Xiangyu Zhu
Analyst at Apax- Claim this Profile
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Chinese Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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ACCA
ACCA -
CFA
CFA Institute -
CPA
中国注册会计师 -
LOMA
LOMA
Experience
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Apax
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Venture Capital and Private Equity Principals
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200 - 300 Employee
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Analyst
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Mar 2021 - Present
• Deal execution: lead external advisors on verifying key diligence point based on market research, expert survey, management imput, etc. on live deals; formulate and evaluate key thesis / risk for IC materials across sectors of tech-enabled services, consumer brand and chain, ESG, etc; • Target screening: work directly with MD on investment strategy, industry mapping and deal sourcing for recently closed digital and ESG fund; • Portfolio monitoring and fundraising: assist implementation of operational improvement practices for portfolio companies; generate investment credential for new Apax Buyout fund with global team. Selected Transactions: • Apax led series E investment of Yunzhangfang (Jan-2022 / May 2023) - Draft and present findings on asset quality and deal shape, build key operating and UE model; - Evaluate deal term, transaction structure and return, prepare other documents for closing; - Interact with founder and management team on key value-creation initiatives post investment. • Pet food brand investment committee session - Conduct extensive due diligence on China pet food market and company's business quality; - Build financial model assessing business performance and Apax return profile. Show less
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taiping life insurance co., LTD
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Insurance
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100 - 200 Employee
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Strategy Consultant
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Mar 2019 - Mar 2021
• Strategic research: L&H insurance industry research (consumer demand, industry policy),competitive benchmarking (peer performance metrics monitoring, product benchmarking, etc.) to propose key next-step strategy (distrubution channel focus, agent team development, etc.);- Market expansion initiative: utilize machine learning algorithm to forecast province-specificinsurance market demand and advise CEO on opening up new provincial division accordingly;• Healthcare & senior-care investment: collaborate with investment dept. with initial DD process(target incl. insur-tech startups, senior-living communities, hospitals, etc.) and advise on next-step investment / partnership. Show less
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Graduate Management Trainee
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Mar 2018 - Mar 2019
• Intern in Taiping headquarters and several sales branches, gain thorough understanding of sales and marketing operations in different channels;• Host and organise meetings, analyse sales data, make public speeches in seminars;• Film Taiping publicity video and act as campus ambassador in career events.
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China Securities Co., Ltd.
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China
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Financial Services
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300 - 400 Employee
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ECM Intern
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Sep 2017 - Dec 2017
Supported writing and sorting reports of different IPO, private placement and convertible bond projects Completed client coverage work, including requesting different institutional investors regarding bid price Supported writing and sorting reports of different IPO, private placement and convertible bond projects Completed client coverage work, including requesting different institutional investors regarding bid price
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Maven Global
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United Kingdom
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Financial Services
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1 - 100 Employee
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Part-time analyst
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Mar 2017 - May 2017
Researched different target companies and analysed their financial risks and hedging potential Illustrated the hedging strategy and models regarding various interest rate, commodity and FX risk and designing customer pitch book slides Researched different target companies and analysed their financial risks and hedging potential Illustrated the hedging strategy and models regarding various interest rate, commodity and FX risk and designing customer pitch book slides
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Global Banking Intern
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Sep 2015 - Oct 2015
Produced introduction part of pitch books of M&A sell-side deals of China Railway Construction Corporation Limited, China Southern Airlines Company Limited cases Prepared client meeting PPTs for several state-owned enterprises cases, translated key documents and generated memorandum of meetings. Produced introduction part of pitch books of M&A sell-side deals of China Railway Construction Corporation Limited, China Southern Airlines Company Limited cases Prepared client meeting PPTs for several state-owned enterprises cases, translated key documents and generated memorandum of meetings.
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Audit Intern
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Jan 2015 - Feb 2015
Prepared year-end financial statements auditing of China National Cereals, Oils and Foodstuffs Corporation (COFCO), Leica Geosystems Trade (Beijing) Co., Ltd Conducted whole bank confirmation control process: collected, received and categorised paper/electronic documents of COFCO and its subsidies (more than 20). Conducted 3 inventory checking in different areas in 2 days. Prepared year-end financial statements auditing of China National Cereals, Oils and Foodstuffs Corporation (COFCO), Leica Geosystems Trade (Beijing) Co., Ltd Conducted whole bank confirmation control process: collected, received and categorised paper/electronic documents of COFCO and its subsidies (more than 20). Conducted 3 inventory checking in different areas in 2 days.
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Education
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2016 - 2017
The London School of Economics and Political Science (LSE)
Master's degree, Accounting and Finance -
2012 - 2016
Central University of Finance and Economics
Bachelor's degree, Public Finance
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