Gongze Zhang, CFA

VP/Portfolio Manager/Trader/Fund Research Analyst at Daiwa Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • Chinese Native or bilingual proficiency
  • English Native or bilingual proficiency

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Nov, 2022
    - Nov, 2024
  • Certified Financial Risk Manager (FRM)
    GARP FRM Program
    Jan, 2022
    - Nov, 2024

Experience

  • Daiwa Asset Management
    • 1 - 100 Employee
    • VP/Portfolio Manager/Trader/Fund Research Analyst
      • Jun 2022 - Present

      • Managed two Latin America sub-advised funds based on model portfolios from Santander and Itau with judgments.• Guided 11 U.S. index, leveraged index mutual funds and ETFs for Japan retail and institutional investors.• Met with Tokyo headquarter colleagues and Japanese clients to report fund performance and market projections.• Executed trades for Latin America (ADR and BZ) and U.S Index funds (futures) when on trader shift.• Performed Annual Due Diligence on 38 sub-advised mutual funds based on RFI comparisons and company visits.• Maintained relationships with 3rd party managers by participating in meetings, virtual calls, and conferences.• Trained junior colleagues on trading, fund managing, and fund researching tasks. Show less

    • AVP/ Assistant Portfolio Manager/Trader/Fund Research Analyst
      • Nov 2021 - Jun 2022

      • Participated in managing Latin America sub-advised funds, indexed funds and ETFs, and relevant trades.• Monitored market liquidity to set trading instructions and limitations (usually 30%/5% max rate with VWAP).• Evaluated trading performance by calculating implementation shortfall, etc., and ranked sell-side brokers.• Confirmed trading info by matching with Aladdin Views, DTCC Omgeo, and BBG EMSI, then uploaded BLT files.• Kept trading performance, activities, cross checks, volume checks, and other relevant operation records.• Composed proposals on potential U.S. sub-advisory funds and FoF components for Japan retail and institutional investors.• Analyzed new fund ideas, resulting in the launching of leveraged inverse funds, and potentially Buffer ETFs. Show less

  • China Life Asset Management Company
    • Investment Management
    • 1 - 100 Employee
    • Research Analyst
      • Sep 2019 - Aug 2021

      • Researched U.S. macro factors and fund product trends, and constructed daily and monthly reports for 2 years. • Screened external managers by comparing portfolio matrix with benchmarks and peers by quantitative indicators. • Composed manager selection memos based on performance analyses, investor presentations, and manager DDQs. • Maintained qualitative records of funds and managers by tracking interviews, market forecasting, and walk the talk records. • Coordinated with the cross-functional team in Beijing to monitor and manage post-investment assets. • Sourced potential investment opportunities by representing the New York office in sponsored events. Show less

Education

  • University of Rochester - Simon Business School
    Master of Science - MS, Finance
    2018 - 2019
  • Binghamton University
    Bachelor's degree, Financial Economics
    2014 - 2018
  • Stony Brook University
    Bachelor's degree, Biochemistry
    2014 - 2014

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