Manager Analyst

Yuzhe (Ella) Zhang

**** * ****, *****, ************, PA 267-***-**** ************@*****.***

EDUCATION

Temple University, The Fox School of Business Philadelphia, PA

Master of Science in Financial Analysis & Risk Management May 2019

●GPA: 3.7/4.0

●Awards: Recipient of Dean's Specialized Master's Scholarship (2017)

●Relevant Coursework: Fixed Income, Value at Risk, Financial Accounting, Quantitative Risk Modeling

●Certification: CFA Level II candidate

●Competitions: Big Data Analytics Challenge (2nd place)

Chengdu college of University of Electronic Science and Technology of China Chengdu, China

Bachelor of Science, Major Financial Management June 2015

Minor in Electrical Engineering

●GPA: 3.3/4.0

●Relevant Coursework: Macro and Microeconomics, Higher Mathematics II, C Language Programming

●Activities: Events Manager of Student Union, President of Student Media Platform

PROFESSIONAL EXPERIENCE

International Alliance Associates New York City, United States

Investment Research Analyst October 19, 2019 - Current

●Conducted DCF models, comparative analysis and other models to do financial valuation and modeling analysis focusing on financial statements for big clients

●Performed Regression model, Decision trees in Python and Tableau to do loss forecasting and developing strategies for portfolio

●Tracking the market trends, driven by data analysis on thematic Private Equity market, and explore growth opportunities with data sources as Bloomberg and FactSet

●Mentored Interns during the projects about the processes, businesses and models

Gugnir and Partners New York City, United States

Investment Banking Analyst Intern September 2019 – October 18, 2019

●Performed Black Scholes model, Time series model and other models to develop maintaining complex financial models of company valuations

●Conducted and comparative analysis of pricing and grab information from internet with Python delivering the analyses in Excel VBA for high-profile clients

●Presented the analysis and research reports of two private companies for industry trends and financing opportunity through Tableau

●Collaborate with strategic analytics and decision science staffs to ensure project completion and end-client satisfaction

PingAn Bank Weifang, China

Risk Analyst August 2016 - April 2017

●Providing capital valuation analysis and calculate enterprise value of companies and assessment of project performance

●Conducted credit risk assessment and risk management models to test the Key driver of loan risk factors in Loan and Mortgage

●Collaborated with PingAn Insurance to develop 5 insurance products for vegetable producers and offered insight on demand to potential policyholders

●Assisted small business owners from different agriculture industries with acquiring loans up to CNY 2,000,000

PingAn Bank Weifang, China

Portfolio Analyst August 2015 - August 2016

●Consulted clients to build best portfolios and investment strategies helping them reach wealth management goals with financial modeling analysis

●Utilized DCF model, CVA and other models and ratios to build P&L statements and analyze financial statements for portfolios for big clients

●Prepared financial statements analysis and risk weighted assets reports for the national headquarters and 12 major borrowers in the agriculture industry

●Collaborated with products team to improvement for clients demand and conduct customers research and analyze enhancing client experience

Industrial and Commercial Bank of China Weifang, China

Investment banking Intern June 2014 - September 2014

●Participated in the semi-annual credit review and managed reviews for 3 companies with outstanding loans amounting to CNY 10 million

●Assisted manager and clients with fundamental bank services

●Helped the internal auditing team implement tests on the borrowing and authorization process by compiling relevant documents

COMPETITION EXPERIENCE

2017 Temple University Equity Research Case Competition

2017 Temple University Big Data Analytics Challenge, 2nd Place

●Used MATLAB procedures to build Logistic Regression model to evaluate the test data and analysis and export results in Excel files

●Presented the analysis reports using Tableau

2018 Temple University Exotic Option Challenge, 3rd Place

●Used Python to grab data from the Internet to derive statistical analysis and predictive strategies to make decision of transaction

2019 Temple University ETF Trading Challenge, 2nd Place

●Used SAS to analyze the data of ETF funds and predict the future price of target and build personal strategies for each fund

●Presented investment profits of portfolios and team strategies using Tableau

SKILLS, ACTIVITIES & INTERESTS

Languages: Chinese (native), Japanese (fluent), Germany (intermediate), English (fluent)

Skills: Tableau, SQL, Python, MATLAB, SAS, Excel, Bloomberg, R, FactSet, Pivot Table, V-lookup, VBA

Activities: Registered Yoga Trainer; Pegasus Health Club, Weifang, China (June 2015 - May 2017)

Team leader of students’ study tours to universities and cities (July 2013 – January 2015)

Published 2 novels in China (May, June 2017)

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