Jerry Zheng, CFA, FRM
Analyst at Ascent Partners Group Limited- Claim this Profile
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Bio
Credentials
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Certified Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP)Jan, 2021- Nov, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteOct, 2020- Nov, 2024
Experience
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Ascent Partners
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China
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Financial Services
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1 - 100 Employee
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Analyst
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Oct 2017 - Present
Calculated the fair value of assets for the purpose of fund raising, merger / sales or financial reporting. Applied income /market /cost approach to value the following assets: intangible assets (e.g. trademarks, distribution network, customer relationship, patents, etc.), enterprise/equity value, current asset/liability, biological assets, mining assets, investment property, etc. Specializing in the financial reporting requirements in purchase price allocation, assets impairment test. Applied binomial tree model, Monte Carlo simulation, Black-Scholes model to value the assets as follows, includes but not limited to: convertible redeemable preferred shares, convertible bonds, options, value adjustment mechanism, contingent consideration/liability/bonds, etc. Advised on key terms of employee share options, preferred shares in corporate financing activities, provided analysis to clients on management buyout, leverage buyout. Analyzed the corporate financial data, calculated financial ratios, assessed credit ratings, and reviewed the financial forecasting. Liaise with auditors, sponsors and lawyers, answered stock exchange’s questions. Market due diligence, feasible analysis, financial analysis, financial advisor. Engaged in business development, prepared pitch books and proposals, maintained customer relationship and controlled risk factors. Show less
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Lukfook Financial
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Hong Kong SAR
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Analyst
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Oct 2016 - Oct 2017
Responsible for publishing stock market articles on AA-stock and ET-Net. Write daily stock market, crude oil, gold market analysis and research reports. Write investment strategy report, including macroeconomy, stock market, oil market analysis. Interpret economic data, research the characteristics of different industries, write industry research and analysis reports, and make suggestions on portfolio investment. Research and judge the mainstream trends, hot spots, policies, and major events of the market, collect, sort out and analyze economic information, and provide relevant analysis reports. Show less
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Education
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2015 - 2016
The Hong Kong Polytechnic University
Master's degree, Finance, General -
2011 - 2015
Shenzhen University
Bachelor's degree, Finance, General
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