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Senior
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0
jobs
Dr
Wei Shi, CFA
,
Experience
Other titles
Skills
I'm offering
valuation, M&A and due diligence
Markets
United Kingdom
Language
English
Fluently
Chinese (Mandarin)
Fluently
Ready for
My experience
2019 - ?
job
Deputy Director of Asset Management Division
Kylin Prime Capital LLP.
Management, Asset Management
2019 - 2019
job
Fund Manager
unknown.
Managing and overseeing funds in various jurisdictions from fund establishment, investment assessment, client
on-boarding, and performance reporting
• Performing risk appetite assessment, multi-asset class selection, and transaction terms negotiation for HNWI
• Designing and building financial models for various purposes such as taxation calculation, portfolio return
calculation, and financial budgeting and forecasting
• Assisting sales and marketing team with product promotion, client relationship build-up and maintenance
on-boarding, and performance reporting
• Performing risk appetite assessment, multi-asset class selection, and transaction terms negotiation for HNWI
• Designing and building financial models for various purposes such as taxation calculation, portfolio return
calculation, and financial budgeting and forecasting
• Assisting sales and marketing team with product promotion, client relationship build-up and maintenance
Marketing, Forecasting, Sales, Assessment, Performing, Manager, UP
2018 - 2018
freelance
Mergers and Acquisitions Consultant
AON PLC.
Conducted comprehensive company, industry, market and competitor research and proposed potential deal
targets to senior management
• Analysed targets' financial statements and management presentations and built valuation models
• Coordinated and implemented due diligence for potential transactions
targets to senior management
• Analysed targets' financial statements and management presentations and built valuation models
• Coordinated and implemented due diligence for potential transactions
Research, Management, Due Diligence
2016 - 2018
job
Valuation Analyst
Duff & Phelps Ltd.
Conducted quarter and annual portfolio valuation analyses including both equity and debt positions for various
well recognised funds across the world
• Designed and worked with financial models to tackle complex engagements such as management incentive
plan pricing, and option pricing analyses
• Analysed and evaluated key financial ratios and projected future business data
• Communicated with and presented to high-profile clients such as the C suite
• Prepared large volume of high quality reports for multiple projects and maintained tight deadlines
well recognised funds across the world
• Designed and worked with financial models to tackle complex engagements such as management incentive
plan pricing, and option pricing analyses
• Analysed and evaluated key financial ratios and projected future business data
• Communicated with and presented to high-profile clients such as the C suite
• Prepared large volume of high quality reports for multiple projects and maintained tight deadlines
C, Management, Analyst
2015 - 2016
job
Senior Associate
Deloitte LLP.
2014 - 2015
job
Associate
unknown.
2013 - 2014
freelance
Freelance Financial Analyst
unknown.
Worked as part of diverse teams of Integrity Due Diligence, Enhanced Due Diligence and risk compliance
projects
• Communicated with high-profile clients such as hedge fund managers and company board members assisting
them to satisfy the regulatory requirements
• Ranked No.1 among all the freelancers in both quality and quantity of reports and was invited to join Deloitte
as a full-time employee
Award: Limelight award for completing a large number of projects within very tight deadlines
projects
• Communicated with high-profile clients such as hedge fund managers and company board members assisting
them to satisfy the regulatory requirements
• Ranked No.1 among all the freelancers in both quality and quantity of reports and was invited to join Deloitte
as a full-time employee
Award: Limelight award for completing a large number of projects within very tight deadlines
Financial analyst, Due Diligence, Compliance, Analyst, Regulatory
My education
University of Bath
Doctorate, Full (Minor in Mergers and Acquisitions)
Doctorate, Full (Minor in Mergers and Acquisitions)
Cardiff University
MSc, International Economics Banking and Finance (Minor in Econometrics)
MSc, International Economics Banking and Finance (Minor in Econometrics)
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