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Joe Zhang, Cfa, Ca

Associate Client Director at ASB Bank
Intro Book
Joe Zhang, a seasoned finance professional with 8+ years of experience in Financial Audits, Financial Modeling, and Financial Analysis, holds a First Class Honours degree in Commerce from the University of Auckland.
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Location
Auckland, Auckland, New Zealand, NZ
Languages
  • English -
  • Chinese -
Skills
  • Financial Audits
  • External Audit
  • Ifrs
  • Assurance
  • Reuters
  • Show all
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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2014
    - May, 2026
  • Chartered Accountant
    New Zealand Institute of Chartered Accountants - 2012

Experience

  • ASB Bank
    • New Zealand
    • Banking
    • 700 & Above Employee
    • Associate Client Director
      • Jan 2019 - Present

    • Senior Analyst
      • Oct 2015 - Jan 2019

  • Ernst & Young
    • Senior Analyst - Transaction Advisory Services
      • Mar 2013 - Sep 2015

      Key responsibilities include:Construct complex financial models, running sensitivity analysis and business valuation using Excel and VBA ProgrammingPerform industry/sector as well as company specific research Excellent working knowledge with Thomson Reuters Eikon and S&P Capital IQ

    • Assurance
      • Feb 2009 - Feb 2013

      Financial Statement Audit (External Audit);Financial Instrument Valuation;Extensive Experience and Exposure with Financial Tools including Bloomberg; Reuters 3000 Xtra; and Reuters Eikon

Education

  • 2005 - 2009
    University of Auckland
    Bachelor of Commerce with First Class Honours, Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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