Yunhan ZHAO, CFA

Investment Banking Assistant Vice President at ICBC International
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK
Languages
  • Mandarin Native or bilingual proficiency
  • English Full professional proficiency
  • Cantonese Full professional proficiency
  • Shanghainese Full professional proficiency
Skills

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Credentials

  • Licensing Examination Paper 17 for Securities and Futures Intermediaries
    Hong Kong Securities and Investment Institute
    Dec, 2022
    - Nov, 2024
  • CFA Charterholder
    CFA Institute
    Aug, 2021
    - Nov, 2024
  • Licensing Examination Paper 16 for Securities and Futures Intermediaries
    Hong Kong Securities and Investment Institute
    Mar, 2019
    - Nov, 2024
  • Licensing Examination Paper 1 for Securities and Futures Intermediaries
    Hong Kong Securities and Investment Institute
    Feb, 2019
    - Nov, 2024
  • Licensed for Regulated Activities (Type 1, 4 and 6)
    Securities and Futures Commission (SFC)
    Jan, 2019
    - Nov, 2024

Experience

  • ICBC International
    • Hong Kong
    • Financial Services
    • 200 - 300 Employee
    • Investment Banking Assistant Vice President
      • Nov 2018 - Present

      Selected deal experience: • TOT BIOPHARM (1875.HK) --- served as sole sponsor for its HK IPO • Dongguan Rural Commercial Bank Co., Ltd. (9889.HK)--- served as joint sponsor for its HK IPO • A leading international curriculum education service provider in the Yangtze River Delta --- served as joint sponsor for its HK IPO (in execution) • A leading property developer headquartered in Anhui province --- served as sole sponsor for its HK IPO (in execution) • A leading clinical genetic testing company in China --- served as sole financial advisor for its acquisition of a HK local genetic testing company (in execution) Show less

  • China Merchants Bank
    • China
    • Banking
    • 700 & Above Employee
    • Analyst, U.S. Leveraged Finance & Structured Finance
      • Feb 2017 - Jul 2018

      • Provided overall US$1,042mm credit facility commitment to U.S. corporate clients for financing needs in Mergers & Acquisitions, Leveraged Buy-outs, structured finance warehousing, etc. • Drafted credit application memoranda with 30+ pages, including industry research, fundamental analysis, financial projection, collateral/enterprise value coverage analysis, risk assessment, etc. • Built three-statement financial projection models to assess borrowers’ future credit metrics, free cash flow generation ability, and debt repayment schedule including amortization and cash sweep, with underlying assumptions based on fundamental analysis for comparable companies • Built DCF and Comparable Company models to evaluate the borrowing base/enterprise value of the borrowers • Prepared pitchbooks using MS Powerpoint, liaised with clients and other syndicate banks on a daily basis; coordinated internally to expedite credit applications including communicating with internal deal committees, conducting KYC process, etc. Show less

  • Pillars of Wall Street
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Trainee, Advanced modeling and M&A/LBO workshop
      • May 2016 - May 2016

      • Attended a workshop covering integrated financial statement models. • Built models for LBO and M&A analysis including considerations such as non-cash sweep, sources and use of funds, etc. • Attended a workshop covering integrated financial statement models. • Built models for LBO and M&A analysis including considerations such as non-cash sweep, sources and use of funds, etc.

  • Lorentzen & Co
    • Norway
    • Maritime Transportation
    • 1 - 100 Employee
    • Assistant to Business Consultant
      • Apr 2014 - Jan 2015

      • Provided consulting service for clients, including business valuation, vessel valuation and market research. • Produced weekly and monthly market research reports, ensured that managers and clients had access to current market information for use in business planning and provided support for valuation assumptions.

    • Shipbroker and Consultant Trainee
      • Jul 2014 - Sep 2014

      • Selected for special assignment in Oslo as Shipbroker and Consultant Trainee based on excellent performance after only three months.• Conducted business valuation and vessel valuation to develop effective investment strategy in support of ship companies seeking to purchase or sell fleet of ships.• Produced market research reports on ocean transportation, seaborne trade, and ship financing; collected data and analyzed news and market trends; ensured that managers and clients had access to current market information for use in business operations planning. Show less

Education

  • University of Rochester - William E. Simon Graduate School of Business Administration
    Master of Science (MS), Master of Science in Finance
    2015 - 2016
  • Shanghai Maritime University
    Bachelor’s Degree, Major in International Shipping Management/ Minor in English
    2010 - 2014

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