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Investment banking analyst

Location:
New York, NY, 10032
Posted:
November 23, 2016

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Original resume on Jobvertise

Resume:

*** ********* **. **** **

DAVID S. ZOU New York NY, 10032

acxl53@r.postjobfree.com 805-***-****

EDUCATION

University of California Santa Barbara Santa Barbara, CA

Bachelor of Science, Actuarial Science Class of 2016

Relevant Coursework: Financial Accounting, Macro/Microeconomics Analytics, Mathematics of Finance, Multivariable Calculus,

Linear Algebra, Linear Regression Analysis w/ R, Time Series Analysis w/ R, SAS Base Programming, Experimental Design

WORK EXPERIENCE

Sealand Security Shenzhen, China

August 2016 October 2016

Investment Banking Analyst in Quality Control

Performed due-diligence on three live IPOs (Shunbo Aluminum / Xcc / VastData) involving discounted-cash-flow valuation

models, prospectuses, and financial reports that led to the discovery of reporting discrepancies; findings were presented to team

resulting in further investigations

Evaluated companies financial performances by utilizing cash-flow generation analyses, debt repayment models, and liquidity

metrics including quick ratio, current ratio, and debt-to-EBITDA multiples

Contributed to three bond underwritings totaling 5bn RMB (~$740mn) including that of Sanpower (recent acquiror of Brookstone)

Analyzed and presented on the internet sector (based on Tencent and Alibaba annual reports), emerging markets ETFs, and the

newly launched CDS market in China

Completed compliance guidance of IPO and bond issuances on XinSanBan (Chinese exchange for tech companies) for internal

quality control and supervised deal team to meet requirements set by China Securities Regulatory Commission (SEC equivalent)

Applied wind data to analyze the price of commodities resulting in the identification of drivers impacting Chinese copper market

Ping An Insurance Shenzhen, China

July 2016 August 2016

Actuarial Summer Analyst in Property & Casualty Insurance

Processed raw data on national motor vehicle insurance to produce structured datasets in Excel and VBA

Presented to team reports on appraised insurance products using spreadsheet analytics

Assisted in the modification of pricing models by quantifying policy factors through fitting GLM model in R

Financial Data Technologies Sunnyvale, CA

July 2015 June 2016

Derivatives Trader and Campus Coordinator

Traded forex achieving maximum returns of 404% by investing $100,000 virtual fund in strategies based on the analysis of oil

prices and USD/RUB exchange rates; investment performance ranked 2nd out of 10,000 participants

Built and executed trading strategies that incorporated market performance and expected interest rate policy changes in RMB

Started club on campus to introduce basic leverage strategies in forex trading to members

Citi Group Tianjin, China

June 2013 August 2013

Finance Intern in Private Wealth Management

Initiated contact with clients to introduce Citis wealth management products and to discuss strategies for asset appreciation

Categorized investment products by analyzing a range of ETF returns and distribution periods based on client needs

Monitored cash inflows and outflows including day-to-day cash management and tracked new deals daily

LEADERSHIP

Hygge.CO Glamping (Glamour and Camping) Business, UCSB Santa Barbara, CA

October 2015 November 2015

Project Leader and Market Analyst

Led team of five in a business proposal to launch a glamping company; proposed service provides customers the experience of

nature with an upscale camping service

Researched various aspects of business plan using databases such as Statista.com and U.S. Census to identify addressable markets

Interviewed potential customers and utilized Nielson.com to collect data on income levels as well as lifestyles by locations

Chinese Student and Scholar Association, UCSB Santa Barbara, CA

September 2013 June 2015

Relationship Manager and Event Coordinator

Led club members to plan a food tasting event alongside partner organizations attracting 1,000+ attendees

Planned and directed programs while monitoring expenditures to ensure proper allocation of $8,000 budget

Cooperated with other on-campus student associations to plan and host the annual Chinese Spring Festival celebration

ADDITIONAL INFORMATION

Languages: Native Speaker in Mandarin and Cantonese, Professional Proficiency in English, Conversational in Japanese

Modeling: Wall Street Prep Financial Modeling and Valuation Course

Skills: Working Knowledge of MS Excel, MS PowerPoint, C, Meta4 Trading, SAS, R, Bloomberg Terminal and Reuters

Activities: Campus Tour Guide, CalPIRG, Tough Murder, Piano Performance (Award Winning), Shot Put Campus Champion

Interests: Cycling, Meditation, Music (Jazz fPiano, House, Reggae), Surfing, Food Trucks, Backpacking (14 Countries, 56 Cities)



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