Yiwei (Patrick) Zhou

adlu6n@r.postjobfree.com

Unit *88, 3524 Greystone Drive·Austin, TX 78731·585-***-**** EDUCATION

University of Texas McCombs School of Business Austin, TX Master of Science, Business Analytics-Financial Analytics Track July 2020-May 2021 Overall GPA: 3.76/4.0

Coursework Includes: Financial Modeling, Financial Technology, Applied Valuation, Decision Analytics, Asset Management, Empirical Finance, Database Management, Predictive Modeling, Data Analytics, Time Series, Stochastic Control, Text Analysis University of Rochester Rochester, NY

Bachelor of Science in Business-Finance Track August 2016-May 2020 Bachelor of Arts in Mathematics-Statistics

Overall GPA: 3.63/4.0; Dean’s Lists 6 out of 8 semesters; Merit Scholarship all 8 semesters FINANCE EXPERIENCE

Global Agricultural Trading Inc. Los Angeles, CA

Finance Intern June 2019-August 2019

• Researched on industry comparable firms’ free cash flows and financial ratios to benchmark against company performance

• Devised improvement plans on firm financial turnovers that reduced cash cycle by 8%

• Generated VaR models under stress tests in Python and devised models that reduced company’s earnings volatility by 15%

• Managed client relationships by promoting firm products that met business partners’ needs and increased client base by 14%

• Queried client and supplier databases to optimize business partners and helped the firm explore the South American market

• Reported to the CFO on 3 market segment targeting strategies and helped increase YoY profit by 9% Essence Securities Co., Ltd Shanghai, China

Market Research Center Intern June 2018-August 2018

• Handpicked value stocks with Bloomberg Terminal and constructed trading portfolio through APT algorithms

• Valued assets with Fama-French model using Python to recommend optimal portfolios for 100+ clients

• Compiled journals to recommended trading strategies to 2000+ clients based on VIX indices and equity analysis

• Improved customer experience by providing solutions service on call and polishing market briefing dashboards online Shanghai Media Group Shanghai, China

Strategic Investment Intern June 2017-August 2017

• Conducted cross-company investment preparatory work with equity research and DCF valuation

• Assisted in taking conference notes for due diligence on M&A and strategic investments with 3 public companies

• Delivered presentations to managers on target firm valuation research that achieved the first among 20 interns FINANCE PROJECTS

Bankruptcy Prediction Project Jan 2021-Apr 2021

• Predicted subsequent-year default probabilities for 1M+ firm months using lagged financial statistics with ensemble methods

• Constructed 10 portfolios based on probabilities and tested on return performances with the benchmark index

• Initiated the bankruptcy safety factor that is tested to be significantly explanatory with FF3F to explain the index returns Capital Budgeting & Mergers Acquisition Project September 2020-December 2020

• Developed pro forma project income statement and performed 1000 monte-carlo simulations on various project scenarios

• Evaluated profitability metrics using VaR and probability of losses through simulation results for acquisition feasibility

• Optimized M&A plans on the target project based on financing mix components and acquisition characteristics

• Reported to the acquiring firm on the target project investment suggestions and acquisition details LEADERSHIP & AFFILIATIONS

Chinese Students and Scholars Association: Vice President & CFO; Rochester, NY September 2017-May 2020

• Designed $20,000+ fiscal plan for 100+ cashflows in balance sheet every semester with Microsoft Access

• Connected with Chinese Consulate in NYC and made monthly financial report presentations to 50+ club members

• Competed in annual Chinese Basketball League in NYC and ranked Sweet Sixteen in 60 college teams SKILLS & INTERESTS

Finance: CFA Level II candidate (Aug, 2021); FRM Part II candidate Computer Skills: Python (Pandas, NumPy, SciPy), SQL, R, SAS, Bloomberg Terminal, Tableau, MapReduce, Hadoop Language: English (Business Fluent), Chinese Mandarin (Native), Chinese Shanghainese (Native) Interests: Guitar, Voice, Flute, Basketball, Boxing, Swimming, Travelling

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