Financial Analyst Fixed Income

YUSHI (Jolene) ZHOU

Irvine, CA, ***** 949-***-**** ad5pa9@r.postjobfree.com linkedin.com/in/yushizhou/ PROFESSIONAL EXPERIENCE

Financial Analyst

Actuarial Management Corporation Laguna Niguel, CA Jan 2023 - Present

• Managed a fund exceeding $50 million focusing on arbitraging fixed income, pioneered trading in ETFs and Mutual Funds. Executed full life cycle trade responsibilities, involving the development and maintenance of market analysis models, trade execution, strategy backtesting, daily capital allocations, and settlement across multiple custodians.

• Monitored industry trends and assessed potential investment opportunities through benchmarking and various valuation techniques, achieving an annualized return of over 10% while maintaining risk levels below the industry average.

• Utilized proficient Excel skills, incorporating advanced formulas and VBA codes, to construct a dividend pattern calculation model for over 80 mutual funds, enhancing performance estimation accuracy on unrealized gains. Improved operational efficiencies by automating daily reconciliation procedures for multiple custodian accounts.

• Reconciled monthly and quarterly financials under GAAP, tracking capital flows and operating expenses. Provided annual budget to executive leadership team by cash flow analyzing and financial forecasting at the corporate level, rolling monthly.

• Compiled individual historical performance and portfolio allocation data, generating customized account reports for high-net-worth investors. Monthly account rebalancing through Salesforce, fostered long-term trust and cooperation with clients.

• Established, maintained, and nurtured professional relationships with vendors across various business activities, including regular meetings with custodian managers and participation in the annual audit process.

• Managed a professional trading team, ensuring strict adherence to Best-Execution Policies. Provided guidance and personalized training programs to two interns who both received return offers for outstanding performance. Investment Analyst (Intern)

Global Capital Markets, Inc. Irvine, CA Oct 2022 - Jan 2023

• Played a key role in securing over $20 million in capital investment for a leading biomedical firm within the private equity team.

• Developed comprehensive financial forecast models by analyzing economic and market trends, earnings prospects, financial statements, and various indicators, facilitating the formulation of effective investment strategies presented in the pitch deck.

• Managed day-to-day operational processes throughout the negotiation and execution of loan agreements, preparing essential documents such as term sheets, pitch decks, and ESG reports during the funding procedure.

• Collaborated with the KPMG due-diligence team to verify the current financial situation and assess the future potential of the company.

• Successfully engaged with more than 20 potential investors, tailoring funding plans to align with their individual investment horizons. Business Analyst (Intern)

China Life Reinsurance Co. Ltd Beijing, China Nov 2020 - Feb 2021

• Conducted extensive industry research on the Health Insurance market during the research and development phase of a new and advantageous medical insurance product.

• Analyzed sales data from 140+ counterparts across mainland China, collaborating with the business development team to shape a comprehensive market report crucial for the successful launch of a new product. EDUCATIONAL BACKGROUND

Master of Science in Finance

University of California, Irvine, The Paul Merage School of Business Irvine, CA Aug 2022 GPA: 3.96/4.0 Dean’s List (top 12% student) BGS Honor Society Relevant Coursework: Bond & Fixed Income, Financial Statement Analysis, Derivatives, Risk Management, Programming and Data Analysis Bachelor of Science in Economics

University of International Business and Economics Beijing, China Jun 2021 Relevant Coursework: Statistics, Interest Theory, Financial Risk Management, Econometrics ACADEMIC PROJECTS

Capstone Project Student Consultant

Pacific Life Investment, University of California, Irvine Irvine, CA May 2022 – Aug 2022

• Collaborated with the team to create a versatile querying tool in Power BI, designed for use by Pacific Life Investment (PLI). This tool effectively highlights portfolio similarities and differences between PLI and their competitors, enabling the extraction of ad- hoc changes in portfolio holdings based on specified characteristics.

• Offered economic analysis support to the PLI team through the querying tool, utilizing Dex formulas. This involved evaluating company portfolio structures and identifying new business opportunities. Fintech Research Assistant

Fintech Robo-advisors, University of California, Irvine Irvine, CA Jun 2022 – Aug 2022

• Assisted professor Jinfei Sheng to uncover additional insights into the trends and performance forecasts of Fintech companies employing Robo-advisors in automatic portfolio management.

• Gathered and consolidated historical Robo-advisor data from various sources, organizing it into a user-friendly and actionable Excel format. Delivered timely and accurate updates to support informed decision-making. CERTIFICATION AND SKILLS

● Languages: English (Fluent), Mandarin (Native)

● Skills: Excel - Macro, VLookups, Pivot tables, Bloomberg; Financial Modeling, Financial Statement Analysis, Salesforce, Quickbook

● CFA® - Passed Level I in 2023, Level II candidate.

Contact this candidate