Shengyu Zhang

Experience

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  EY

  Jul 2014 - Sept 2014

  Accountant Assistant

  Co-ordinated with senior accountant during the audit process of an asset management company.Improved calculation logics of a spreadsheet to more clearly present product details and interest payment structure.Frequently communicated with client and banks to conduct bank confirmation process.

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  First Beijing

  Jun 2015 - Sept 2015

  Investment Analyst

  Developed investment summary independently to pitch potential stocks. Conducted DuPont analysis, earnings forecast, valuation matrix and DCF models to analyze intrinsic value and generate convincing investment logics.Efficiently selected from pool of over 1000 stocks using financial indicators; further researched into 40 stocks and conducted 8 investment summaries, one of which entered the portfolio.Communicated professionally with companies’ Investor Relations Departments to strengthen previous research. Show less

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  Guorong Securities Ltd.

  May 2016 - Jul 2016

  Fixed Income Analyst

  Conducted credit analysis to support proprietary trading and investment. Built forbidden category of bonds by summarizing past credit events and summarizing risk factors.Traced macro indicators to capture market changes. Analyzed potential effects on current holdings and proposed reports on regular meetings.Dealt with data efficiently using Exceland VBA, including information abstract, sortation, calculation and summary.

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  Qian Hai Furi Investment Fund

  Aug 2016 - Jul 2017

  Research Analyst

  Conducted in-depth research on selected companies to support senior associates and portfolio manager.Applied great attention to details when building financial models. Figured out key drivers of a business and made assumptions accordingly to project future cash flow.Followed up on companies and industries on interest list. Obtained information from various sources, including financial terminal, teleconference, investor information session.

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  RBC

  Jan 2018 - Apr 2018

  Financial Analyst

  Conducted profit and loss analysis and financial reporting; quickly learnt to do daily work independently.Acted as a primary point of contact for front office queries and issues, tracking and completing tasks in a timely fashion; got good feedbacks from the traders.Streamlined current processes, identified opportunities to improve spreadsheets and procedures; all of which would help maintain operational effectiveness.Documented new processes, and pro-actively wrote a handbook for future coop students on our team. Show less

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  RBC Capital Markets

  Sept 2018 - Dec 2018

  Market Risk Analyst

  Counterparty Risk Trading

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  RBC Capital Markets

  Jun 2019 - now

  Market Risk Manager

  Commodities