CV

1. Jiawei(Morgan) Ma
17 Rover House, Phillip Street, London, N15RS; jiaweima950623@gmail.com; +44 7849 534 200
EDUCATIONAL BACKGROUND
09/2013-07/2017 University of Nottingham (China) BSc (Hons), Finance, Accounting and Management: 1st Class
09/2018-present CASS Business School MSc in Corporate Finance
PROFESSIONAL EXPERIENCE
12/2017-3/2018 Intern, Department of Direct Investment, Orient Security Capital Investment - Shanghai, China
 Produced valuations for diverse target companies with the most common valuation approaches
including discounted cash flow model, residual income model, financial ratio approach, net present value
model, and dividend discount model
 Conducted due diligence reports and industry analysis for multiple sectors, including food (beef) market,
electronic device manufacturing, boat manufacturing and Hong Kong advertising industry
 Investigated and researched portfolio VC companies via CEO interviews
 Performed M&A and consolidation analysis and created reports on different accounting treatments
regarding goodwill and impairment losses
 Designed capital budgeting plan for various departments based on VAR approach and historical analysis
 Prepared legal compliance report on professional regulations and performed company-wide
presentations on professional conducts policy
10/2015-02/2016 Marketing Analyst, UK Pathway Consultancy - Birmingham, UK (Remote)
 Performed current market condition analysis and customer preference research
 Collected interview feedback and conducted data analysis with graphic software
07/2015-08/2015 Intern, Financial Accounting Department, CSR Maintenance - Kuala Lumpur, Malaysia
 Produced yearly balance sheets, income statements, stock movement reports, fixed assets depreciation
reports and special refund information
 Audited the Operations Section of the Fixed Asset Listing Reports, General Ledger Listings, Stock Out
Details Reports and Spare Parts Requisition Forms
 Analysed and edited the Monthly Exchange Rate Statements between MYR and CNY of 2014 /15
06/2014-07/2014 Intern, Financial Accounting Department, PINGAN Insurance Ltd - Ningbo, China
 Performed periodic financial analysis of 2014 and conducted performance evaluation with future sales
trends reports and current market condition analysis
 Participated in negotiation with Bank of China on a 3-year low interests loan project
 Designed the capital budgeting plan and the hedge program
QUALIFICATIONS
CFA Exam Level 1 (8A and 2B) and Level 2 (Global Top 10%)
FRM Exam Level 1 and Level 2 (5 out of 8 subjects are ranked as 1st
Quartile)
China Fund Qualification Certificate Test
CAPABILITIES
Master various Valuation methods (DCF model, RI model, NPV model, and DDM, etc.) and M&A analysis
Familiar with financial ratio analysis including DuPont analysis and its extended version
Understand IFRS and GAAP in several major financial sectors
Able to conduct arbitrage and hedge in various derivatives markets and exchange rate market
VOLUNTEERING EXPERIENCE
Winter 2015 China Zhejiang Import Goods Exhibition - Worked as a business translator, salesman and customer
service for a British amber company and helped accomplish deals amounting to 1 million GBP with its Chinese partners
Winter 2014 Young Volunteer Association - As a member of the Senior-citizen Caring and Supporting Project, I
helped the elderly understand modern techniques, such as communicating or shopping via internet to improve their life
Summer 2014 International Humanity Foundation, Nakuru, Kenya - Spent one and a half months in an orphanage
in Kenya. Helped to build infrastructures and collect basic supplies for the homeless children. Built mutual-benefits
contracts with University of Nairobi. Advertised and raised funds for their football team via multiple social events as a team
HONOURS AND AWARDS
09/2016 Head’s Scholarship (Top 10% performer)
06/ 2015 University Innovation & Entrepreneurship Case Competition 2nd
prize
09/2014 Head’s Scholarship (Top 10% performer)
09/2013 Yeh-Yaozhen Scholarship (Top 1% performer)
SKILLS AND INTERESTS
 IT: MS Office, VBA, STATA, Bloomberg, Data Analytics
 Statistics modelling: VAR, CVAR, MVAR, scenario analysis, sensitivity analysis, regression and time-series analysis
 Sports: Captain of college volleyball team & basketball team
 Public speaking: President of college public speaking team, Ningbo public speaking contest 1st
prize
 Documentary Filming: Leader of a team that made a documentary about ancient silk road across eight provinces in China