You W.

Senior Consultant, Sustainability Equity Finance

Avatar placeholder
Munich, Germany

Experience

Jan 2025 - Present
1 year
Munich, Germany

Senior Consultant, Sustainability Equity Finance

Siemens Financial Services

  • Conducting sustainability due diligence for infrastructure investment in energy transition area
  • Supporting fund origination
  • Building and training AI tools to increase team’s work efficiency
  • Conducting investment industry research as thought leadership
Jan 2024 - Dec 2024
1 year
Munich, Germany

MBA Summer Investment Analyst

Golding Capital Partners

  • Reported directly to CEO in a project to find out potential M&A opportunities for the company, covering asset managers in Western Europe and Nordics
  • Conducted due diligence on primary fund investment opportunity of an EUR 800m buyout fund focusing in food & beverage industry, helping investment committee to make decisions
  • Conducted due diligence on a private debt fund with USD 2b size focusing on software and business service industry, analyzing deal LTV, debt leverage, ARRs, EBITDA value creation and YTAL, especially for covenant light deals
  • Monitored existing portfolio ESG data and maintained internal benchmarking databases
Jan 2022 - Dec 2023
2 years
Munich, Germany

Fund Due Diligence Lead

CEPRES GmbH

  • Built a team of 6 people and supervised team to do fund due diligence and portfolio monitoring
  • Set up and implemented ESG data framework for 2 pension fund clients to generate annual ESG investment report
  • Monitored revenue growth, profitability improvement and multiple expansion for more than 100 LBO deals, helping fund investors to evaluate portfolio growth and ensure the investment performance
Jan 2020 - Dec 2021
2 years
Munich, Germany

Private Markets Senior Associate

CEPRES GmbH

  • Served 4 fund of fund managers by delivering asset allocation, portfolio monitoring and due diligence data analysis
  • Represented pension funds and family offices to communicate with more than 50 fund managers to collect investment data for analysis
  • Examined over 2,000 M&A deals data in media and sport industry for consulting projects, based on which the Bain Company decided to initiate a partnership with us
Jan 2019 - Dec 2019
1 year
Munich, Germany

Investment Data Analyst

CEPRES GmbH

  • Built cash flow models and analyzed return & risk of more than 40 funds
  • Examined investment reports of more than 300 deals across buyout, private debt and infrastructure asset classes
Jan 2018 - Dec 2018
1 year
Shanghai, China

Private Equity Analyst Intern

The CID Group

  • Performed analysis and financial modelling for 3 VC and growth stage of deals
  • Advised transaction of 5 million RMB of a company in healthcare industry

Skills

  • Excel
  • Ppt
  • Python
  • Power Bi

Languages

Chinese
Native
German
Advanced
English
Advanced

Education

Aug 2023 - Dec 2024

INSEAD

MBA · Management · Fontainebleau, France

Oct 2017 - Sep 2020

LMU München

MSc in Management · Management · Munich, Germany · German GPA 1.95, first class

Sep 2010 - Jun 2015

Shanghai Jiao Tong University

Bachelor of Architecture · Architecture · Shanghai, China · Chinese GPA 3.55, first class

Need a freelancer? Find your match in seconds.
Try FRATCH GPT
More actions

Similar Freelancers

Discover other experts with similar qualifications and experience

Sarah G.
Sarah G.

Blockchain, AI & Digital Transformation

View Profile
David T.
David T.

Management Consultant

View Profile
Harald B.
Harald B.

Managing Partner

View Profile
Jan-christoph W.
Jan-christoph W.

Owner / Business Consultant

View Profile
Marc W.
Marc W.

Supplier Management, Supply Chain Risk & Resilience

View Profile
Hans B.
Hans B.

CFRO

View Profile
Kuno W.
Kuno W.

Managing Director

View Profile
Heiko H.
Heiko H.

Senior Advisor and Strategic Project Manager

View Profile
Alexandru M.
Alexandru M.

Project Manager

View Profile
Michael S.
Michael S.

Independent Consultant

View Profile
Rafael M.
Rafael M.

Interim Director of Finance

View Profile
Daniel S.
Daniel S.

Engineer for planning district heating projects under HOAI LP 1-9

View Profile
Michael S.
Michael S.

Functional Engineer EMEA

View Profile
Andreas G.
Andreas G.

Head of Controlling (ad interim)

View Profile
Viola R.
Viola R.

Interim Finance & Controlling Management

View Profile
Maximilian T.
Maximilian T.

Controlling Consultant

View Profile
Andreas F.
Andreas F.

Chief Transformation Officer – Special Machinery, Equipment and Services

View Profile
Christian W.
Christian W.

Founder and Managing Director

View Profile
Athanasios S.
Athanasios S.

Senior Manager

View Profile
Juliane S.
Juliane S.

Founder & CEO

View Profile
Dominik H.
Dominik H.

Interim Management and Consulting

View Profile
Denis S.
Denis S.

Interim & Sustainability Manager

View Profile
Christoph D.
Christoph D.

Investor, Shareholder, Member of the Board of Directors

View Profile
Karan B.
Karan B.

Partner & Co-founder

View Profile
Markus W.
Markus W.

Operations Consultant and Management Coach

View Profile
Lars B.
Lars B.

Owner

View Profile
Christoph J.
Christoph J.

Buy-Side Carve-out Advisory

View Profile
Georg W.
Georg W.

Interim CFO

View Profile
Rodolfo Mariano R.
Rodolfo Mariano R.

Former Executive at Top-10 PERE Firm

View Profile
Michael H.
Michael H.

Certified Trainer

View Profile