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Steve Zhang

Steve Zhang

Investment Banking Analyst/Intern

Followers of Steve Zhang199 followers
location of Steve ZhangNew York, New York, United States

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  • Timeline

  • About me

    Rates Analyst at Morgan Stanley

  • Education

    • Columbia University

      2020 - 2022
      Master's degree Operations Research--Finance&Management Concentration GPA: 3.73

    • Rutgers Business School

      2016 - 2019
      Bachelor of Science, Summa Cum Laude Graduate Finance, General GPA3.9

      Activities and Societies: Beta Gamma Sigma Honor Society Bachelor of Science, Summa Cum Laude GraduateDean’s List Honor in Rutgers Business School in consecutive three years

    • Stanford University

      2018 - 2018
      Summer Case Research-- Analysis of Financing a Large Financial Investment Bank Finance and Financial Management Services Top Level Student

      Activities and Societies: Group Research Member, instructed by Professor Jeffrey D. Brown from Stanford University and Principal, Brown Brothers Energy & Environment, LLC • Conducted group studies on feasibility analysis, debt markets, and equity markets• Took project development and financing environment analysis and built the pricing modelfor renewable natural energy• Built the optimal financing proportion model for new energy investment• Utilized a sensitivity analysis model based on Monte Carlo Simulation and BernoulliSplitting Algorithm• Set and improved models on risk assessment and control and sensitivity analysis

  • Experience

    • Goldman Sachs

      Jun 2018 - Oct 2018
      Investment Banking Analyst/Intern

      • Financial modeling and valuation including DCF, company comparable, precedent transaction comparable, and business financial combination• Industrial and market research on educational investment • Feasibility analysis & pitch materials preparation

    • The Bank of East Asia, Limited (BEA)

      Nov 2018 - Jan 2019
      Loan Analyst/Intern

      • Fixed Income Management

    • China Huarong Asset Management

      Jun 2019 - Sept 2019
      Investment Management Analyst/Intern

      • Valuation models, profitability analysis, stress testing model, and enterprise rating• Financial statement analysis for real estate companies• Due diligence&Project management • Investment Management

    • CITIC Securities Company Limited

      Oct 2019 - Dec 2019
      Investment Banking Analyst/Intern

      • Maintained valuation models• Quantitative financial statement analysis• Transaction execution, portfolio management, structuring&pricing • DCF prediction, P&L analysis, VaR estimation • Industry due diligence&primary research

    • Morgan Stanley

      Aug 2022 - now
      Analyst

      • Research on the US banking industry • Research on Global Macro/Economy & Rates Market • EVE prediction, portfolio analysis, Interest Rate Risk on Banking Book (IRRBB) review• Cross Asset derivative strategy

  • Licenses & Certifications

    • Wall Street Prep-Excel Crash Course

      Wall Street Prep
      May 2019

    • Market Concepts Learning

      Bloomberg for Education
      Nov 2017

    • Wall Street Prep Financial Modeling

      Wall Street Prep
      Jan 2022

    • Online Project-Based Research Program in Project Finance

      Stanford Steyer-Taylor Center for Energy Policy and Finance
      Sept 2018

  • Honors & Awards

    • Awarded to Steve Zhang
      Summa Cum Laude Graduate Rutgers Business School May 2019
    • Awarded to Steve Zhang
      Dean's List Rutgers Business School Dec 2017 GPA over 3.5
    • Awarded to Steve Zhang
      Dean's List Rutgers Business School May 2017 GPA over 3.5
    • Awarded to Steve Zhang
      Dean's List Rutgers Business School Dec 2016 GPA over 3.5

  • Volunteer Experience

    • Student Assistant

      Issued by Philippine Cultural College on Jan 2018
      Philippine Cultural CollegeAssociated with Steve Zhang

    • Clearner

      Issued by Shark River Cleanup Coalition INC. on Oct 2016
      Shark River Cleanup Coalition INC.Associated with Steve Zhang