Jack Xu

Head of Risk Governance, Strategy and Programs - Corporate and Investment Banking Risk @Wells Fargo

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Head of Risk Governance, Strategy and Programs - Corporate and Investment Banking Risk @Wells Fargo

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CIB business & portfolio (CRE | Banking | Markets) oversight for financial (Market | Liquidity | Credit) and non-financial (Reputation | Compliance | Operational) risk- CIB Risk Integration and Thematic Analysis- Oversight of CIB Strategic Plan and Enterprise Risk Programs, including Risk Measurement Program, Enterprise Risk Identification and Assessment, and Risk Management Effectiveness- CIB Risk Governance & Board Deliverables- Manage key CIB regulatory examinations and deliverables- Recovery and Resolution Planning Review- Monthly CIB Risk Forum to address key topics and emerging risk with Risk Leadership- Participate in portfolio deep dives in collaboration with Risk & Front Office Leadership- Assessments for idiosyncratic and emerging risk events- Efforts to enhance Risk Limits and Reporting Dashboards to improve portfolio attribution and risk management- Various credit risk analysis collaborating with Risk and Front Office Leadership.

EDUCATION

2010 — 2011

The University of North Carolina at Chapel Hill

Masters, Accounting

2005 — 2009

The University of North Carolina at Chapel Hill

Bachelor of Arts degree, Economics

SKILLS

CpaValuationEquity ValuationPerformance AttributionFixed Income AnalysisPortfolio ManagementInstitutional InvestmentsAlternative InvestmentsAuditingCorporate TaxPartnership TaxationMicrosoft ExcelFinancial AccountingInternal ControlsFinancial AnalysisUs GaapInvestment ValuationFinancial ForecastingFinancial Statement AnalysisRegression AnalysisAccounting

ABOUT JACK XU

Finance and Risk leader with a unique combination of corporate and investment banking, risk management, portfolio management, investment finance, accounting and economics skillsets. CFA and CPA certified with strong strategic leadership and managerial expertise.Chartered Financial Analyst (CFA)- 2 year passCertified Public Accountant (CPA)Masters in Accounting - UNC Chapel HillBachelors in Economics - UNC Chapel Hill

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Jack Xu — Head of Risk Governance, Strategy and Programs - Corporate and Investment Banking Risk at Wells Fargo in Charlotte, NC, US | Unifers