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Wang C. is a seasoned investment banking professional with expertise in Mergers and Acquisitions, finance, and financial modeling. With a strong educational background in accounting and finance, Wang C. has honed their skills through various roles at top firms such as PwC, Morgan Stanley, and Jonathan Nina & Co Capital Ltd.

Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Jun, 2024
    - Apr, 2026
  • WW IQ Test Certificate
    WW.IT-IQ Training & Solutions
    Jun, 2024
    - Apr, 2026
  • Financial Modeling & Valuation Analyst (FMVA) ®
    Corporate Finance Institute® (CFI)
    Mar, 2024
    - Apr, 2026
  • Financial Planning & Wealth Management (FPWM)™
    Corporate Finance Institute® (CFI)
    Nov, 2023
    - Apr, 2026
  • Full Member
    Hong Kong Institute of Certified Public Accountants
    May, 2023
    - Apr, 2026
  • The Law and Economics of Mergers and Acquisitions
    The London School of Economics and Political Science (LSE)
    May, 2023
    - Apr, 2026
  • J.P. Morgan Investment Banking Virtual Experience Program
    J.P. Morgan
    Mar, 2023
    - Apr, 2026
  • Full Member
    CPA Australia
    Jul, 2020
    - Apr, 2026
  • Associate Chartered Accountant, ACA
    ICAEW
  • Candidate (level 1)
    CFA Institute
  • Full Member
    Chartered Accountants Australia and New Zealand

Experience

  • Jonathan Nina & Co Capital Ltd
    • Sydney, New South Wales, Australia
    • Investment Banking Analyst
      • Jan 2023 - Present
      • Sydney, New South Wales, Australia

      - Assisted clients finance via ECM and DCM- IPO advisory services (HKEX, SGX, ASX and NASDAQ)- Mergers and acquisition, with a general industrials, technology, real estate and financial sponsors focus- Undertook financial analysis for M&A and capital market solutions

  • Morgan Stanley
    • Hong Kong SAR
    • Investment Banking Summer Analyst
      • Jun 2024 - Present
      • Hong Kong SAR

  • ZENRG Finance Pty Ltd
    • Sydney, New South Wales, Australia
    • Finance Intern
      • May 2024 - Jun 2024
      • Sydney, New South Wales, Australia

      - Input mortgage-related data into salesforce system- Verified and cross-checked documents such as income statements, credit reports, and property appraisals to ensure alignment with entered data- Supported senior brokers in preparing presentations for client meetings- Collaborated with other departments or teams within the organization, such as underwriters, loan officers, and processors, to ensure a smooth flow of information and documentation- Provided exceptional customer service and resolved customer inquiries- Handled financial transactions and maintained accurate records

  • PwC
    • Hong Kong SAR
    • Senior Associate - Institutional Group
      • Jun 2021 - Jan 2023
      • Hong Kong SAR

    • Belgium
    • Accounting
    • 700 & Above Employee
    • Senior Associate
      • Oct 2019 - Jun 2021

    • Associate
      • Jan 2018 - Sep 2019

Education

  • Chartered Accountants Australia and New Zealand
  • Macquarie University
    Bachelor of Commerce - BComm, Professional Accounting
  • 2023 - 2024
    The Institute of International Studies (TIIS)
    Master of Professional Accounting (MPA), Accounting
  • 2023 - 2023
    The London School of Economics and Political Science (LSE)
    The Law and Economics of Mergers and Acquisitions, Online Certificate Course
  • 2023 - 2023
    University of Technology Sydney
    Master of Professional Accounting (MPA), Accounting
  • University of Sydney
    Master of Commerce - MComm, Finance
  • 2020 -
    CPA Australia
  • Trinity College, the University of Melbourne
  • 2024 -
    The Wharton School
    Private Equity Certificate Program, Online Certificate Program

Suggested Services

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Industry Focus. “Financial Services”

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