Jiadi Wu
New York,NY
Summary
Combining a background in finance with expertise in enterprise risk management, versatility characterizes professional profile, complemented by extensive internship experience. Grounded in a robust foundation of knowledge and problem-solving abilities, adaptability and rapid learning fuel growth, fostering valuable insights across the insurance, funds, and securities industries. Embracing high responsibility and drive, embody a team-oriented approach, swiftly adapting to new environments while exhibiting a sociable, optimistic demeanor.
Overview
3
3
years of professional experience
Work History
Intern
China Securities Co., Ltd., Shijiazhuang Branch
07.2022 - 08.2022
- Familiarized securities market dynamics, financial product intricacies, and CSRC regulations, ensuring adherence to self-discipline guidelines.
- Supported quantitative and manager research team with report production and database maintenance; took part in simulation of stock trading and analysis of Candlestick chart.
- Analyzed client's needs, risks and advantages/disadvantages of various client investment opportunities in light of client's individual financial circumstances, identified cross-sell opportunities and made appropriate referrals.
- Maintained close connection with 5+ clients and promoted innovative businesses such as margin trading, share price index futures, and targeted wealth management etc..
Intern
Jianbang Fund Equity Investment Fund Management Co
11.2021 - 06.2022
- Participated in due diligence of proposed investment projects and issued corresponding financial analysis reports
- Prepared for daily meetings and proposed feasible suggestions based on detailed financial analysis.
- Partnered across teams to develop strategies for clients, reported variances and initiated corrective actions; prepared client presentations.
- Gathered and analyzed financial data, built detailed financial models to evaluate performance under various operating scenarios and to estimate impacts of different capital structures.
Part-time Assistant
New Chain Life Insurance Co., Ltd.
08.2019 - 09.2019
- Improved salesman's achieved business volume, mastered their current needs and problems and complete insurance premium task in specific business areas based on company's policies and node arrangement.
- Identified tracking gaps through statements to settle profit points, and timely followed those with small gap between basic salary and performance gaps.
Education
Master of Science - Enterprise Risk Management
Columbia University in The City of New York
New York, NY05.2024
Bachelor of Science - Finance
Auburn University
Auburn, AL05.2021
Skills
- Bilingual(Chinese and English)
- Skilled use of office software
- Python
- Problem-Solving
- Fast Learner
- Multitasking and Organization
Timeline
Intern
China Securities Co., Ltd., Shijiazhuang Branch
07.2022 - 08.2022
Intern
Jianbang Fund Equity Investment Fund Management Co
11.2021 - 06.2022
Part-time Assistant
New Chain Life Insurance Co., Ltd.
08.2019 - 09.2019
Master of Science - Enterprise Risk Management
Columbia University in The City of New York
Bachelor of Science - Finance
Auburn University
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