WILLIAMS ZHAO

Experience

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  China Fortune Securities Company

  Jun 2009 - Apr 2011

  Research analyst

  Equity Analyst (non-ferrous metal and steel) - Research Group• Initiated coverage of Chinese non-ferrous metal and steel sector, made investment recommendations for 8 companies in the sector, and published 12 research papers every quarter• Analyzed companies by evaluating industry fundamentals using discounted cash flow and relative valuation technique, and by building detailed financial models projecting earnings, cash flows, and balance sheets

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  HWABAO SECURITIES

  May 2011 - Dec 2013

  Equity manager/trader

  Investment Associate - Asset Management Group (May 2012 – Dec 2013)•Led fund raising activities for the division’s 1st stock index futures products and raised ¥60MM, handled all aspects of deal execution including structuring of products, formulated marketing strategy and preparing legal and marketing materials• Developed analytical models that evaluated arbitrage opportunities between HS300 index and stock index futures, pairs trading and earned an annual return of 13%Senior Trader/ Assistant Investment Associate - Equity Investment Group(May 2011 - May 2012)•Cooperated and managed over ¥700MM portfolio, and accomplished an annual return of 6% compare to market index (-25%) under highly adverse market conditions during 2011- 2012•Pitched 17 stock ideas to investment associate, provided comprehensive written evaluations on specific stocks, and earned positive return in 14 stock recommendation Show less

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  Shenyin & Wanguo Futures Co. Ltd.

  Jan 2014 - Mar 2016

  Investment Manager

  Investment Associate – Finance Management Department• Administrated over ¥1.4 billion futures companies' own funds, covered stocks, convertible bonds, corporate bonds, ETF funds, private-placement projects and so on,and yielded an annual return of 60% in stocks (weighted 10% of whole fund )•Set target allocations for various asset classes, rebalanced periodically depend on factors, such as the investor’s risk tolerance, time horizon and investment objectives and optimized information transfer as well as management process Show less

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  ICBC (GENERAL BRANCH-PRIVATE BANK DP)

  Apr 2016 - Aug 2023

  Portfolio Manager

  Product Manager (Alternatives group)– Investment Management Department• Constructed and managed alternatives portfolio involving non-standard projects (credits and equity), CTA hedge fund and private equity, established investment strategy and readjusted asset allocation plan according to fund manager performance •Fulfilled over ¥20 billion non-standard credit projects and ¥1.5 billion equity projects mainly in South China, such as Guangdong, Shenzhen, Guizhou and Yunnan, pre-evaluated and selected projects, designed transaction structure and conducted whole investment process •Completed over ¥1.6 billion CTA hedge fund investment and acquired annual return 12% (maximum drawdown 2.7%)•Initiated the Shenzhen FOF and other regional equity investment fund, participated in the establishment of the parent fund such as Vanke FOF, CICC Overseas FOF, Drafted the investment management measures for the FOF equity fund of the private bank, and modified the investment mechanism such as the investment committee and the advisory committee Show less

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  Wilfrid Laurier University

  Aug 2023 - Sept 2024

  MBA Student
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  DNC Real Estate Appraisal

  Sept 2024 - now

  Real Estate Appraiser

  Inspect properties to evaluate construction, condition, special features, and functional design, and also to take property measurements.Estimate building replacement costs using building valuation manuals professional cost estimators