Lei Zhang, CFA

Lei Zhang, CFA

Business Analyst

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location of Lei Zhang, CFALondon, England, United Kingdom

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  • Timeline

  • About me

    Fund Manager | Fixed Income Index Funds, GBP/EUR Corp Credit, Govies

  • Education

    • 新余一中

      1999 - 2002
      High School
    • London School of Economics and Political Science

      2006 - 2007
      MSc Statistics
    • Renmin University of China

      2002 - 2006
      BSc Statistics - Risk and Actuarial Science stream
  • Experience

    • Standard Chartered Bank

      Nov 2007 - Jun 2008
      Business Analyst

      Maintain financial performance database for HK, India, Singapore & Indonesia markets.

    • ALICO Western Europe Investments

      Aug 2008 - Oct 2010
      Quantitative Analyst

      Support Regional Chief Investment Officer in managing PRF, the flagship portfolio of Alico UK valued at £2bn, with 30% comprising CMBS and RMBS (including UK non-confirming, UK prime, and UK buy to let).

    • MetLife Alico

      Nov 2010 - Sept 2012
      Associate

      Manage EMEA short-term fixed income portfolios – liquidity management, market quotes collection, issuer allocation and pre-trade compliance check.Compile investment update decks for presentations to Board members and the Investment Committee

    • MetLife

      Sept 2012 - Jan 2017
      Short-term fixed-income trader and Credit strategist

      Execute GBP/EUR short-term money market trades (incl. time deposits, CDs/CPs, T-bills). Trade long term government bonds via Tradeweb. Work with Derivatives desk to ensure timely execution of cross currency hedges.

    • UBS

      Apr 2017 - Jan 2019
      Associate Portfolio Manager

      Lead PM of segregate mandates (total AUM over EUR1.3bn) tracking EUR IG corporate indices (FTSE, Bloomberg Barclays; ICE BAML; IBOXX). Deputy PM of UK Gilts pooled funds (over £3bn); and back up PM of EUR/US Corp ETFs and EUR govies accounts.Direct the FX hedge process for daily subscription/redemption of all ETFs manages by the team(US corps, EUR corps and EM strategies)

    • Legal & General Investment Management (LGIM)

      Feb 2019 - Mar 2023
      Fund Manager

      Lead fund manager of over 15 indexed fixed income funds. Main focus are GBP/EUR Corp credit index funds (IG & Fallen Angels, AUM near £4bn), UK Linkers pooled funds (over £20bn) and multi currency quasi-government bond funds (approx. ¢800m in total). Serving as Deputy Manager for an addition suite of indexed EUR governments and credit funds.

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2013
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • Certificate in ESG Investing

      CFA UK
      Oct 2021
      View certificate certificate