Iyengar Yoga
Hi, I’m
Yuan Zhang
Sales Manager
Summary
Dedicated self-driven professional with 5 Years experience in corporate financing services and fixed income investment. Executed over 10billion CNY investment projects cumulatively in fields of Green Energy, Infrastructure etc. International experience in USA, UK, Germany, and China. Skilled in Financial Modelling, Information Research and Customer Service. Master´s degree in Finance. CFA LEVEL III candidate.
Overview
5
years of professional experience
2
Languages
Work History
ICBC Financial Leasing Co.,ltdBeijing
Sales Manager
12.2020 - Current
Job overview
- Presented investment projects to board of investment with thoroughly due diligence reports
- Constructed comprehensive valuation models to evaluate project solvency ability of more than 50 projects
- Compiled the financial leasing product handbook as one of Editor Board Member, helped dozens of entry-level employees quickly understand the company´s operations
- Published case study regarding environmental investment and carbon neutral on Tianjin Society for Finance and Banking's journal regarding environmental and innovation finance
- Achieved 2 firm-level awards in project innovation within 2 years
ICBC Shenzhen Branch Shenzhen
Senior Client Service Manager
05.2018 - 12.2020
Job overview
- Managed existing and developed new client relationships, identifying risk and growth opportunities.
- Cultivated culture of continuous improvement and innovation to improve efficiency and drive results.
- Researched public listed company with Wind to monitor the trends, financial status, and main products of 300 Shenzhen-listed companies; analyzed company announcements every day to discover potential acquisition and liability business opportunities
- Conducted feasibility and risk analysis of potential projects, completed over 10 projects in one year
- Collaborated with sub-branches to carry out discovered opportunities
- Built multi-factor stock selection model from 0to1, constructed index to track potential opportunity with 20% improvement in efficiency
- Ensured corporate client's foreign exchange transactions complying with local regulations
- Negotiated forward foreign currency contract to help client hedging exposure
Education
University of ManchesterManchester
Master of Science from Finance
09.2016 - 12.2017
University Overview
- Solid understanding of corporate valuation methods and FX market fundamental theories. Conducted empirical research on various topics including corporate debt and monetary policy.
University of Pittsburgh Pittsburgh,USA
Bachelor of Science from Finance,International Business,German
08.2012 - 04.2016
University Overview
- Awarded Dean´s list student for consecutive years of academic excellence.
Skills
Financial statements analysis
Financial modeling
Excellent attention to detail
Relationship Management
Multi-tasking under pressure
Rapid change-aptitude
Flexible team player
Investment Due Diligence
Top-down and macro analysis
Additional Information
Interned at ICBC Private Banking to gain insights on MOM management; tailored wealth management plan for high-net-worth clients
As trainee at AMPLIFIED TRADING LTD. Traded in simulation system as sales trader; Traded futures contract on commodities with technical analysis to gain further understanding of market movement.
Interests
CQC E-sports
Timeline
Sales Manager
ICBC Financial Leasing Co.,ltd
12.2020 - Current
Senior Client Service Manager
ICBC Shenzhen Branch
05.2018 - 12.2020
University of Manchester
Master of Science from Finance
09.2016 - 12.2017
University of Pittsburgh
Bachelor of Science from Finance,International Business,German
08.2012 - 04.2016