Yueheng Wang

Financial Product Team Leader at 陆金所
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Location
Shanghai, China, CN
Languages
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency
  • Shanghainese Native or bilingual proficiency

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Experience

    • China
    • Financial Services
    • 100 - 200 Employee
    • Financial Product Team Leader
      • Apr 2019 - Present

    • Product Manager
      • Jul 2017 - Present

    • China
    • Higher Education
    • 700 & Above Employee
    • PhD student
      • Sep 2012 - Jun 2017

      Major in Innovation, Entrepreneurship and Strategy. Research focus: high-technology venture growth Major in Innovation, Entrepreneurship and Strategy. Research focus: high-technology venture growth

    • 1 - 100 Employee
    • Commercial Banking IG Intern
      • Jun 2016 - Sep 2016

      Led research on FTU accounts regarding their features and regulations, supported RMs to promote related business. Analyzed customers’ demand and matched suitable trade/capital products, prepared pitch deck for key customers Project Experience. Led research on FTU accounts regarding their features and regulations, supported RMs to promote related business. Analyzed customers’ demand and matched suitable trade/capital products, prepared pitch deck for key customers Project Experience.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Visiting Scholar
      • Jan 2015 - Jan 2016

      Visiting scholar at MS&E. Concentration: technical entrepreneurship research; computer science study Visiting scholar at MS&E. Concentration: technical entrepreneurship research; computer science study

    • Teaching Assistant
      • Aug 2012 - Dec 2014

      Worked in the teaching team in 3 consecutive years of this course co-hosted by Mckinsey and Tsinghua University, with lecturers including Mr. Dominic Barton from Mckinsey and many other industrial leaders. In charge of student management and event planning; assisted in lecturer liaison and course development. Worked in the teaching team in 3 consecutive years of this course co-hosted by Mckinsey and Tsinghua University, with lecturers including Mr. Dominic Barton from Mckinsey and many other industrial leaders. In charge of student management and event planning; assisted in lecturer liaison and course development.

    • China
    • Research Services
    • 1 - 100 Employee
    • Research Assistant
      • May 2013 - Aug 2013

      Composed industry report and cross-national comparisons in the Advanced Robotic Industry research project. Composed industry report and cross-national comparisons in the Advanced Robotic Industry research project.

    • Undergraduate Student
      • Sep 2008 - Jul 2012

      Major in Economics and Finance Major in Economics and Finance

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Commercial Banking Analyst
      • Aug 2011 - Aug 2011

      Participated in Sports Brand in China Market project, gathered and analyzed financial data of target firms, and prepared investment reports to HSBC’s potential customers. Assisted in RMB Cross-border program, collected market data and updated relative information to HSBC website. Documented and translated commercial transaction reports. Participated in Sports Brand in China Market project, gathered and analyzed financial data of target firms, and prepared investment reports to HSBC’s potential customers. Assisted in RMB Cross-border program, collected market data and updated relative information to HSBC website. Documented and translated commercial transaction reports.

    • Singapore
    • Financial Services
    • 100 - 200 Employee
    • Consumer Banking Analyst
      • Jun 2011 - Jul 2011

      Updated term sheets of QDII, MALI, PCI and Bond products, assisted in new August financial product release. Led other interns in the construction and analyses of Customer Investment Preference Information Database. Updated term sheets of QDII, MALI, PCI and Bond products, assisted in new August financial product release. Led other interns in the construction and analyses of Customer Investment Preference Information Database.

    • Japan
    • Software Development
    • 1 - 100 Employee
    • Tsinghua Team Member
      • Sep 2010 - Feb 2011

      Event planning Delegate of Tsinghua Event planning Delegate of Tsinghua

    • International Affairs
    • 1 - 100 Employee
    • Tsinghua President
      • Sep 2009 - Aug 2010

      Tsinghua Team building Organizing among the three universities (Tsinghua, Peking U and Harvard) Event planning Delegates selecting Guest speaker coordinating Ceremonies holding Tsinghua Team building Organizing among the three universities (Tsinghua, Peking U and Harvard) Event planning Delegates selecting Guest speaker coordinating Ceremonies holding

Education

  • Tsinghua University
    Doctor of Philosophy (Ph.D.), Innovation, Entrepreneurship and Strategy
    2012 - 2017
  • Stanford University
    Visiting scholar, Innovation and Entrepreneurship
    2015 - 2016
  • University of Pennsylvania - The Wharton School
    Exchange student, Finance
    2010 - 2010
  • Tsinghua University
    Bachelor's Degree, Economics and Finance
    2008 - 2012

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