Jiaxin Wan
Irvine,CA
Summary
As a dynamic financial analyst, I bring a unique blend of analytical rigor, strategic thinking, and cross-cultural fluency to the world of finance. My journey in finance has been marked by hands-on experience at Actuarial Management Corporation in Laguna Niguel, where I've honed my skills in mathematical modeling and portfolio management. I thrive on the dynamic nature of financial markets, constantly seeking opportunities to refine trading strategies and identify market trends. Driven by a thirst for knowledge and an unwavering commitment to excellence, I am eager to explore new opportunities for growth, collaboration, and strategic financial decision-making.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Financial Analyst
Actuarial Management Corporation
02.2023 - Current
- Developed and updated mathematical models, including valuation discrepancies, and extracted daily market data for trading preparation
- Implemented changes to enhance existing models and improved the current trading strategy through market analysis
- Initiated and proposed new research ideas in response to abnormal modeling results, collaborating with the partner team to develop new strategies
- Managed a portion of investment portfolios, including rebalancing, communication with the Treasurer to maintain cash liquidity, monitoring market volatility, and identifying potential market anomalies
- Obtained data from custodians and prepared paperwork for monthly and quarterly clients' financial reports, reconciling discrepancies in the process
- Discussed and reported results with the partner team and internal management team.
Remote Part-time Assistant, Investment Banking Division
CITIC Securities
08.2019 - 09.2019
- Conducted an industrial analysis of the soft outfit market, covering market scale, development trends, industry news and hotspots, and drafted analysis report
- Reviewed investment project reports and understood the content and patterns of such reports
- Assisted in the due diligence process for a confectioner and a soft decoration and furniture company as part of a collaborative group effort.
Financial Manager Assistant
Pingan Bank Nanchang Branch
07.2018 - 08.2018
- Introduced suitable financial products and latest financial information to customers, maintained customer relationship and developed new customers, promoted bank's financial products
- Processed basic business services, such as opening an account, deposit, withdraw cash, and credit card activation.
Education
Master of Science in Finance -
Simon Business School, University of Rochester
Rochester, NY 08.2021 - 05.2022
Bachelor of Science in Business Economics - undefined
University of California, Irvine (UCI)
Irvine, CA 09.2017 - 05.2021
Skills
EViews
Python
SQL
Excel VBA
Completed CFA Level 1 in 2023
Financial Modeling
Statistical Analysis
Report Preparation
Investment Analysis
Finance
Forecasting trends
Research Activities
Employee Satisfaction: The Market's Undervalued Asset (01/2022-05/2022):
- Collaborated with a team of six to analyze the impact of employee satisfaction on stock market performance, utilizing data from Fortune 100's Great Place to Work and Yahoo Finance (2016-2021). Initiated the project with an in-depth review of scholarly articles to establish the hypothesis's feasibility and relevance.
- Employed Excel and Python for data analysis, focusing on public companies to access stock information. Conducted comprehensive industry research to ensure accurate benchmarking and portfolio validation.
- Managed data cleaning and synchronization processes, ensuring accurate timeline alignment for stock return data from Yahoo Finance.
- Developed and implemented three investment strategies based on annual employee satisfaction rankings, including equal-weighted and ranking-weighted portfolios for one- and two-year holdings. Performed back-testing against market benchmarks like the S&P 500 to identify potential alpha.
- Found 3.3% year-to-year excess return against the market for the last 6 years. Proved market's inaccurate valuation of ESG in investment.
Timeline
Financial Analyst
Actuarial Management Corporation
02.2023 - Current
Master of Science in Finance -
Simon Business School, University of Rochester
08.2021 - 05.2022
Remote Part-time Assistant, Investment Banking Division
CITIC Securities
08.2019 - 09.2019
Financial Manager Assistant
Pingan Bank Nanchang Branch
07.2018 - 08.2018
Bachelor of Science in Business Economics - undefined
University of California, Irvine (UCI)
09.2017 - 05.2021