Junwen Huang

Wealth Management Intern at China Securities Company Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Clackamas, Oregon, United States, US
Languages
  • Chinese（Mandarin） Native or bilingual proficiency
  • Chinese（Cantonese） Native or bilingual proficiency
  • English Full professional proficiency

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Credentials

  • Bloomberg Market Concepts(BMC)
    Bloomberg
    Oct, 2022
    - Nov, 2024
  • Group 1.Social / Behavioral Research Investigators and Key Personnel
    CITI Program
    Feb, 2022
    - Nov, 2024

Experience

  • China Securities Company Limited
    • China
    • Investment Banking
    • 1 - 100 Employee
    • Wealth Management Intern
      • Jul 2023 - Present

  • Center for Marketing & Consumer Insights
    • United States
    • Market Research
    • 1 - 100 Employee
      • Sep 2022 - Present

      • Led multiple research projects for clients including Oregon Industrial Hemp enterprises, and professors.• Assist clients in conducting industry analysis and creating financial and market research surveys/reports.• Provide the organization with the latest updates on news, incentive plans, and legal changes in various industries on a weekly basis.

      • Oct 2021 - Sep 2022

  • Oregon State Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Analyst
      • Oct 2022 - Present

      • Conducted extensive research and applied various analytical techniques including DCF, DuPont Analysis, financial statements, and historical data to assess large-cap/global stocks. • Delivered compelling presentations and crafted persuasive pitches to the team regarding the portfolio's buy/hold/sell recommendations. (Our group currently manages approximately $4.3 million) • Prepare comprehensive reports detailing the findings and insights gained from the analysis of the stocks. • Conducted extensive research and applied various analytical techniques including DCF, DuPont Analysis, financial statements, and historical data to assess large-cap/global stocks. • Delivered compelling presentations and crafted persuasive pitches to the team regarding the portfolio's buy/hold/sell recommendations. (Our group currently manages approximately $4.3 million) • Prepare comprehensive reports detailing the findings and insights gained from the analysis of the stocks.

  • Oregon State University
    • Higher Education
    • 700 & Above Employee
      • Mar 2022 - Mar 2023

      • Spearheaded the management of a 20+ member Association, responsible for overseeing day-to-day operations and long-term strategic for the Organization.• Successfully secured 7+ sponsor deals, netting a total of 15k+ USD in sponsorship funds for the Organization.• Contributed to the Student Union's success in holding five large-scale events, with a turnout averaging 150 attendees per event.• Demonstrated exceptional coordination skills, overseeing work across 5 departments to ensure teams remained on track with the association's overarching goals.• Collaborated with the Chinese Embassy to support the local Chinese community and promote Chinese culture within the university. Show less

      • Oct 2021 - Mar 2022

Education

  • Oregon State University
    Bachelor's degree, Finance, General
    2021 - 2025
  • Clackamas High School
    High School Diploma, 3.3 GPA
    2019 - 2021

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