Financial Market, Valuation Modelling, Research Design, Option Trading

Xiaodong (Will) Zhang

New York ***** +1-929-***-**** ******@********.*** www.linkedin.com/in/xiaodong will -zhang SUMMARY Current graduate student at Columbia University studying Applied Analytics with a strong academic background in Finance and Entrepreneurship. Passionate in financial markets with certification in Coursera. Possess strong financial modeling, valuation modeling, and research skills integral to solving business challenges and providing investment advices for companies. Demonstrated ability to motivate teams, facilitate presentations, and guide others to excel in their studies. CORE COMPETENCIES Financial Modeling Valuation Methods Research Methods Capital Budgeting Venture Capital Financial Markets Excel Certificated Derivatives Capital IQ SQL R Python

EDUCATION

Columbia University New York, NY

Master of Science in Applied Analytics GPA 4.0/4.3 Expected 09/2019 - 12/2020 Relevant Courses: Machine Learning Models in R, SQL, Storytelling with R, Industry Analysis Methods, Stock Valuation Campus Activities: Columbia Conversation facilitator, Vice President in Columbia Social Club, Tutor in Finance & Math Syracuse University (Cum Laude) Syracuse, NY

Bachelor of Science in Finance and Entrepreneurship, Minor in Economics GPA 3.5/4.0 09/2015 - 12/2019 Relevant Courses: Financial Modeling, Value Investing, Fixed Income Securities, Venture Capital, Accounting. PROFESSIONAL EXPERIENCE

China Life Insurance Company Limited Beijing, China Research Analyst Intern 06/2019 - 08/2019

• Conducted PEST analysis to select a sustainable industry for investing and market research on periscopic lenses, modules, motors in electronic manufacturing industry and analyzed the earning potentials of lenses, infinity display.

• Participated in over 30 online and offline investment conferences covering retail, real estate, automobile, and electronic industries; maintained positive relationships with partners through emails, phone calls and private meetings.

• Accomplished an in-depth research report on a targeted company through Discount Cash Flow modeling with comparable valuation in Excel and supported the portfolio manager to present to the Board of Directors.

• Earned a rate of return of approximately 30% due to stock price increase in the 3-month period. Loft & Manor Real Estate Syracuse, NY

Consultant Assistant Intern 01/2018 – 05/2018

• Collaborated with a team to develop a five-year strategic plan. Evaluated past financial statements and addressed issues, projected increased sales over 5 years, forecasted $1.5 million in gross sales with 30% profitability by year 5.

• Utilized capital budgeting to assessing the various costs for advertising, compared costs from social media venues and traditional billboards to ascertain the optimal venue for optimal advertising value.

• Created a marketing plan that increased brand awareness. Designed surveys and emailed to 100+ past customers as well as conducted a phone campaign. Reported and communicated the progress to the CEO on a weekly base.

• Achieved over $2 million in gross sales each year within a 2-year period and the client base increased by 40%, from the focused marketing initiatives.

China Dragon Securities Company Limited Lanzhou, China IPO Project Assistant for Lanzhou Zhuangyuan Pasture Co Ltd 06/2017 – 08/2017

• Assessed the Financial Statements with associated files and evaluated strategic risks. Performed risk analysis and calculated leverage ratios considering credit, operating, and investment risks.

• Traveled twice a week and collaborated auditors to examine and audit goods in the production base such as inventory, the number of cows, and the height and length of grass tonnage.

• Lanzhou Zhuangyuan Co. went public and are traded on Hongkong Exchange at an estimated price of $5.4. PROJECTS Investment Banking Bootcamp (Whole Foods Valuation) 01/2019 – 03/2019

• Valued Whole Food Market Company using Discounted Cash Flow method by extract information from press releases, 10K filings, 8K filings, 10Q filings, and other SEC filings.

• Projected growth rate from 2019 to 2022 using past financials on Income Statement to generate enterprise value.

• Estimated trading multiples such as EV/Forward Revenue, EV/ Forward EBITA, and P/E ratios with their Max and Min multiples as a benchmark to assess the estimation accuracy.

• The Enterprise Value and Implied Equity Value were predicted to be $11,425 million and $11,168 million.

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Value Investing Project, Syracuse University 10/2018 – 12/2018

• Applied VBA coding to achieve automation and present graph that is updated every second.

• Utilize Capital IQ to develop screening criteria, which includes ROE, EBITA/CAP, forward P/E, and CAGR, to capture and invest in companies that are undervalued, growing, and profitable.

• The picked stock Hibbett Sports jumped from $13.8 to $23 in just 6 months.

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