world-class business school community, embedded in a world-class university, tackling world-scale problems.

Corporate presentations

This remains one of the most popular ways of meeting students. They generally take place in the evening in one of the School’s lecture theatres, and typically we suggest allowing one hour for presentation and Q&A, followed by 30–45 minutes of general networking.

Targeted events

These are much smaller events, aimed at a particular group of students who match a profile sought by the employer. These events can be lunches, dinners, seminars, discussions etc. Employers can obtain access to our student CV database and run detailed searches to focus on the students who meet their criteria. Careers staff can also help employers identify suitable candidates.

Student visits to corporate headquarters

Some employers may prefer to invite a group of students to their offices. These events have proved popular with students, as they are able to tour the corporate headquarters, learn about the different parts of the business and experience the company’s work culture.

Advertise a vacancy

Employers can use our online career management system, Careers@Saïd, to post and manage an unlimited number of jobs, as well as set parameters for the job openings. The system can manage the applications, and send email reminders to employers when a student applies for a job, or when the posting is about to expire. You can register on Careers@Saïd through the following link: https://sbs-oxford-csm.symplicity.com/employers/

For further details, please contact the Careers Centre on 01865 288441 or email [email protected]

2 WWW.SBS.OXFORD.EDU/MFE

http://www.sbs.oxford.edu/mfe

South Asia 9%

Europe26%

44%

North America11%

Latin America2%

East Asia

South East Asia 7%

Oceania1%

51% Female Students

25Nationalities

77Class Size

19–26Age Range

22Average Age

98.7%International Students

0.5yrs Work Experience

734 GMAT Score

4% Accounting

11% Mathematics

8% Business Studies

6% Engineering

40% Economics

26% Finance

3% IT

1% Physics

1% Psychology

MFE class of 2015/16 Facts and figures

“ The MFE class brings together a diverse group of highly talented students from around the world that will excel in today’s competitive markets.” Peter Eso

Previous education background

Nationality

WWW.SBS.OXFORD.EDU/MFE3 MFE CLASS OF 2015/16


A

Phoebe Ai United [email protected]

Cornell University, USA, BS Policy Analysis and ManagementLanguages: Mandarin Chinese

Associate Compliance Analyst, Deloitte Touche Tohmatsu LLP, USA

Maintained accurate data on companies’ corporate structures to ensure compliance with independence policies

Advised Deloitte professionals on company procedures and fulfilling update requests

Research Analyst, Institutional Shareholder Services, USA

Analysed effects company’s corporate governance policies derived from SEC filings

Advised clients on voting decisions during shareholder annual meeting through reports

Customer Database Solutions Intern, Nestlé Waters, USA

Evaluated records from database systems through SQL Server to facilitate server upgrade

Delivered presentation describing responsibilities and results to department leaders

Career interests

Consulting; asset management; corporate finance; financial research

Alvaro Andreu [email protected]

University of Kent, UK, BSc (Hons) Financial Economics with EconometricsLanguages: Spanish, French

Spend Analyst, IBM Consulting, UK

Responsible for allocating US$120bn worth of spend from consulting activities

Communicating monthly and quarterly findings to management leaders and executives

Prompt contributions of quantitative and qualitative analysis to team and beyond

Reducing teams’ time pressure through self-taught VBA applied to Excel

Corporate Affairs Intern, Telefonica Plc., UK

Content creation for Telefonica Europe’s student-focused initiative ‘Think Big’

President, Kent Investment Society, UK

Student-led finance-oriented society

Attracting new funds to finance competitions

Partnering with the School of Economics in student-recruitment efforts

Career interests

Private equity; asset management; private banking

Anthony Ayala [email protected]

University of California, Berkeley, USA, BSc Business Administration and BA Mathematics (Phi Beta Kappa)Languages: Mandarin

Associate, Keystone Strategy, USA

Analysed build-buy-partner scenarios for new market entry for F50 software company

Built multiple models to improve supply chain efficiency for US$5bn CapEx cloud provider; project resulted in 75% reduction in lead time

Developed and implemented prioritised set of performance metrics for 3,000+ FTE BU

Intern, Corporate Finance, Cisco Systems, USA

Developed model for finance executives to evaluate impact of movements in P&L items

Built FY13 guidance model to establish earnings guidance for analysts

Intern, Enterprise Sales, Google Inc., USA

Researched industry trends and analysed Google’s position in the enterprise tools market

Developed strategic options to increase market penetration for enterprise tools

Career interests

Private equity; hedge funds; investment banking; mergers and acquisitions; venture capital

B

Yashvin Singh Boparai The [email protected]

University of Amsterdam, Netherlands, BSc Economics and FinanceLanguages: Dutch, Punjabi

Summer Analyst, Royal Bank of Scotland, Netherlands

Worked on a project involving the optimisation of corporate client ownership control procedures

Advised senior bankers on account ownership principles

Summer Analyst, SGG Financial Services, Netherlands

Analysed a €75m fund with respect to compliance and financial performance

Ensured the execution of derivative orders by private and corporate clients

Career interests

Investment banking (mergers and acquisitions); private equity

Moe Bourji [email protected]

American University of Paris, France, BSc (Hons) Economics and FinanceLanguages: French

Project Manager, Har Contract, France

Managed supply and installation projects from conception to delivery for high-end furniture. Generated over €5m in the first half of 2015

Rebuilt and automated financial statements to streamline cash flow management, project profitability analysis, financial health assessment

Simulated and analysed cash flows to prioritise projects and negotiate contract terms to maximise IRR, NPV and profitability

Research Intern, SHUAA Capital, Dubai

Reported on current dynamics of the Saudi Arabian cement industry, developing trends, and interrelation with construction industry

Analysed financial statements, modelled future growth and valued companies to allow team to issue buy/sell/hold ratings

Career interests

Asset management; equity research; hedge fund; private equity; consulting



D

Alexander Diaz [email protected]

University of Oxford, UK, Masters Public Policy;Harvard University, USA, AB (Hons) PsychologyLanguages: Spanish, Portuguese

Franklin Williams Fellow, Council on Foreign Relations, USA

Content Development for education programmes

Marketing platform and outreach efforts

Summer Fellow, United States Senators Cory Booker and Robert Menendez, USA

Managed FEMA constituent cases

Support staff on Foreign Relations Committee

Research and draft policy REDEEM Act

Project Manager, Romeo Santos, USA

Direct philanthropic agenda

Coordinate communications and public relations

Assist in development of new business and endorsement opportunities

Career interests

Venture capital; urban development; entrepreneurship; politics

Lorenzo Duretto [email protected]

Bocconi University, Milan, BSc (Hons) Economics; Fundação Getulio Vargas, São Paulo, Brazil (exchange student)Languages: Italian, Spanish, Portuguese

Asset management intern, Banca Cesare Ponti, Italy

Supported investment analysis and performance evaluation

Drafted reports and investment prospect for internal use and for clients

Implemented the shift to a new performance evaluation system (from Excel to Bloomberg)

Career interests

Private equity; energy and resources; mergers and acquisitions; corporate finance

C

Meghan Chen [email protected]

McGill University, Canada, BComm (Hons) Investment ManagementLanguages: French, Mandarin

Analyst, Private Investments, CPPIB, Canada

Analysed potential investments for the direct private equity portfolio, conducting commercial and valuation due diligence

Performed investment analyses on various private equity funds assessing potential returns

Analyst, Public Equities, Desautels Capital, Canada

Conducted research and recommended stock picks for equities in the industrials sector for the $2m university-run fund

Summer Analyst, Office of the CIO, PSP Investments, Canada

Researched and back-tested various strategies for asset allocation and risk management

Recommended a risk model for breaking down the private real estate portfolio into key risk factors which was then implemented by the real estate team

Career interests

Asset management; corporate finance; portfolio management

Alexander Chkliar [email protected]

Concordia University, Canada, BComm (Hons) FinanceLanguages: French, Russian

Investment Banking Intern, Goldman Sachs, Canada

Assisted team with a live deal and numerous pitch books aimed at prospective clients

Built full-scale three-statement model, dividend discount model, LBO model, and merger plans for an insurance company

Hedge Fund Summer Analyst, Waratah Capital Advisors, Canada

Performed company research, focusing on the energy, fertiliser, mining and REIT industries

Worked on a NAV valuation model for an exploration and production company

Spent five weeks performing deep-dive research on a conglomerate

Investment Banking Intern, Alternative Capital Group, Canada

Analysed companies’ capital structures to determine bridge loan eligibility

Assisted team with an merger and acquisitions deal and a bridge financing mandate

Career interests

Investment banking; asset management

Alberto Cucca [email protected]

Imperial College London, UK, MEng Civil Engineering; University of California Berkeley, USA, exchange programme Languages: Italian

Summer Analyst, HSBC Global Banking and Markets, UK

Participated in the origination and structuring of mergers and acquisitions transactions within the Mergers and Acquisitions Execution team – including a £300m public takeover

Analysed company and broker intelligence to value UK and international companies

Associate Consultant, Simon-Kucher & Partners, UK

Participated in a turnaround project for a media corporation that re-shaped its product portfolio and customer targeting approach

Created a product prioritisation framework to help the client achieve a £2m upside

Civil and Structural Intern, Maire Tecnimont Group, Italy

Performed the detailed design of three large equipment structures in a polyethylene plant

Career interests

Mergers and acquisitions; corporate finance; private equity; venture capital; impact investing; management consulting



F

Yanjun Feng [email protected]

Peking University, Beijing, ChinaLanguages: Chinese Mandarin

Intern, IBD, Citic Securities

Intern, Investment, Kunwu Jiuding Capital

Intern, IBD, Morgan Stanley

Career interests

Investment banking; private equity; asset management

Xueying Fu [email protected]

Xiamen University, China, BA Management (Accounting); CFA level 1Languages: Chinese Mandarin

IBD Summer intern, China Galaxy Securities Co., Ltd, China

Worked on a CNY1.2bn corporate bond underwriting deal; spearheaded due diligence and prospectus drafting work streams

Analysed company operation and cash flow profile to evaluate liquidity and debt repayment capacity

Part-time assistant, Deloitte Consulting, China

Participated in a large smart city planning project; conducted over 50 cold calls (80% response rate) and numerous in-depth interviews

Gathered data through extensive desk research and built a DCF model to evaluate profitability

Intern, CITIC-CP Asset Management Company, China

Participated in four capital market projects, prepared various project materials and assisted in subsequent executions

Winter intern, KPMG, China

Engaged in the audit of an A-share listed securities company

Career interests

Investment banking; mergers and acquisitions; financial advisory

G

Richard Gallo [email protected]

University of Florida, USA, BA (Hons; Phi Beta Kappa; Summa Cum Laude) Economics (Major: Economics; Minor: Mathematics)

Healthcare Sector Analyst and Macro Team Member, Gator Student Investment Fund, USA

Used fundamental analysis to perform team-based research of primarily healthcare sector companies at the University of Florida

Stocks were pitched to directors of the nearly US$200,000 fund

Prepared and delivered weekly presentations on the state of the global economy

Career interests

Investment banking; mergers and acquisitions; hedge funds; quantitative finance; sales and trading

Orkhan Gambarli [email protected]

Ozyegin University, TR, BA (Hons) EconomicsLanguages: Russian, Turkish, Azerbaijani

Summer Research Analyst, Bravia Capital, Hong Kong

Worked on logistics sector company valuations using DCF and comparable company analysis

Assisted the head of portfolio management team to infer the problem in a Turkish aircraft MRO services company

Summer Intern, Credit Europe Bank, Switzerland

Assisted the treasury manager with hedging a bond’s default and interest rate risk by trading bond futures and credit swaps

Effectively delivered trading activities and daily calls with clients and prepared daily reports

Volunteer, Turmepa, Turkey

Assisted in organising educational activities on Turkish marine environment protection

Intern, URS, Azerbaijan

Provided assistance in preparing financial reports and conducting a research study

Career interests

Management consulting; financial advisory; private equity

Grace Yating GaoChina, Singapore Permanent Resident [email protected]

Nanyang Technological University, Singapore, BEng (Hons) Chemical and Biomolecular Engineering; Université de Technologie de Compiègne, France, Exchange Programme Languages: Mandarin

Consultant, Accenture, Singapore

Analysed major defence process for ministry to achieve US$1.3m cost reduction

Compiled pitch presentations on technology integration for Singapore Smart Nation project

Risk Management, ExxonMobil, Singapore

Managed 123 refinery risk items through statistical model to achieve 70% risk reduction

Drafted 20-year strategic plan for seven petroleum plants in market integration

Process Engineer, ExxonMobil, Singapore

Led energy integration for the largest petroleum plant to reduce US$3.7m energy consumption in support of five-yearly turnaround management

Research Assistant, Nanyang Technological University, Singapore

Conducted research on mesoporous catalyst efficiency and published scientific journal

Career interests

Energy and resources; consulting; trading



Cecilia GuillotItaly, [email protected]

University College London (UCL), UK, BSc (Hons) Mathematics with Management StudiesLanguages: French, Italian, Spanish

Intern, Corporate finance, BNP Paribas, Italy

Prepared mergers and acquisitions/IPO pitch books and worked on deals

Acquired and applied valuation and financial modelling skills

Selected among five interns to participate in a series of international meetings of a fine paper producer’s IPO

Intern, Finance department, L’Oréal, Australia

Generated a financial model to solve a sales forecasting problem for future marketing campaigns

Mathematics tutor, UK

Mentored A-level students ten hours a week for three consecutive years

Career interests

Consulting; corporate finance; private equity; venture capital; consumer goods

H

Nicolas Hartmann [email protected]

University of St. Gallen, Switzerland, BA Economics, Exchange semesters: Columbia University and Hong Kong UniversityLanguages: German, Dutch

Intern, Waterland Private Equity, Germany

Developed market for organic brands: target approach and investment committee approval

Supported the sale of a portfolio company

Visiting Associate, BCG, Germany

SKU reduction for a hearing aids manufacturer

Retail strategy project for a universal bank

Project leader, Student Impact, Switzerland

Consulted start-ups in sales and market entry

Career interests

Entrepreneurship; private equity

Tianhang Gao [email protected]

The Hong Kong University of Science and Technology, HK, MS Global China Studies; Shandong University, China, BA FinanceLanguages: Mandarin, Chinese

Equity Research Intern, China International Capital Corporation Limited, China

Finished an in-depth industry report of ‘Internet+ Cars’ with 60 pages

Supported analysts with financial modelling, database updating, weekly report composing

Accredited with ‘Beat expectation’ evaluation

Part-time Assistant, The Boston Consulting Group, China

Assisted in a market study project concerning Go-West China Development Plan

Studied market size, trend and challenges of several kinds of service industry through desktop research and making cold calls

Corporate Banking Intern, Bank of East Asia, China

Compiled seven loan check reports, focusing on industry background investigation, and financial reports analysis

Sorted out documents for credit approval

Career interests

Equity research; investment banking

Ying [email protected]

Shanghai University of Finance and Economics, China, BSc Economics (Major: Finance)Languages: Mandarin

Intern Researcher, Ernst & Young, China

Performed industry research and financial analysis for strategic projects

Assisted with due diligence for targeted companies in an mergers and acquisitions transaction

Prepared drafted pitch book and presentation

Intern, Bank of East Asia, China

Tested 2nd generation payment system, simulated routine remittance business

Collaborated in the backstage operation of foreign exchange transactions

Intern Researcher, Manpower Group, China

Researched 15 financial enterprises for international financial professionals

Conducted over 100 phone interviews with financial professionals worldwide

Career interests

Management consulting; corporate banking; asset management; international finance

Shan [email protected]

University College London, UK, BSc Mathematics with EconomicsLanguages: Mandarin

Summer Analyst, J P Morgan, UK

Led a global cost optimisation initiative and reduced the cost by US$100k per year

Liaised with external market data providers to meet our service subscribers’ requests

Facilitated the process of a strategic platform migration and produced a detailed activity deck for senior management

Intern, Harvest Fund Management, China

Completed quarterly fund performance review with institutional clients

Compiled and evaluated macroeconomic reports for other departments with colleagues

Completed projects under high-pressure situations

Summer Intern, Orient Securities, China

Collected stock information from various sources and produced daily stock analyses

Contributed to the increase in commission from margin trading customers

Career interests

Quantitative finance; private equity; corporate finance; asset management

G



Lining Hua [email protected]

New York University, USA, BA MathematicsLanguages: Chinese

Summer Associate, CITIC Securities, China

Conducted research on several industries

Updated financial statistics in documents

Case competition and personal research projects

Summer Intern, Honghu Investment Management, China

Traded HK and US equity

Calculated key performance statistics

Actuarial Intern, China Pacific Insurance Co., Ltd, China

Assisted in determining dividend rates for various life insurance policies

Performed database maintenance to ensure correct and accurate information for risk modelling purposes

Career interests

Investment banking; private equity; asset management; equity research

Byron Hewson [email protected]

University of Queensland, Australia, LLB (Hons); BEcon (Hons)

Business Analyst, McKinsey & Company Australia

Managed several workstreams in a large cost reduction and productivity improvement programme for an energy sector client

Assisted in designing and implementing a cross-selling strategy for a telecom client

Helped redesign the operating model (accountabilities, KPIs etc) for a mining client

Intern, UN Economic Commission for Africa, Ethiopia

Wrote sections of reports on poverty reduction and economic growth in Africa

Analysed alternatives for the post-2015 UN development agenda

Contributed to the UNESCO Annual Ministerial Review

Cadet, Reserve Bank of Australia, Australia

Analysed and reported on banking reforms and the impact of margin requirements on liquidity

Career interests

Private equity; asset management; management consulting; social finance

Mathias [email protected]

Aarhus University, Denmark, BSc Economics and Management; Harvard University, USA, Visiting Student ProgrammeLanguages: Danish, German

Intern, Gear Up Ventures, Sweden

Built presentation for external investors to raise additional capital of €20m

Cooperated with executive management to develop strategic actions to success

Valued call options of €10m as a part of overall deal designs

Associate Consultant Intern, Bain & Company, Denmark

Analysed client financials of DKK1.8bn in revenue as part of a strategy execution project

Researched market to uncover key success factors for a major pharmaceutical company

Business advisor, UNIwise, Denmark

Identified key markets and entry points to secure revenue growth of 500% and profitability within two years

Career interests

Private equity; venture capital; mergers and acquisitions; consulting; entrepreneurship

H

Shuhe Huang [email protected]

National University of Singapore, Singapore, BSc (Hons) Applied MathematicsLanguages: Mandarin

Summer Analyst, Debt Capital Markets, HSBC, Hong Kong

Engaged in three sovereign and high yield bond issuances by creating RFPs, drafting roadshow presentations and assisting re-offer pricing

Contributed to five client pitching projects via constructing pitch books and analysing key financial metrics

Intern, Private Equity, Allianz Capital Partners, Singapore

Independently created an investment opportunity research report on China healthcare sector

Benchmarked the valuation of portfolio companies of an Indian leading PE fund through comparable analysis

Intern, IBD, China International Capital Corporation, Singapore

Created six company research profiles for prospective mergers and acquisitions, secondary offering and divestiture opportunities in Natural Resources and Industrials sectors between China enterprises and Southeast Asia firms

Career interests

Corporate finance; mergers and acquisitions

I

Kaushal Inna [email protected]

London School of Economics, UK, BSc Economics

Analyst, J P Morgan, France

Supported relationship managers covering French and Benelux headquartered corporates

Actively involved in designing, pricing and pitching cash management solutions to clients

Managed execution of mandated deals: securing internal approvals, finalising legal documentation and implementing products

Analyst, J P Morgan, UK

Rotated in Advisory, Product Management and Risk roles within transaction banking

Produced client presentations on cash management best practices and trends, based on client and industry research

Gained first-hand experience in project management and a broad exposure to commercial banking

Vacation Trainee, KPMG, Malaysia

Contributed to a study ranking Malaysian public companies by economic profit, which was published in The Edge, a business magazine

Career interests

Corporate finance and strategy; restructuring; mergers and acquisitions



Ananya [email protected]

University of Delhi, India, BSc (Hons) StatisticsLanguages: Hindi

Intern, Corporate Finance, Deloitte Touche Tohmatsu, India

Intern in the Corporate Finance Department of the Financial Advisory function with a special focus on Mergers and Acquisitions

Researched, analysed and compiled presentations on potential targets, including financials, in the Oil and Gas industry for a major mergers and acquisitions transaction

Created detailed databases of all the companies operating in the Oil and Gas and the Wind Energy sectors in India, to be used by the entire firm for mergers and acquisitions purposes

President, Film and Photography Society, Sri Venkateswara College, India

Head of the 50 member student organisation. Wins in prestigious competitions across India, an all time record for the college

Successfully organised and managed workshops, exhibitions and guest lectures

Career interests

Investment banking; asset management; hedge fund; corporate finance; risk management

K

Daniel Kim South [email protected]

UCLA, USA, BSc (Hons) Mathematics/EconomicsLanguages: Korean, Japanese, Mandarin

Summer Analyst, Equity Derivatives Trading, UBS, Hong Kong

Developed a real-time market monitoring programme to locate current retail and arbitrageur demand flow in Hong Kong Warrants market

Created an internal reporting system to detect the team’s potential violation of the market making obligations in Hong Kong Warrants market

Intern, Investment Banking Division, UBS, Korea

Assisted the team in developing a valuation model of a cross-border transaction

Produced a proposal for a Korean TMT company’s US$200m IPO on NASDAQ

Intern, McKinsey & Company, Korea/Australia

Developed a cost curve model of a petrochemical plant for a client

Produced a simulation model to optimise retail space allocation among brands for a leading apparel company in Australia

Career interests

Trading; derivatives; quantitative finance; hedge fund; structuring

J

Tamas S Jakab [email protected]

Bocconi University, Italy, BSc (Hons) International Economics, Management and Finance; The Wharton School, USA, exchange programmeLanguages: Hungarian, German

Intern, Lendico, Germany

Prepared reports for institutional investors

Managed asset allocation for a €12.5m facility

Supported the due diligence process for a potential deal with a hedge fund

Summer Analyst, Debt Capital Markets, Bank of America Merrill Lynch, UK

Contributed to bond, and loan, pricing and covenants for several corporate clients

Supported the team MD directly with annual review presentation

Presented future earnings opportunities based on client revenue and BofAML fee divergence

Intern, OTP Bank, Hungary

Prepared credit review committee reports

Analysed cross-border corporate finance facilities

Standardised group-wide controlling policy

Career interests

Corporate finance; management consulting; mergers and acquisitions; private equity

Zilin Jin [email protected]

Peking University, China, BA Economics (Major: Finance); University of Maryland, USA, Exchange, FinanceLanguages: Mandarin

Analyst Intern, China International Capital Corporation, China

Prepared prospectus for a US$2bn H-share IPO

Constructed comps and sum-of-parts valuation

Led accountants and lawyers to do due diligence

Summer Analyst, CDH Investments, China

Analysed ten industries/companies in industrials, consumer goods, TMT etc

Wrote pitch book, evaluated mergers and acquisitions/privatisation opportunities, conducted industry research

Presented findings to partners and VPs

Intern, McKinsey & Company, China

Screened and summarised comparable cases

Performed ROIC tree analysis

Summer Analyst, J P Morgan, China

Conducted comps, identified potential acquisition opportunities, wrote pitch book

Career interests

Private equity; investment banking; mergers and acquisitions advisory; consulting

Nidhi Joshi [email protected]

Georgia Institute of Technology, USA, MS and BS Electrical Engineering; Passed CFA Level 2Languages: Hindi, Marathi

New Product Development Engineer, Hubbell Power Systems, USA

Managed high-voltage switching product development. Coordinated prototyping and testing for design verification. Implemented production lines for new products

Project Lead for three-phase distribution protection product. Project completed on time and within US$250k budget

Project Lead for electronic distribution switchgear. Coordinated on-site development and two teams in India

Graduate Teaching Assistant, Georgia Institute of Technology, USA

Graded homework and assisted professors with administrative responsibilities. Responsible for three sections of 50+ students

Electrical Testing and Automation Intern, Tata Power Company, India

Trained in SCADA and conducted survey on Smart Grid Technologies

Career interests

Consulting; private equity; renewable energy



L

Chuqiao [email protected]

City University of Hong Kong, BBA (Hons) Finance; Lancaster University, UK, Exchange Programme; CFA Level 1Languages: Mandarin, Cantonese

Intern, IBD, Guodu Securities, China

Performed due diligence, conducted research on industry backgrounds, financial statements and business models

Drafted financial statement analysis and risk analysis sections of the bond offering prospectus for a company in hydropower industry

Proofread and assisted in finalising the prospectus for a company in commercial aviation industry

Intern, Tax, PricewaterhouseCoopers, Hong Kong

Drafted, revised and finalised employers’ returns as well as individual tax returns for over 20 companies

Communicated independently with Inland Revenue Department to update clients’ taxation profiles

Assisted in providing tax consultation services for clients

Research Assistant, Economics and Finance Department of CityU, Hong Kong

Assisted in a project that analysed the lending behaviour of different creditors in China

Career interests

Corporate finance; equity research; corporate banking

Xue Li China, Hong Kong work [email protected]

City University of Hong Kong, Hong Kong, BBA FinanceLanguages: Mandarin, Cantonese

Research Analyst, Veco Invest, Hong Kong

Engaged in the deal negotiation of the Currency Alpha Index (totalling US$25m) with Leonteq Securities AG and Citibank

Constructed valuation model for Xiabu Xiabu (0520 HK) and made recommendations

Conducted in-depth research on Asia PE funds; helped prepare weekly research reports

Helped portfolio manager place trade orders

Assistant Analyst, Moody’s, China

Made credit ratings for government financial vehicles by evaluating macroeconomic data and performing ratio analysis

Involved in eight credit rating projects for urban construction investment bonds; independently finished seven Shadow Rating Reports

Summer Analyst, GF Securities, China

Observed stock trend by identifying candlestick patterns; analysed stock news for trend insights

Career interests

Equity research; asset management; private equity; corporate finance

Shenglan [email protected]

Nanjing University, China, BSc EconomicsLanguages: Chinese

Summer Intern, Parthenon-EY, China

Assisted in the due diligence for a private equity client to narrow down investment targets

Conducted market-sizing for a chain-restaurant client to assess the delivery market

Set up expert interviews and drafted interview notes that were communicated among my team

Project Intern, Accenture Strategy, China

Designed, disseminated and analysed a staff survey to evaluate organisational efficiency, compiled the data part of the report and slides

Designed a multi-sheet cost calculation model to capture change in efficiency ratios depending on the change of resource allocation

Analyst Intern, Industrial and Commercial Bank of China, China

Performed credit analysis and financial checks to assess families’ ability to service mortgages

Career interests

Consulting; strategy; private equity; social entrepreneurship

Xinyue Lin [email protected]

University College London, UK, BSc EconomicsLanguages: Mandarin, Cantonese

Summer Analyst, HSBC Global Asset Management, Hong Kong

Assisted in general research of Chinese SOEs

Completed 16 company annual reviews

Participated in a number of roadshows and interim results meetings to form investment opinions

Summer Analyst, JD Capital, China

Collaborated data for financial analysis and drafted memoranda for internal use

Gained knowledge of private equity

Summer Analyst, New Vision Angle, China

Assisted in market analysis of new development projects

Delivered presentation on innovative real estate concepts

Work placement, KPMG, UK

Compiled daily news updates

Collated data for analysis in forensic department

Career interests

Asset management; wealth management; private equity; venture capital

Shuai Liu [email protected]

University of Warwick, UK, BSc (Hons) Economics, IMCLanguages: Chinese Mandarin

Summer Intern, Bank of China (London), UK

Launched four credit facilities totalling c US$75m to support clients’ hedging and financing activities and liquidity objective

Monitored division’s loan record and updated weekly income

Supported risk analysts in credit committee meeting

Intern, Infinity Group, China

Conducted case studies on BOT model applications in video surveillance industry

Maintained Israeli ICT enterprise database

PSCM (Operation) Intern, CNOOC, China

Evaluated tenderer assessment criteria for two EPC projects subject to open bidding laws

Developed local engineering service provider analysis for the division

Filed contract and pre-screened bidding documents

Career interests

Asset management; financial advisory; management consulting; energy and resources

John [email protected]

London School of Economics and Political Science, UK, BSc (Hons) EconomicsLanguages: Mandarin Chinese

Associate, PwC LLP, UK

Performed econometric modelling to forecast key performance metrics and financials for the Board of Trustees of a leading airline company

Analysed macroeconomic factors affecting the construction costs of a high-profile public infrastructure project

Conducted research into the wind farm operations and maintenance industry and produced thought leadership documentation for the firm’s private equity clients

Intern, Citi Orient Securities Co. Ltd., China

Compiled financials and updated due diligence documentation during a CNY1bn follow-on offering for a leading Spandex producer

Intern, Orient Securities Co. Ltd., China

Collaborated with analysts to produce equity research reports on the chemical surfactant industry, the synthetic dye industry and the pesticide industries in China

Career interests

Asset management; corporate finance; investment banking; mergers and acquisitions; private equity; strategy consulting



Pratyusha Mukherjee [email protected]

Princeton University, USA, BA Economics and Finance, Summa cum LaudeLanguages: Hindi, Spanish

Associate, Boston Consulting Group, USA

Developed long-term financial growth model

Coordinated post-merger integration process

Analyst, Equinox Partners LLC, USA

Screened for potential investments

Conducted industry and company research

Presented investment recommendations

Analyst, MAS, Singapore

Evaluated mineral, oil and gas sector listings

Conducted industry surveys, desktop research

Career interests

Regulation and compliance; management consulting; asset management; entrepreneurship

Julian Muller [email protected]

Technische Universität München, Germany, BSc Informatics (Minor: Business Economics)Languages: German

Mergers and Acquisitions Intern, Deutsche Telekom, Germany

Full member of different deal teams

Financial modelling and valuation

Drafting presentations and decision papers to the group’s senior management

Intern, h&z Business Consulting, Germany

On site project work for a healthcare client

Creation of multiple Excel and VBA tools

Research and creation of company profiles

Tutor, Technische Universität München, Germany

Conducted a pre-course in ‘Mathematics for Informatics Students’

Conducted tutorial sessions and marked exams for ‘Algorithms and Data Structures’

Conducted tutorial and revision sessions and marked exams for ‘Discrete Structures’

Career interests

Mergers and acquisitions; corporate finance; private equity

Nathalie [email protected]

King’s College London, UK, BSc Business Management; University of Hong Kong, Hong Kong, Exchange ProgrammeLanguages: German, French, Swedish

Risk Management Intern, Porsche Bank, Austria

Worked with the ‘Value-at-Risk’ measure to establish group-wide liquidity stress tests under going concern and liquidation scenarios

Created Excel spreadsheets used to calculate periodic lease payments with respect to maturity dates, interest rates, periodic instalments and residual values

Currency fluctuations into overall foreign exchange risk calculations on leasing and financing contracts

Group Financial Accounting Intern, Zurich Insurance, Switzerland

Used models to analyse the group’s financial performance

Reconciled significant differences between reporting and partner unit

Prepared quarterly cash flow statements according to IFRS, GAAP and SST

Career interests

Financial advisory; private banking; investment banking; consulting; risk management

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Weijia Lu China, Canada work [email protected]

University of Toronto, Canada, BCom Finance(Major: Economics); CFA level 1Languages: Mandarin, Cantonese

Trade Service Intern, Bank of East Asia, China

Examined documents stipulated in the letter of credit, prepared and mailed relevant documents to issuing banks

Checked stakeholders’ credit and risks

Investment Department Intern, FDH PE investment fund management, China

Conducted industry report and financial analysis of target companies

Drafted investment proposals and prospectus

Assurance Intern, PwC LLP, China

Assisted in capital verification for financial services companies

Translated financial documents

Commercial Banking Intern, HSBC, China

Worked on Offshore Guarantee against 100% cash deposit

Conducted industry research and analysis

Career interests

Investment banking; consulting; mergers and acquisitions; private equity

Wenyan Miao [email protected]

Singapore Management University, Singapore, BSc Quantitative Economics; University of Minnesota, USA, Exchange CFA Level 1Languages: Chinese, Singlish

Summer Analyst, Securities Services Sales, Standard Chartered Bank, China

Modelled a five year revenue forecast for new local custody business of US$6.5m

Revised custody pricing of US$8bn QDII clients to quantify revenue sensitivity to transaction vol. and clients’ asset allocation strategies

Analysed credit interest pricing for top 20 clients and liabilities threshold vs sales targets

Compiled pitch decks on China cross-border programmes and solution capabilities of SCB

Research Intern, Korn Ferry International, Singapore

Researched APAC construction engineering space and built database for top 30 players in a 40-pg market intelligence report

Research Assistant, Sim Kee Boon Institute for Financial Economics, Singapore

Performed regression analysis on three year panel data of 2,000 students to track behaviour change

Career interests

ALM (treasury); capital markets; structured trade finance; mergers and acquisitions; asset management

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Rodrigo NavarroMé[email protected]

Tecnológico de Monterrey, México, BSc Electronic and Computer Engineering; RMIT University, Australia, Exchange ProgrammeLanguages: Spanish

IT Engineer, Hewlett-Packard, México

Service Delivery Lead for Mission Critical applications, including Exchange and SMTP

Leader on major incidents, driving different teams into quick resolutions for issues involving Mission Critical applications

First point of contact for high security issues involving HP’s mailbox infrastructure, consisting of over 400,000 mailboxes

Resource and priority assignment for tasks involving HP’s separation process, coordinating the efforts of a multifunctional team located in different countries

Validation Engineer (Intern), Intel, México

Leader of the migration of test platforms into a new operating system

Pioneer in developing validation tests for x86 processors with Android OS

Architect of the reporting scheme for issues found by the Compatibility Validation team

Career interests

Management consulting; strategy; engineering; consulting; technology

Yihan Ng [email protected]

Imperial College London, UK, BSc PhysicsLanguages: Mandarin

Summer Intern, Bank of Singapore, Singapore

Analysed financial statements and reports to determine suitable shares for structured products

Analysed market trends to determine suitable times to enter the Chinese stock market

Used comparable company analysis to identify shares that could be marketed to clients

Derivatives Valuation Intern, Ernst & Young, Singapore

Wrote a code to value barrier options using numerical methods

Valued financial derivatives such as interest rate swaps

Used interpolation methods on yield curves to determine discount rates

Accounts Assistant, Ezra Holdings Ltd, Singapore

Consolidated financial data for the firm’s annual report

Career interests

Trading; asset management; financial markets; financial research

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Dennis Ou [email protected]

Carnegie Mellon University, USA, BSc Mechanical Engineering and Biomedical EngineeringLanguages: Mandarin Chinese

Investment Banking Summer Analyst, Morgan Stanley, Taiwan

Contributed to offering circulars and memorandums for IBD senior management for a GDR offering live deal

Originated pitch book and conducted corresponding research and financial analysis for a technology buy-side mergers and acquisitions pitch

Added value to IBD team by creating customisable pitch book Excel template

Venture Capital Analyst Intern, Valia Investments, USA

Authored DD reports on startups based upon market research and interactions with entrepreneurs

Advised partners on technical products offered by investment candidates

Hedge Fund Analyst Intern, Pythagoras Investment Management, USA

Conducted DD on arbitrage opportunities

Career interests

Private equity; hedge funds; investment banking; sales and trading

Meemi Ownsuwan [email protected]

Northwestern University, USA, BA (Hons) Economics and Mathematics; CFA Level 1Languages: Thai

Treasury and Trade Solutions Intern, Citi, Thailand

Developed consolidated MS Access database housing all TTS cash management data; increased search efficiency by 700%

Optimised VBA code to expedite Excel collections, payments and liquidity spreadsheet calculations; enhanced P&L tracking accuracy

Created 70 pg. Trade Applications manual distributed to all Citi Bangkok branch clients

Honours Research Student, Kellogg School of Management, USA

Analysed the effects of firm characteristics, leverage and debt maturity structure on long run US REIT value and performance following the global financial crisis

Research Collaborator, Northwestern University – Department of EECS, USA

Conducted Excel simulations to determine optimal dynamic hedging strategies for European options given adversarial price fluctuations in a regret minimisation framework

Career interests

Investment management; quantitative finance



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Zhiyin Qin [email protected]

University of International Business and Economics, China, BSc (Hons) EconomicsLanguages: Mandarin

Intern, Guosen Securities, China

Developed analytical skills through various types of financial modelling

Analysed financial statements and assisted in the due diligence

Collected working paper

Intern, BWM Group,China

Streamlined cost centre reports process

Assisted with Accounts Payable and audited travel and expense reimbursements

Intern, Ernst & Young, China

Audited numerous PBC lists

Prepared corporate income tax calculation spreadsheets

Researched updates on tax regulations

Intern, China Development Bank, China

Reviewed legal inter-bank contract drafts

Conducted variation analysis of exchange rates

Career interests

Investment banking; asset management; corporate finance; accounting; consulting

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Yijing Pan [email protected]

Peking University, China, BA Management (Major: Accounting); CFA Level 2Languages: Mandarin

Summer Corporate Strategist, Letv, China

Produced a 40-page report on the Internet Banking industry and the feasibility of Letv entering these fields

Conducted research into online video industry and the user habits of different generations

Financial Analyst, Taikang Community Investment Co., Ltd., China

Built financial models to evaluate investment opportunities and make business forecast

Monitored mergers and acquisitions transaction and financial performance of benchmark companies

Prepared weekly business review

Summer Analyst, China Securities Co., Ltd., China

Participated in a CNY650m private placement deal of a chemical enterprise, including industry research and book building

Conducted continuous supervision report for a listed company

Career interests

Corporate finance; private equity; mergers and acquisitions; financial advisory

Nikolina Pericova Czech [email protected]

LSE, UK, BSc (Hons) ManagementLanguages: Czech, Serbo-Croatian, Slovak

Intern, Energo Holding a.s, Czech Republic

Calculation of wages and costs of raw materials

In a team of three, analysed CFs and calculated EBITDA of €3.7m

Intern, LMR Partner llp, UK

Daily reports on movements in the FX market

Virtual portfolio

Intern, Societe Generale, Czech Republic

Shadowed sales and trading employees

Presentation on possible improvements to the e Trading website of KB Prague

Presentation on plausibility of CNB’s proposal to devalue the Czech crown

Career interests

Asset management; private equity; private banking; entrepreneurship

Michal PrauseCzech [email protected]

Charles University in Prague, Czech Republic, BA Economics; University of Massachusetts Lowell, USA, Exchange programme; University of Limerick, Ireland, Exchange programmeLanguages: Czech

Intern, UK Trade & Investment, British Embassy in Prague, Czech Republic

Analysed business opportunities in services, energy and infrastructure in Central and Eastern Europe

Calculated regional export forecasts for individual sectors for UKTI budget purposes

Developed internal metrics on team sector performance of regional offices

Researched inputs for a marketing campaign of the CEE region

Career interests

Management consulting; corporate strategy; venture capital; mergers and acquisitions; private equity



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Ruvin Rafailov [email protected]

University of London, UK, BSc (Hons) Economics and Finance; Higher School of Economics, Russia, BSc (Hons) EconomicsLanguages: Russian

Teacher of Economics, Lyceum #1533, Russia

Prepared class of 12 people for economics contests

Organised teaching process using virtual learning environment

Developed study materials

Director/Creator, ICEF Evening School, Russia

Developed and checked the admission test

Designed the curriculum, coached teachers, devised and checked the final exam

Taught 18 students probability and game theory, macroeconomics

Career interests

Consulting; education; entrepreneurship; investment banking; private equity

Maria Del Mar Rodriguez Spain, Dominican [email protected]

Universidad Iberoamericana, Dominican Republic, BSc (1st Hons) Telecommunications & Computer Engineering; Certified Project Manager; Certified SAP-HANA/BOLanguages: Spanish

Senior Project Manager and SAP-BI Engineer, Centro Cuesta Nacional, DR

Managed 14 teams (150ppl) during one year company-wide retail optimisation project, overhauling/reengineering company processes, reducing overall inventory costs 23%

Created/implemented system, which processes company’s entire purchase budget streaming from vendor negotiations, accountable for annual net income of US$15m

Led companywide implementation of SAP HANA, (first in Latin America) revolutionising company growth by enabling rapid consumption of massive data volumes

Designed business process/system responsible for outsourcing 7,000 employee uniforms nationwide, eliminating US$1.5m in inventory costs and reducing lead times/headcounts of three departments 15%

Career interests

Investment banking; risk management; corporate finance; SAP-BI

Gabriel Roque [email protected]

University of the Philippines, Philippines, BS Business EconomicsLanguages: Filipino

Research Assistant, World Bank, Philippines

Co-wrote policy reform papers, notably on petroleum excise and personal income tax, at the Philippine government’s request

Assisted in preparing the fourth tranche of the bank’s development policy lending programme and the Philippine Economic Update

Research Assistant, Credit Suisse, Philippines

Aided the Head of Research in assessing the investment outlook on Philippine equities and recommending specific stocks

Supported local and offshore salespersons and sales traders in packaging ideas and fulfilling client requests

Provided research support to Asia United Bank’s US$204m IPO and LT Group’s US$912m top-up placement

Member, Runner-up Team, 2014 Institutional Investor Survey Country Ranking

Career interests

International finance; hedge fund; asset management; equity research

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Elena Sachkova [email protected]

University of London, UK, BSc (Hons) Economics & Finance; Higher School of Economics, Russia, BSc (Hons) EconomicsLanguages: Russian

Business Analyst Intern, McKinsey & Company, Russia

Analysed international experience on organisational models for a major client in the transportation industry

Built forecasting models for market size and market share dynamics and presented results to the client

Participated in weekly meetings with client’s top management

Research Intern and Professor’s Assistant, Higher School of Economics, Russia

Managed a research project in behavioural economics (thesis based on the project awarded a mark of 5/5)

Co-developed an extension of a behavioural model for bargaining situations

Marked 40+ home assignments weekly and provided detailed feedback to students

Career interests

Management consulting; strategy; not-for-profit; corporate finance; venture capital

Grace Mengtong Shao [email protected]

University of Wisconsin-Madison, USA, BA Business Administration (Major: Finance)Languages: Mandarin

Summer Intern, Shanxi Securities, China

Actively helped over 26 customers open, close and set up security accounts

Assisted sales managers to introduce our products to potential customers

Finance Intern, Sumitomo Mitsui Banking Corporation (China) Limited, China

Accomplished credit analysis for two clients, composing company overview, industry and financial analysis

Renewed credit application by reevaluating organisation’s performance, reassessing its solvency, and updating ratio analysis

Finance Intern and Wealth Planning Course Programme, ING, Hong Kong

Successfully designed a business plan for a new insurance product and won the 1st Runner Up in the Business Plan Competition

Assisted the design of security portfolios for potential clients by analysing specified bond and stock options and clients’ risk preference

Career interests

Mergers and acquisitions; corporate finance



[email protected]

University of Chicago, USA, BA (Hons) (Majors: Economics, International Studies)Languages: French, Hindi, Punjabi

Associate, Boston Consulting Group, India

Served clients in retail, financial services, industrial goods and social impact sectors

Developed and executed strategies supporting lean and operations, marketing and promotions, market entry, organisation redesign, financial planning and CSR investment

Performed industry landscaping, time-motion study, market research, financial forecasting, project management and report writing

Policy Intern, Planning Commission, India

Proposed roadmap to enhance national manufacturing competitiveness of India

Intern Economist, Ministry of Finance, India

Led microeconomic evaluation of the household level impact of the recession

Edited monthly review of national macroeconomic and financial health

Career interests

Private equity; strategy consulting; asset management; project management

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Yan Liang Tan [email protected]

University of Cambridge, UK, BA (Hons) EconomicsAssociation of Chartered Certified AccountantsLanguages: Mandarin, Japanese

Management Intern, KPMG Corporate Finance, Singapore

Made recommendations in an advisory role by analysing financial statements, comparing key ratios and evaluating companies’ performances with the mergers and acquisitions team

Conducted in-depth research and prepared company profiles and teasers

Career interests

Investment banking; mergers and acquisitions; private equity; hedge fund

Anita [email protected]

Columbia Business School, USA, MBA Finance; City University of New York – Queens College, USA, BA Economics

Equity Research Associate (part-time), JP Morgan, USA

Performed company- and industry-specific analysis for the Mid- and Small-Cap Banks team

Maintained proprietary financial models of select small-cap banks

Analyst, Moore Capital Management, USA

Forecasted USA and global economic indicators to guide firm’s investment decisions

Engaged in real-time economic analysis of market trends for global macro traders

Assessed monetary and fiscal policy developments with a focus on USA and Europe

Career interests

Asset management; private equity; consulting; private banking

Lixuan Su [email protected]

New York University, USA, BA Economics, BA MathematicsLanguages: Chinese

WB-International Graduate, Standard Chartered Bank, China

Supported loan syndication and ABS team

Conducted market sounding and bank meetings

Designed term sheet and hedging strategy

Summer Analyst, Guotai Junan Securities, China

Market evaluation and analysis

Financial consulting on options and stock market investment

Financial consulting on margin trading and short selling

Summer Analyst, Bank of China, China

Market Analysis and financial advising

Evaluation of assets, macroeconomics factors and investment options

Assisted corporate and individual clients to get credit approval

Career interests

Investment banking; corporate finance

Shixu Shi [email protected]

The University of Manchester, UK, BSc (Hons) International Business, Finance and Economics Languages: Chinese

Summer Analyst, BOC International, Hong Kong

Property management services company H-share IPO

Australian beef producer spin-off pitch

Malaysian bank mergers and acquisitions pitch

Summer Analyst, China International Capital Corporation, Shanghai

Television shopping company A-share IPO pitch

Real estate agency company A-share IPO

Auto retail company A-share IPO pitch

Intern, Citibank, Shanghai

Edited the product ‘Business to Business direct debit’ and communicated with various backup teams

Delivered presentations regarding risk participation to CBRC and supply chain finance to P&G

Conducted market research regarding current available remittance products for overseas students

Career interests

Investment banking; private equity industry

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Yabin Tu [email protected]

University of Minnesota-Twin Cities, USA, BSc Finance Supply Chain Ops Mgmt; CFA Level 2Languages: Mandarin

Global Product Coverage Analyst, Cummins – Power Generation Business, UK and USA

Led a Six Sigma project to study market needs and develop warranty programme for alternator LOB

Underwrote and sold extended warranties for global generator LOBs to sustain US$5m profit

Credit Research Intern, RBC Global Asset Management, USA

Researched and produced 12+ credit reports (basic materials, consumer goods, machinery, and pharma) for US$26bn Money Market Fund

Evaluated issuers’ quality in credit matrices and financial models to reduce the fund’s credit risk

Fixed Income Analyst, Carlson Funds Enterprise – University of Minnesota, USA

Co-managed US$18m student fund: formulated portfolio strategies; covered three industrial sectors; successfully pitched credit Clorox Co.

Product Filing Intern, Allianz Life, USA

Validated insurance policies for actuarial department

Career interests

Credit/equity research; asset management; banking; consulting; private equity

Rundong Tang [email protected]

Lancaster University, UK, BSc (Hons) Business Studies;Sun Yat-sen University, China, BSc Business AdministrationLanguages: Mandarin, Cantonese

Intern, People’s Bank of China, China

Institutional clients’ registration; provided guidance on on-site reports and training period reports

Institutions’ annual reports and transaction data analysis

Intern, Deutsche Bank, China

Conducted research and evaluations

Regular or ad hoc internal reporting data analysis, pipeline update and client pitch material preparation

Intern, HSBC, China

Participated in cash management, foreign exchange transactions and treasury product solution

Regular PBOC credit check; evaluated companies’ credit risk

Intern, Rundu Capital, China

Evaluated pharmaceutical companies

Intern, Bank of Montreal, China

Conducted client overall information and industry analysis and researched background information of mergers and acquisitions deals

Career interests

Corporate finance; private equity; venture capital

Stanley Tormey [email protected]

Trinity College Dublin, Ireland, BA Business and Economics; University of Melbourne, Australia, Commerce Exchange ProgrammeLanguages: Irish

Summer Analyst, Mitsubishi UFJ Securities, London, UK

Constructed trade validation workflow documentation and identified control issues

Analysed swaption volatility for Prudent Valuation initiative

Gained in-depth knowledge of bonds, derivatives and REPO trading

Highest score in Financial Training exam (96%)

Commercial Real Estate Intern, Pepper Asset Servicing, Ireland

Conducted due diligence on €3bn Project Stone real estate portfolio

Analysed business plan valuations of non-performing loan portfolios

Business Development Intern, RT Health Fund, Australia

Investigated viability of new insurance products and built relationships with major insurers

Career interests

Debt capital markets; financial markets; corporate finance; investment banking

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Jasper [email protected]

University of Amsterdam, Netherlands, BSc (Hons) Economics and Business; Hong Kong University of Science and Technology, Hong Kong, ExchangeLanguages: Dutch

Private Tutor, Netherlands

Prepared students for exams in e.g. Mathematics and Economics

None of my student failed a single exam in the taught subject after I started to tutor them

Summer Intern, Huawei, China

Completed both a Chinese culture and language training and an ICT and business training programme

One of 15 students selected for this internship with all expenses paid

Payslips controller, Medical Centre Jan van Goyen, Netherlands

Found errors on average in 25 out of 135 payslips each month

Did side projects like invoicing treatments to insurers

Career interests

Asset management; consulting; entrepreneurship; research; venture capital

Sam Vinandy-Lau [email protected]

HEC Lausanne, Switzerland, BSc Economics; Chinese University of Hong Kong, HK SAR, Exchange Programme; FRM Part I; GRE (Verbal: 95th percentile, Quantitative: 94th percentile)Languages: German, French, Luxembourgish

Junior Financial Analyst, BNP Paribas Wealth Management, Luxembourg

Prepared documentation and presentations for investment strategy and client meetings

Managed ad-hoc client requests and questions concerning their portfolios

Trainee, Deloitte Tax & Consulting, Luxembourg

Drafted business case for new service proposal

Performed SWOT analysis for clients

Summer Intern, Ferrero, Financial Reporting, Frankfurt, Germany

Verified budget reports and developed tools to harmonise data across different platforms

Summer Intern, Nord LB, Portfolio Management, Luxembourg

Prepared material for investment management meetings and researched potential investments

Career interests

Corporate finance; financial markets



Yixin Wang [email protected]

The George Washington University, UK, BBA Finance and International BusinessLanguages: Cantonese, Mandarin

Summer Intern, Rui Feng Capital, China

Assisted in launching a US$30m fund for equity investment

Selected and negotiated equity investments

Proposed an investment plan that reduced initial expense by US$1 per share

Summer Intern, Shenzhen Stock Exchange, China

Evaluated the performance of companies in information disclosure and compliance

Monitored, reviewed and documented major corporate events

Summer Intern, Guangzhou Securities, China

Analysed equities in the environment industry and updated client’s portfolio

Produced macroeconomic research reports for the use of other employees

Career interests

Coverage; mergers and acquisitions; equity research; private equity

Yuliang Wang [email protected]

University College London, UK, BSc (Hons) EconomicsLanguages: Mandarin

Equity Research Intern, SWS Research, China

Researched and delivered in-depth reporting on the EV charging station industry in the UK, Japan and France, contributing to the team’s project on the China market

Examined recent major mergers and acquisitions events in the photovoltaic industry and performed comparable valuations

Translated Japanese reports and data to analyse the foreign electric vehicle market

Generated daily reports on the China new energy industry

Summer Intern, Corporate Banking, Development Bank of Singapore, China

Produced reports on the automobile finance industry in China

Assisted in financial analysis of client companies including Ford and Volkswagen for loan offerings

Prepared meeting minutes for weekly meetings

Career interests

Asset management; equity research; private equity; portfolio management

Tuanta Wiraboonchai [email protected]

Kobe University, Japan, BA EconomicsLanguages: Thai, Japanese

Analyst, Sasin Management Consulting, Thailand

Part of advisory team advising clients on corporate governance and leadership

Conducted in-depth interviews including client’s and stakeholders’ senior management

Drafted reports and presentation materials

Intern, SMBC, Thailand

Supported planning division by preparing data for managerial accounting and assisted in analysing the bank performance

Wrote Thailand economy 2013 report for current and potential Japanese investors

Intern, Stock Exchange of Thailand, Thailand

Examined different industry classification standards

Gathered and presented information on Japanese ETF types and performances

Career interests

Asset management; private equity; equity research; entrepreneurship

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Qian Wang [email protected]

Tsinghua University, China, BA Economics and FinanceLanguages: Mandarin, French

Intern, Research sector, China International Capital Corporation, China

Conducted capital market analysis; wrote industry reports

Prepared roadshow materials for potential investors

Intern, Investment Banking Department, China Merchants Securities, China

Followed an IPO process; drafted and corrected pitch books for several companies

Conducted due diligence and assisted in writing prospectus

Intern, Accenture, China

Outlined a transformation strategy for a multinational automobile insurance company

Intern, Loan Department and Retail Business Department, China Merchants Bank, China

Evaluated clients’ risk classifications

Career interests

Investment banking; private equity; consulting

Weilan Wang [email protected]

Purdue University, USA, BS (Major: Actuarial Science, Applied Statistics; Minor: Economics, Management)Languages: Mandarin, Hokkien

Intern, China Merchants Bank, China

Analysed the financial statements, electric bills and water bills to find out the real productivity of more than 20 enterprises

Involved with all aspects of an ¥30m comprehensive credit line project

Intern, NOAH Holdings Limited, China

Participated in the structuring of 10 real estate investment products

Analysed the potential risk of four proposal projects

Followed two ongoing projects

Intern, Yongyue Tech Co.Ltd, China

Assisted in daily operation and regulating financial system to prepare for IPO or buyout

Participated in buyout negotiations

Career interests

Private equity; venture capital; portfolio management; asset management; manufacturing

Xiaokun Charlotte Wang [email protected]

University of Nottingham Ningbo China, BA (Hons) Finance Accounting and Management; University of Nottingham UK, inter-campus exchangeLanguages: Mandarin

Market research intern, Arete consultancy, China

Leading a team of four, structured a Competitor Due Diligence project and made extensive research on and documentation of 12 competitors’ sources of capital, operations, strategies, etc

Informed the strategy development of the company

Credit analyst intern, China Zheshang Bank, China

Facilitated credit granting of over CNY10m by supporting client interviews, preparing for loan contracts and uploading client files on time

Sales Intern, Everbright Securities, China

Participated in risk management by organising and uploading over 100 customer accounts on time

Career interests

Project finance; internet finance/fin-tech



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Sonjia L Yan [email protected]

New York University, USA, BA Economics (Minors: Mathematics, Art History)Languages: Mandarin Chinese, French

Summer Associate, Contemporary Art Partners, USA

Analysed significant drivers of global art market and independently created 15-year dataset

Wrote report on strategies, terms and returns of global art funds and financiers

Economic Research Intern, Ministry of Communications and Information, Singapore

Developed model assessing profitability of business applications of design to inform SG$25m government investment

Compared means of determining ROI for research and development, marketing, design and social investments

Investment Advisory Intern, View from the Peak, USA/Hong Kong

Wrote report evaluating Bitcoin and implications for fin-tech and other industries

Analysed disruptive potential of robotics and 3D printing in Asian markets

Career interests

Venture capital; private equity; financial technology; entrepreneurship; social finance

Ling Yang [email protected]

University of Waterloo, Canada; BMath Actuarial Science/Finance; CFA Level 3Languages: Mandarin

Product Analyst, Manulife Financial, Canada

Designed a liability driven investment strategy for a retail pension fund with C$120m in AUM and generated 10.7% net return

Collaborated with Manulife Asset Management for the efficient allocation of C$400m in assets

Risk Analyst, Manulife Financial, Canada

Analysed duration and earning impacts of real estate purchases and sales on annuity portfolios

Liaised with various Asian trading desks, such as Vietnam, Thailand, China and Singapore, for input to the performance attribution models

Credit Analyst Intern, Manulife Financial, Canada

Analysed several companies’ financial performance and evaluated their internal risk ratings by conducting industry trends

Designed and utilised financial statements models to evaluate Public-Private-Partnerships projects

Career interests

Asset management; portfolio management

Pedro YuHong Kong, [email protected]

Stony Brook University, USA, BS (Summa Cum Laude) Applied Math and Statistics, EconomicsLanguages: Mandarin

Tax Intern, KPMG, Hong Kong

Conducted legal researches for advisory projects on share transfer schemes, antidilution arrangements and income deductibility

Prepared tax returns and legal compliance works for individual and corporate clients

Compiled company information for KPMG’s marketing purposes

Sales Assistant, Dalian Inter-Chemie Co. Ltd., Hong Kong

Conducted marketing research on international trading records of over 70 potential clients

Concluded purchases amounting to 1,200 tons of chemical, and US$900,000

Sales Assistant, Brasilia Commercial Limited, Hong Kong

Organised company marketing projects and arranged clients’ visits to Mainland China

Prepared and organised paperwork for risk management and internal control

Career interests

Asset management; hedge fund; private equity; corporate finance

Tong Yu [email protected]

Nanjing University, China, BEconLanguages: Mandarin

Equity Research Intern, Everbright Securities, China

Researched new energy industries and drafted two equity research reports

Intern, China Development Bank Capital, China

Built FCF model in a £30m mezzanine loan project

Analysed three exit options for an invested company. Made recommendations considering return and risks

Conducted due diligence in three projects

Performed industry research, and interviewed 15 fund managers and directors

Summer Intern, Nanjing Securities, China

Conducted financial analysis, revised bond prospectuses and filed documents in two bond issuance projects

Winter Intern, Ernst & Young, China

Managed over 1,000 bank confirmation letters, and coordinated with clients and banks

Career interests

Private equity; asset management; equity research

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Fu Zheng [email protected]

Zhejiang University, China, BA Economics; National University of Singapore, Exchange ProgrammeLanguages: Mandarin

Associate Consultant, Roland Berger Strategy Consulting, China

Gathered and analysed information to validate hypotheses

Lead the team conduct consumer surveys

Participated in gathering the competitor information

Intern, risk management department, Huaxin Microfinance Ltd., China

Produced drafts of evaluation reports

Pored over papers and interviewed senior staff

Applied model in practice

Intern, Department of Inventory Management, Zheshang Real Estate, China

Monitored procedures of construction materials

Analysed the investment value of Zhejiang private economy

Career interests

Venture capital; entrepreneurship; corporate finance; private equity



Zhiyan Zheng [email protected]

University of Southern California, USA, BA (Hons) (Major: Economics, Psychology; Minor: Business Finance); CFA Level 1Languages: Mandarin, Shanghainese

Equity Research Summer Associate, UBS Investment Bank, Hong Kong

Wrote a 62-page research report on China Personal Hygiene sector and Vinda (3331.HK), and presented to 10 managers

Drafted a one-page note about a mergers and acquisitions announcement, commenting on the reasons and financial impacts of the transaction

Equity Research Summer Associate, Pacific Asset Management, China

Created a 23-page research report on CMGE

Analysed US$50bn Chinese lottery industry by researching 500.com (WBAI.O)

Securities Product R&D Summer Analyst, HSBC Securities Services, China

Researched and composed a 30-page report on broker asset securitisation in China and presented to 33 managers

Career interests

Equity research; mergers and acquisitions; consulting

Jing [email protected]

Central University of Finance and Economics, China, BA International Trade and EconomicsLanguages: Mandarin

Intern, China Industrial Bank, China

Engage in regular financial accounting self-inspection of the Beijing headquarters and 28 branch offices, find out abnormal data, and work out investigation reports that identify, analyse, and explain the problems and offer solution advice

Intern, Deloitte Consulting (Shanghai) Ltd., China

Engaged in Cost Control Advisory Service for branches of HaiDiLao Hotpot’s Supply

Participated in shaping the Supportive Policy plan for NGOs on behalf of State-owned Assets Supervision and Administration Commission (SASAC)

Intern, Deloitte Touche Tohmatsu CPA Ltd., China

Wrote working papers and updated the information of cash, accounts receivable, accounts payable and inventory for three group members

Did financial analysis for the work papers and checked the notes of cash and inventory

Career interests

Asset management; corporate banking; equity research

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© 2015 SAID BUSINESS SCHOOL. PRODUCED BY SAMPSONMAY. COVER PHOTOGRAPHY BY DAVID FISHER; PROFILE PHOTOGRAPHY BY GREG SMOLONSKI.WWW.SBS.OXFORD.EDU

Saïd Business SchoolUniversity of OxfordPark End StreetOxford, OX1 1HPUnited Kingdom

Saïd Business School

Saïd Business School at the University of Oxford blends the best of new and old. We are a vibrant and innovative business school, but yet deeply embedded in an 800 year old world-class university. We create programmes and ideas that have global impact. We educate people for successful business careers, and as a community seek to tackle world-scale problems. We deliver cutting-edge programmes and ground-breaking research that transform individuals, organisations, business practice and society. We seek to be a world-class business school community, embedded in a world-class university, tackling world-scale problems.

Taught Programmes

MBA

Oxford 1+1 MBA

Executive MBA

MSc Financial Economics

MSc in Major Programme Management

MSc in Law and Finance

Diploma in Financial Strategy

Diploma in Global Business

Diploma in Organisational Leadership

Diploma in Strategy and Innovation

BA in Economics and Management

Research Programmes

DPhil Programme in Management Studies

Executive Education

General Management

Oxford Advanced Management and Leadership Programme

Leadership

Oxford Strategic Leadership Programme

Oxford High Performance Leadership Programme

Women Transforming Leadership Programme

Oxford Programme on Negotiation

Corporate Reputation and Executive Leadership Programme

Strategy and Change

Oxford Scenarios Programme

Consulting and Coaching for Change

CIO Academy

Corporate Affairs Academy

Oxford Cyber Risk for Leaders Programme

Finance

Oxford Finance and Corporate Governance Programme

Oxford Chicago Valuation Programme

Oxford Investment Management Programme

Oxford Private Equity Programme

Oxford Real Estate Programme

Oxford Impact Investing Programme

Custom Programmes

http://www.sbs.oxford.edu

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