Hi, I'm
Chen Dai, CFA
Senior Financial Manager | CFA
CFA Charterholder with experience in real estate investment, corporate finance, credit risk assessment, and financial modeling. Skilled in valuation, quantitative analysis, and liquidity management, with experience developing risk frameworks and supporting investment decisions exceeding USD 1 billion.
Education
Columbia University
Master of Arts in Economics
August 2018 — February 2020
University of Rochester
Bachelor of Arts in Financial Economics
September 2014 — May 2018
Experience
Senior Financial Manager
Beijing DCWT Technology
December 2025 — Present
- Managed cash flows and exposures by aligning the company's assets and liabilities, optimizing liquidity and financial risk
- Developed a dynamic internal credit rating framework covering 60+ partner companies to assess default risk and support credit decisions
- Conducted market research and applied quantitative analysis to identify optimal price-volume strategies
Financial Analyst
Taikang Healthcare Investment
August 2020 — December 2025
- Built and maintained financial models to evaluate healthcare and real estate investment opportunities, supporting investment approvals exceeding USD 1 billion
- Conducted market analysis and interviews with representative customers, generating insights that supported product pricing and market positioning
- Performed ongoing post-investment monitoring, tracking financial and operational performance against business plans and investment assumptions
- Prepared periodic performance reports and identified key risks and opportunities for 50+ portfolio projects
Skills
Projects
Here are some projects I have worked on
Personal Website
Personal resume and project showcase website
A bilingual personal website built with Next.js, featuring resume display and photography showcase, with a navy-and-gold finance-professional design, dark mode, and responsive layout.