Charlie Wang
Summary
Experienced alternative investment professional in the insurance sector, with proven success in project implementation, client relations, and compliance with rules & regulations.
Overview
12
12
years of professional experience
Work History
Senior Manager
China PICC Asset Management Company
06.2021 - Current
- Proficient in alternative investment management, including strategy formulation and execution.
- Responsible for the self-initiate and investment implementation of alternative investment projects in insurance asset management, including debt investment plans, trust projects and ABS products. Successfully managing over 20 projects with a combined scale of over 30 billion yuan.
- Managed the entire process of alternative investment projects, including due diligence, client communication and negotiation, transaction scheme design, and internal investment review committee presentations.
- Accumulated a significant portfolio of financing client resources, demonstrating strong professional capabilities in designing and implementing alternative investment projects compliant with regulatory policies.
- Demonstrated capability in sourcing and securing alternative investment opportunities, dynamically adapting to market shifts and trends.
- Provided detailed and comprehensive market analyses, including fundamental, quantitative, and strategic insights, to the senior management team.
Financial Markets Department, Senior Manager
China Merchants Ping An Asset Management Co., Ltd.
08.2017 - 07.2020
- Investment and Financing Channel Cooperation: Established relationships and implemented project collaborations with various banks, insurance companies, trusts, securities and exchanges, circulating the company's investment in ABS and other assets, designing transaction schemes and corresponding products, implementing multi-channel financing.
- Alternative Asset Fund Cooperation: Jointly established a alternative asset fund (1.8 billion yuan) with Yuecai Asset Management Company, coordinated risk compliance personnel from both parties to modify and improve cooperation agreements, facilitating and deepening the cooperation between two major asset management companies in the Guangdong region.
- Asset Securitization Cooperation: Established in-depth asset securitization cooperation with ICBC, ABC, CBC, CITIC Bank, Guangfa Bank, and China Merchants Securities, invested in ICBC's non-performing asset ABS subordinated shares (300 million yuan), CBC's non-performing ABS subordinated shares (62 million yuan), and China Construction Fourth Bureau's accounts receivable ABS subordinated shares, participated in multiple ABS product bids and analysis.
Financial Institutions Department, Manager
CGB (Guangfa Bank), Head Office
08.2014 - 08.2017
- Formulated the bank's interbank customer management processes and standards, set criteria for interbank customer, reviewed internal ratings of over 400 head office institutional clients.
- Managed the credit control of financial institutional clients across the bank, authored interbank customer management analytical reports, promoted interbank business development, liaised with regulatory authorities.
Financial Institutions Department, Client Manager
Bank Of China, Shanghai Branch
07.2012 - 08.2014
- Managed the development and maintenance of financial institutional relationships, responsible for promoting and assisting operational units in carrying out domestic and foreign currency interbank placements, interbank loans, and non-standard investments.
- Enhanced client relationships by providing personalized alternative investment solutions tailored to their needs，organized and led engaging educational seminars.
Education
Master of Arts - International Finance
CUFE（Central University of Finance And Economics）
06.2012
Skills
- Comprehensive experience in due diligence, client negotiations, and transaction structuring
- Proficient in navigating internal investment review processes and compliance requirements
- Demonstrated capability in sourcing and securing alternative investment opportunities
- Competent in accumulating and managing financing client resources
- Adept at developing regulatory policy-compliant alternative investment projects
- Excellent communication, analytical, and problem-solving skills
Timeline
Senior Manager
China PICC Asset Management Company
06.2021 - Current
Financial Markets Department, Senior Manager
China Merchants Ping An Asset Management Co., Ltd.
08.2017 - 07.2020
Financial Institutions Department, Manager
CGB (Guangfa Bank), Head Office
08.2014 - 08.2017
Financial Institutions Department, Client Manager
Bank Of China, Shanghai Branch
07.2012 - 08.2014
Master of Arts - International Finance
CUFE（Central University of Finance And Economics）
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