Junwen Rebecca Du
Richmond,BC
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Portfolio Manager
Gigafast Investment Inc
08.2019 - 11.2023
- Contributed to managing a ¥4 billion AUM hedge fund, achieving a 25% annualized return from 2019 to 2022
- Developed and maintained financial models based on publicly available data to derive valuation metrics
- Evaluated investment opportunities by analyzing cash flow, NPV, and IRR of potential target company
- Examined and analyzed financial data by calculating financial ratios, reviewing financial statements, evaluating risks, performance, financial position, and comparing the underlying company’s financial performance with industry peers
- Conducted fundamental and industry research, wrote, published, and consistently updated research reports
- Facilitated comprehensive client onboarding, assessing financial goals and risk tolerance through regular detailed consultations
- Evaluated fund’s performance and monitored risk daily, prepared quarterly and annual reports for investors.
Financial Analyst
Huawei Technologies Hong
12.2018 - 05.2019
- Enabled successful cross-border sales transactions in Asia Pacific and Latin American regions using Letters of Credit
- Implemented robust risk mitigation strategies, including creating an approved bank whitelist, assigning ratings to banking groups and incorporating regional risk assessments, ensuring a 100% success rate in accounts receivable collection
- Conducted accounting and tracking for accounts receivable in treasury system, reported to reginal manger monthly.
Investment Analyst
Huawei Technologies
01.2018 - 12.2018
- Assisted in managing the investment of Huawei’s corporate cash assets, AUM over $10 billion
- Analyzed macroeconomic factors and the impact of central bank policies on wealth management products, money market funds and bonds, adjusting the portfolio accordingly
- Led the introduction of new products into portfolio, worked alongside accountants, legal, front desk, and IT
- Responsibilities encompassed conducting research, opening accounts, designing trading processes and tools, and presenting for approval
- Facilitated the automated gathering and visual presentation of investment data, improving performance tracking efficiency.
Education
Bachelor of Arts - Economics and Mathematics
University of British Columbia
Skills
- Annual Performance Reviews
- Developing Proposals
- Analyzing Investment Opportunities
- Exposure Management
- Financial Analysis
- Due Diligence
- Data Analytics
- Portfolio Optimization
- Quantitative Analysis
- Wealth Management
- Fundamental Analysis
- Risk Management
Accomplishments
- Successfully passed all four LLQP (Life License Qualification Program) exams skills
- Languages English (Fluent); Mandarin (Native)
- IT Microsoft Office; SQL; Excel VBA; Power BI; Stata; MATLAB; Bloomberg Terminal; financial modeling
Certification
Investment Funds in Canada (IFC)
CFA Charterholder
Timeline
Associate Portfolio Manager
Gigafast Investment Inc
08.2019 - 11.2023
Financial Analyst
Huawei Technologies Hong
12.2018 - 05.2019
Investment Analyst
Huawei Technologies
01.2018 - 12.2018
Bachelor of Arts - Economics and Mathematics
University of British Columbia
Investment Funds in Canada (IFC)
CFA Charterholder
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