You W.
Senior Consultant, Sustainability Equity Finance
Experience
Jan 2025 - Present
11 monthsMunich, 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 yearMunich, 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
- Due diligence on primary fund investment opportunity of an EUR 800m buyout fund focusing in food & beverage industry, helping investment committee to make decisions
- 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 maintaining internal benchmarking databases
Jan 2022 - Dec 2023
2 yearsMunich, 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 yearsMunich, 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 yearMunich, 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 yearShanghai, 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
Languages
Chinese
NativeEnglish
AdvancedGerman
IntermediateEducation
Jan 2025 - Dec 2025
INSEAD
MBA · Fontainebleau, France
Oct 2017 - Jun 2020
LMU München
MSc in Management · Munich, Germany
Oct 2010 - Jun 2015
Shanghai Jiao Tong University
Bachelor of Architecture · Shanghai, China
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