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Financial Modeling & Forecasting, Valuation, Data analysis

Location:
New York, NY
Posted:
January 19, 2024

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Resume:

Neng (Zane) Zhang

ad2xef@r.postjobfree.com ad2xef@r.postjobfree.com 917-***-****

EDUCATION

Columbia University New York, New York

Major: MPA Economic Policy Management (Cumulative GPA: 3.90) Expected Graduation: May. 2024 Relevant Coursework: Business Administration, Advanced Corporate Finance (John Moon), M&A, Asset Management, Equity Derivatives Johns Hopkins University Baltimore, Maryland

Major: M.S.E. Financial Mathematics (GPA: 3.73) Aug. 2020 - May. 2022 Awards: Recipient of Academic Merit Scholarship

Relevant Coursework: Investment Science (John Miller), Equity Markets & Quantitative Trading, Quantitative Portfolio Theory & Performance Analysis University of Connecticut Storrs, Connecticut

Major: B.S. Computer Science / Minor in Mathematics (GPA:3.51) Aug. 2016 - May. 2019 Awards: Dean’s List Engineering; Dean’s List Liberal Arts & Sciences Relevant Coursework: Machine Learning & Artificial Intelligence, Algorithms & Complexity, Statistics & Probability, Data Analysis Prior: Passed 6 AP exams (Chemistry, Physics C: Electricity and Magnetism, Physics C: Mechanics, Microeconomics, Calculus BC, Statistics) PROFESSIONAL EXPERIENCE

JHF Investment Management Beijing, China

Venture Capital Associate Jun. 2022 – Jan. 2023

Conducted whole process of deal agreement contracting, reserved quarterly deal sourcing, BP roadshow, project due diligence process and division of work, coordinated with administrative team, facilitated deal valuation modeling, risk management, negotiation process with FA and selected management team, confidential investment memorandum and investment proposal writing and post investment management

Analyzed industry vertical business specific deal, business model, product patents & techniques, market size, financial revenue and break-even point of new energy, new materials, high-end manufacturing, FMCG and enterprise services; analyzed current valuation level, payment collection ability, customer repurchase comparison relationship of leading listed companies in secondary market, and suitability of order volume of industry enterprise with their producing capacity

Participated in special-purpose financing deals of 20 million RMB hydrogen purification – JARAN HYDROGEN and 15 million RMB third-generation silicon carbide semiconductor power chip – PUXIPTICS, etc.; designed optimal corporation’s capital structure and ownership share structure Ding Xiang Equity Investment Fund Remote

Private Equity Analyst Dec. 2021 – Mar. 2022

Conducted due diligence on 5+ potential private equity funds via screening through industry analysis, competition advantage identification, and multiples/IRR filtering; in-depth analysis through business plan reconciliation, valuation model assumption challenging, and risk controlling; drafting investment recommendation and presenting to team

Led a due diligence session on a high-end manufacturing focused fund following 3-step analysis framework; assisted VP in drafting 20 pages memo with 50 million RMB investment proposal - Union Semiconductor (Hefei), and presented to portfolio management team

Conducted investigation on 200+ potential conflicts of interest between IPO clients and Ding Xiang Capital’s PE investments, and coordinated between whitelist of investment banking and legal division for data verification and compliance correction CITIC Securities Chengdu, China

Equity Research Summer Analyst - Tech & Industrial Coverage Group Jun. 2021 – Aug. 2021

Computed data statistics in A-share market and wrote industry research and case analysis that saved 50% of time for managers

Performed top-down analysis on chemical fertilizer manufacturing sector in terms of macroeconomy, policies and market sentiment

Researched assigned companies using fundamental analysis, technical analysis and drafted daily reports; assisted portfolio managers to write up macroeconomic and industry specific investment memo; automated process of collecting earnings estimate updates using Python and improved efficiency by 80% Hongxin Securities Chengdu, China

Quantitative Researcher - R&D Division Jul. 2019 – Jan. 2020

Recorded data closely related to monetary policy, such as M2, credit and 10-year treasury bond yield, as basic input, and selected SSE Composite Index, CSI 300, SME Board, and GEM Index as representatives of stock market to analyze direct impact of monetary policy objectives on financial market

Established SVAR model for data stationary test, lag phase selection, and Granger causality test, and conducted key impulse response and variance decomposition analysis to get related empirical results

Built relevant association and correlation among aforementioned indicators through Wind database and Python to provide basis for buying using 300 ETF, 500 ETF, and 1000 ETF index funds as virtual accounts, found that there was higher than 95% confidence interval for 100% profit in next month after giving buy signal and completing transaction

Interface Technologies LLC Storrs, Connecticut

Software Engineer Aug. 2018 – May. 2019

Designed and implemented scheduling algorithm to efficiently distribute resources

Optimized algorithm in PHP code split based on certain densities of parameter variables, intended software to output schedule for cut room based on initial inputs and displayed through GUI module to user

Wrote code, which was defined, readable, and fit standards of sponsor, reduced waste of resources resulting in profit losses for company with 30% increase in efficiency

SKILLS & INTERESTS

Language: Bilingual in both English and Chinese (Mandarin) Technical: Financial Modeling & Forecasting (Excel), Valuation (Comps, Precedents, Intrinsics), Python (Data Analysis), Bloomberg, Capital IQ Interests: Piano, Tennis, Motorcycle, Solo Traveling, Meditation Extracurricular: International Fertilizer Association (IFA) Crossroads Asia-Pacific 2018 SG - invited guest followed with CEO of Huahai Int’l Groups



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