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Toledo, OhioDurham, North Carolina

Joshua Wang

Duke University student from Toledo, Ohio. B.S. in Statistical Science with a Data Science concentration and a Financial Economics minor, expected May 2029. M&A and venture capital analyst, Summer 2026. Investment banking recruiting for 2028.

Proof point
2
live buy-side processes supported to LOI, ~$5M enterprise value each
Proof point
22,000
companies screened with a personal 10-point scoring system
Proof point
40+
limited partners received quarterly investor reports he wrote

Selected experience

Case studies

  • Wood Creek AdvisorsM&A AnalystSummer 2026

    Buy-side sourcing and diligence for two lower-middle-market clients; a sourcing workflow the firm adopted.

  • CoreNetwork FundVenture Capital AnalystSummer 2026

    Quarterly reporting for 40+ LPs and support for a $70M portfolio-company sale process.

Email JoshuaDownload resumeLinkedIn

Recruiter view keeps the essentials: case studies, finance experience, skills, and contact. The full story adds the journey, research, community, and life off the clock.

Below: the through-line, three case studies, finance experience, skills, and contact
Joshua Wang seated outdoors on grass in a grey polo shirt.DataEnergyFinance + Community
  1. 01
    DataStatistical science, RNA-seq analysis, investor metrics
  2. 02
    EnergyThin-film and perovskite solar cells, redox-flow batteries
  3. 03
    FinanceM&A and venture analyst work, Summer 2026
  4. 04
    CommunityToledo Minds, student leadership, church service
Statistical scienceClean energyM&ACommunity leadership
01Through-line

Energy research raised a question about capital.

Joshua started in labs: solar cells, batteries, cleanrooms. That technical work led to curiosity about how strategy and capital help companies and technologies scale. Community leadership, in Toledo and at Duke, shaped the desire to use analytical work responsibly.

  1. Stop 01

    Energy

    Thin-film and perovskite solar cells, redox-flow batteries, and nanofabrication across five research settings.

  2. Stop 02

    Data

    RNA-seq processing in R, device characterization, and now statistical science with a data science concentration.

  3. Stop 03

    Finance

    A question about how strategy and capital help technologies scale, followed by M&A and venture analyst work.

  4. Stop 04

    Community

    Toledo Minds, class leadership, and church service, which shaped how he wants to use analytical work.

Current focus

Studying

  • B.S. in Statistical Science, Data Science concentration
  • Financial Economics minor
  • Duke University, expected May 2029

Working, Summer 2026

  • M&A Analyst, Wood Creek Advisors
  • Venture Capital Analyst, CoreNetwork Fund

Leading

  • VP of Operations, Asian Leadership Initiative
  • New-Member Committee, Alpha Kappa Psi
  • Small-group leader, Asian InterVarsity
02Case studies

Three work stories, problem to result.

What the summer analyst work actually looked like, and where it came from. Client names are anonymized for confidentiality.

A sourcing workflow the firm kept

Wood Creek Advisors · M&A Analyst · Summer 2026

  1. Problem

    Two lower-middle-market buy-side clients needed a steady flow of qualified acquisition targets, and manual sourcing could not keep up.

  2. Action

    Built a firm-wide Airtable database with an AI-integrated workflow for enrichment, deduplication, and pipeline exports, plus a personal 10-point scoring screen across Capital IQ, PitchBook, and Grata.

  3. Output

    About 10 qualified targets presented weekly to each client, screened out of 22,000 unique companies.

  4. Result

    The firm adopted the workflow, overall sourcing time dropped 8x, and both processes reached LOI at roughly $5M enterprise value each.

Investor reporting and a $70M sale process

CoreNetwork Fund · Venture Capital Analyst · Summer 2026

  1. Problem

    A Midwest venture fund owed more than 40 limited partners clear quarterly reporting while a $70M geospatial analytics portfolio company prepared a strategic sale or capital raise.

  2. Action

    Synthesized board decks, financial results, and company materials into the Q1 and Q2 investor reports covering five portfolio companies, and supported a nine-bank sell-side advisor bake-off with diligence materials and valuation research.

  3. Output

    Reports distributed to 40+ LPs, three finalist banks presented to the founding partner, and a roughly 50% EBITDA overstatement caught and corrected in an advisor valuation.

  4. Result

    Decision-ready materials for the founding partner and cleaner numbers in front of potential buyers.

From the lab bench to finance

Five research settings · 2022 to 2024 · The through-line

  1. Problem

    Years of solar-cell and battery research produced real technical results, but raised a bigger question: how do technologies like these actually get financed and scaled?

  2. Action

    Characterized more than 80 perovskite solar cells, ran 30+ redox-flow battery trials that improved the best formulation's electron-transfer rate 55x, then moved to Duke's statistical science program with a financial economics minor.

  3. Output

    A coauthored paper, a research poster defended to university faculty and industry mentors, and a working command of the data tools behind market analysis.

  4. Result

    The question became a direction: M&A and venture analyst seats in Summer 2026, with investment banking recruiting now underway.

03Finance experience

Two analyst seats, Summer 2026.

An M&A advisory firm and a venture fund, both in Summer 2026. Sourcing, diligence support, investor reporting, and research.

Client and target names are anonymized here out of confidentiality; the work itself is described exactly as it happened.

Wood Creek Advisors

M&A AnalystSummer 2026

Buy-side advisory for two lower-middle-market clients, about $5M enterprise value each: a specialty food manufacturer and a commercial label-printing company. Names withheld for confidentiality.

  • Sourced about 30 acquisition targets that received serious review
  • Built an Airtable and Claude sourcing workflow that the firm adopted
  • Prepared a tax-return summary for a regional commercial printing company, used in live diligence

Worked with

AirtableClaudeCapital IQPitchBookGrataOrbisZoomInfoLSEG Refinitiv

CoreNetwork Fund

Venture Capital AnalystSummer 2026

Investor communications, a website redesign, and support for a Satelytics capital raise or sale at a Midwest technology venture fund.

  • Wrote much of the Q1 2026 investor report sent to about 50 limited partners
  • Covered Cycle, 7Signal, Astronomer, Enosix, and Satelytics
  • Built the CoreNetwork Fund website with Astro and Tailwind CSS
  • Comparable-transaction and investment-bank research

Worked with

Investor reportingComparable transactionsAstroTailwind CSS
04Skills and languages

The toolkit, stated plainly.

Tools he has used in real work, practices he has repeated, and the two languages he can hold a conversation in.

  • Transaction and market data

    Used for sourcing, screening, and comparables in analyst work.

    Capital IQPitchBookLSEG RefinitivGrataOrbisZoomInfo

  • Analytical practice

    Experience, not certification.

    Financial modelingInvestor reportingPrecedent transaction analysisQuantitative researchRNA-seq processing in RSolar cell characterization

  • Build and media

    Websites, workflows, and video.

    AstroTailwind CSSAirtableAdobe Premiere Pro

  • Languages

    Both conversational.

    Spanish, conversationalMandarin, conversational

  • Certification

    Wall Street Prep Financial and Valuation Modeling

    The one formal credential listed here. Everything else on this page is described as experience.

05Contact

Reach Joshua by email or on LinkedIn.

Duke University, Durham, North Carolina. Home is Toledo, Ohio.

joshua.wang@duke.eduDownload resume (PDF)linkedin.com/in/-joshua-wang-