
Lei Zhang, CFA
Business Analyst

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

新余一中
1999 - 2002High School
London School of Economics and Political Science
2006 - 2007MSc Statistics
Renmin University of China
2002 - 2006BSc Statistics - Risk and Actuarial Science stream
Experience

Standard Chartered Bank
Nov 2007 - Jun 2008Business AnalystMaintain financial performance database for HK, India, Singapore & Indonesia markets.

ALICO Western Europe Investments
Aug 2008 - Oct 2010Quantitative AnalystSupport 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 2012AssociateManage 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 2017Short-term fixed-income trader and Credit strategistExecute 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 2019Associate Portfolio ManagerLead 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 2023Fund ManagerLead 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 InstituteSept 2013- View certificate

CFA Institute Charterholder
CFA InstituteAug 2024 - View certificate

Certificate in ESG Investing
CFA UKOct 2021
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