Shuntao Zhou

Investment Manager at Guolian Securities
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Contact Information
us****@****om
(386) 825-5501
Location
Wuxi, Jiangsu, China, CN
Languages
  • Chinese Native or bilingual proficiency
  • English Full professional proficiency

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Credentials

  • Master of Science in Business Analytics
    Washington University in St. Louis
    May, 2022
    - Nov, 2024
  • Intermediate R
    DataCamp
    Jan, 2022
    - Nov, 2024
  • Introduction to R
    DataCamp
    Jan, 2022
    - Nov, 2024
  • Career Stamp
    美国华盛顿大学圣路易斯分校 - 奥林商学院
    Jan, 2021
    - Nov, 2024
  • CFA Level 1
    CFA Institute
    Jan, 2020
    - Nov, 2024
  • Certificate of Putonghua Proficiency Test Level 1,Grade B 普通话一级乙等
    State Language Commission 国家语言文字工作委员会
    Nov, 2019
    - Nov, 2024
  • Programming for Everybody (Getting Started with Python)
    Coursera
    Aug, 2019
    - Nov, 2024
  • The funds qualification certificate 基金从业人员资格
    Asset Management Association of China 中国证券投资基金业协会
    Mar, 2019
    - Nov, 2024
  • The futures qualification certificate 期货从业人员资格
    China Futures Association 中国期货业协会
    Mar, 2019
    - Nov, 2024
  • The securities qualification certificate 证券业从业人员资格
    Securities Association of China 中国证券业协会
    Mar, 2018
    - Nov, 2024
  • Apsara Clouder云计算专项技能认证：云服务器ECS入门
    阿里云
    Feb, 2023
    - Nov, 2024

Experience

  • 国联证券股份有限公司
    • Investment Management
    • 1 - 100 Employee
    • Investment Manager
      • Mar 2023 - Present

      FOF/TOF Investment Manager, Asset Management Department FOF/TOF Investment Manager, Asset Management Department

  • University of San Diego - Knauss School of Business
    • United States
    • Higher Education
    • 1 - 100 Employee
    • Research Assistant, School of Business, University of San Diego, US
      • May 2019 - Jun 2020

      Working with Professor Zhenhua Chen online focusing on the research frontier in finance and having witnessed the power of data analytics in studying the financial market; Analyzing Chinese newspaper articles to help professor verify whether the keywords identified by the computer is appropriate and improve the accuracy of machine classification. Working with Professor Zhenhua Chen online focusing on the research frontier in finance and having witnessed the power of data analytics in studying the financial market; Analyzing Chinese newspaper articles to help professor verify whether the keywords identified by the computer is appropriate and improve the accuracy of machine classification.

  • Guolian Trust Co., Ltd.
    • China
    • Investment Management
    • Analyst, Trust Business Unit, Guolian Trust, Wuxi, China
      • Jul 2019 - Sep 2019

      Due diligence investigation on a collective fund trust program; integrated information such as local government policy, economic development and mainstay industry; wrote a detailed report Visited and investigated 15+ companies to evaluate and update their ratings and outlooks Participated in choosing Public-Private Partnership programs focused on slum reconstruction; evaluated feasibility and wrote a report Due diligence investigation on a collective fund trust program; integrated information such as local government policy, economic development and mainstay industry; wrote a detailed report Visited and investigated 15+ companies to evaluate and update their ratings and outlooks Participated in choosing Public-Private Partnership programs focused on slum reconstruction; evaluated feasibility and wrote a report

  • Wanlian Securities
    • Financial Services
    • 1 - 100 Employee
    • Analyst, New Energy Industry Research Department
      • Jun 2018 - Nov 2018

      Assisted analysts in analysis of industry and companies Wrote research reports on leading enterprises in China’s new energy industry Collected relevant industry data; organized and updated the database Wrote daily and weekly reports according to market performance of target companies Assisted analysts in analysis of industry and companies Wrote research reports on leading enterprises in China’s new energy industry Collected relevant industry data; organized and updated the database Wrote daily and weekly reports according to market performance of target companies

Education

  • 美国华盛顿大学圣路易斯分校 - 奥林商学院
    Master of business analytics, Financial technology analytics
    2020 - 2022
  • 对外经济贸易大学
    Bachelor of Economics, Finance，School of International Trade and Economics
    2016 - 2020
  • 无锡市第一中学
    高中, Sciences
    2013 - 2016
  • 无锡外国语学校
    初中, Sciences
    2010 - 2013

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