Bowei Chen
Senior Manager of Business Analysis at JDT- Claim this Profile
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English Professional working proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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CFA level 3 passed
CFA InstituteAug, 2017- Nov, 2024
Experience
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JDT
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China
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IT Services and IT Consulting
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300 - 400 Employee
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Senior Manager of Business Analysis
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Dec 2018 - Present
• 根据业务发展进行行业及商业模式研究,为业务提出发展规划、运营改善策略、市场进入策略等,并生成专项报告,覆盖线下渠道建设、聚合支付扩展、教育商户分析、汽车业务规划、APP游戏化运营等专题; • 追踪现有业务指标,为业务线提供运营建议并及时发现问题,同时提供预测、预算、KPI等支持工作; • 与体系内业务部门、战略部等合作,完成整体战略规划及关键指标拆解等事项。 部分工作成果: (1)完成美股支付公司Square的同业分析,并对聚合支付行业后续发展路线做出规划。经梳理后明确该部分打法,并确定聚合支付结合SaaS服务的B2B2C战略,进一步确定了相关业务未来的发展方向; (2)对行业内游戏化运营的方式进行研究,在梳理清该模式的战略意义及关键要素后,结合行业内主流玩家的运营策略,提炼出了游戏化运营思路,对后续APP内部的游戏化运营形成了较大影响。 京东数科青藤人才 • 根据业务发展进行行业及商业模式研究,为业务提出发展规划、运营改善策略、市场进入策略等,并生成专项报告,覆盖线下渠道建设、聚合支付扩展、教育商户分析、汽车业务规划、APP游戏化运营等专题; • 追踪现有业务指标,为业务线提供运营建议并及时发现问题,同时提供预测、预算、KPI等支持工作; • 与体系内业务部门、战略部等合作,完成整体战略规划及关键指标拆解等事项。 部分工作成果: (1)完成美股支付公司Square的同业分析,并对聚合支付行业后续发展路线做出规划。经梳理后明确该部分打法,并确定聚合支付结合SaaS服务的B2B2C战略,进一步确定了相关业务未来的发展方向; (2)对行业内游戏化运营的方式进行研究,在梳理清该模式的战略意义及关键要素后,结合行业内主流玩家的运营策略,提炼出了游戏化运营思路,对后续APP内部的游戏化运营形成了较大影响。 京东数科青藤人才
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凯联(北京)投资基金管理有限公司
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China
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Business Consulting and Services
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1 - 100 Employee
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Investment manager
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Jul 2018 - Sep 2018
• 根据公司投资意向寻找项目并进行筛选,对合格的项目进行分析并撰写相关文件。项目分析内容包括宏观、行业及公司经营等方面,并结合项目的估值以及未来的后续退出等因素,对项目进行综合评估。 • 对TMT行业、国际教育产业进行分析,撰写行业分析报告。 • Searched for and screened companies according to the investment requirement of fund, and conduct the industrial and financial analysis on the target company; provided investment advices for the investment committee • Conduct the fundamental analysis on TMT and education industries, and finished reports based on the industrial research • 根据公司投资意向寻找项目并进行筛选,对合格的项目进行分析并撰写相关文件。项目分析内容包括宏观、行业及公司经营等方面,并结合项目的估值以及未来的后续退出等因素,对项目进行综合评估。 • 对TMT行业、国际教育产业进行分析,撰写行业分析报告。 • Searched for and screened companies according to the investment requirement of fund, and conduct the industrial and financial analysis on the target company; provided investment advices for the investment committee • Conduct the fundamental analysis on TMT and education industries, and finished reports based on the industrial research
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北京市国有资产经营有限责任公司
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1 - 100 Employee
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Associate
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Jul 2017 - Jun 2018
• 独立完成研究报告(涉及教育、体育以及TMT行业),内容主要包括宏观分析、行业分析、业内重点公司分析,并根据上述分析结果出具投资观点。 • 对参股控股项目进行管控,协助子公司有效地执行公司战略,并就子公司的经营及发展提出建议。 • 关注行业变化,根据项目需要完成财务测算。 • Finished the industrial reports (education/sports/TMT), including macro environmental analysis, industrial analysis and company analysis; assisted the department in making business decision • Supervised and supported the operation of subsidiaries; provided the strategic advices for the subsidiaries • Conducted the financial forecast for the project Show less
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GF Securities
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China
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Financial Services
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400 - 500 Employee
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Intern at Debt Underwrtting Department
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Sep 2016 - Dec 2016
• 根据公司企业客户的自身情况,以及债券发行市场的市场环境,为客户提供相应的债券融资方案设计。方案包括债券发行种类的选择、债券发行的年限以及利率等内容。 • 通过使用Wind软件以及与债券发行方交流等方式,来收集公司财务、行业情况及公司经营等信息。完成对发行方的财务分析和基本面分析。撰写项目立项报告,并回答审核人员针对项目可能存在的风险所提出的问题。 • 根据尽职调查结果以及其它债券发行相关信息,撰写募集说明书等文件。 • Made the debt-financing plan according to the environment of bond market and conditions of customer; finished financing proposal and answered questions from risk management department • Searched for the information about companies, and conducted the financial and fundamental analysis • Finished the bond prospectus based on the due diligence and other information Show less
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CCB Capital
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Beijing City, China
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Intern at Investment Banking Department/Capital Management Department
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Jun 2015 - Aug 2015
• 通过wind软件搜集企业财务报表,分析公司财务状况并发现潜在的资产证券化客户。 • 根据组内成员提供的项目相关资料,撰写资管计划尽职调查报告。 • 更新并整理公司内资管业务的风险排查表。 • Conducted the financial analysis and searched for the potential customers of ABS • Finished the due diligence report based on the materials provided by team members • Created and updated the risk management table for asset management projects • 通过wind软件搜集企业财务报表,分析公司财务状况并发现潜在的资产证券化客户。 • 根据组内成员提供的项目相关资料,撰写资管计划尽职调查报告。 • 更新并整理公司内资管业务的风险排查表。 • Conducted the financial analysis and searched for the potential customers of ABS • Finished the due diligence report based on the materials provided by team members • Created and updated the risk management table for asset management projects
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Education
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University of Sydney
Master's degree, Accounting and Finance -
Beijing University of Technology
Bachelor's degree, Computer Science