See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

TG

Tao Gu

Investment Analyst at 绿洲资本
Intro Book
Seasoned finance professional with expertise in Financial Analysis and Corporate Finance.
  • Claim this Profile
Location
Jing'an District, Shanghai, China, CN
Skills
  • Financial Analysis
  • Financial Accounting
  • Corporate Finance
  • Corporate Tax
  • Microsoft Excel
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Tao Gu is a seasoned finance professional with a Master's degree from Columbia University and a Bachelor's degree from City University (GB). He has 4 years of experience as an Investment Analyst at Green Zhou Capital, 7 months at Meritco Services, 1 year at PwC Mainland China and Hong Kong, and 4 months as an Intern at Essence Securities Co., Ltd. He is a CFA Level III Candidate and holds expertise in Financial Analysis, Financial Accounting, Corporate Finance, and more.

Credentials

  • CFA Level III Candidate
    CFA Institute
    Sep, 2018
    - Apr, 2026

Experience

  • 绿洲资本
    • 中国
    • Investment Analyst
      • Apr 2020 - Present
      • 中国

  • Meritco Services
    • 中国
    • Investment Analyst
      • Sep 2019 - Mar 2020
      • 中国

  • PwC Mainland China and Hong Kong
    • Shanghai
    • Consulting Associate
      • Sep 2018 - Sep 2019
      • Shanghai

      Financial Service Industry - Strategy&Operation

  • CICC Investment Management
    • Shanghai City, China
    • Internship
      • Feb 2018 - May 2018
      • Shanghai City, China

      • CICC Genesis Fund• Involved in the decision report for FOF and PE direct investment, and summarized the overview of emerging industries, e.g. new energy auto, TMT.• Responsibilities for FOF: computed the NPV of Venture Capital fund, assisted establish and maintained modelling, and due diligence. Participated in Late Secondary VC fund transactions and budgeted the range of transfer price.• Responsibilities for PE direct investment: built a financial modelling for target company based on forecasts of earnings, and sensitivity analysis.

  • Essence Securities Co., Ltd
    • Shanghai City, China
    • Internship
      • Jul 2017 - Sep 2017
      • Shanghai City, China

      • Equity Research Department – Non-banking industry• Completed insurance industry reports of United States, United Kingdom & Japan, including history, and characteristics. Evaluated profit prediction and enterprise value modelling of leading companies in each country on a regular and sustained basis, by employing Embedded Value method or P/B method.• Participated in Annual Technology Conference of Ping An Insurance Company of China in HongKong, and involved in the valuation project for Ping An Group.

Education

  • 2016 - 2018
    Columbia University in the City of New York
    Master of Science (MSc), Actuarial Science
  • 2013 - 2016
    City University (GB)
    Bachelor's Degree, Accounting and Finance
  • 2011 - 2013
    Ellesmere College
    High School, Mathematics, Further Mathematics, Physics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Venture Capital and Private Equity Principals”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles