Xinyu Zhang
Fixed Income Strategy Research Intern at Essence Securities Co., Ltd- Claim this Profile
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English Full professional proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Life-Long Member
Beta Gamma SigmaMar, 2020- Nov, 2024 -
CFA Level I Passed, Top 10%
CFA InstituteMar, 2023- Nov, 2024
Experience
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Essence Securities Co., Ltd
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China
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Investment Banking
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200 - 300 Employee
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Fixed Income Strategy Research Intern
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Jun 2023 - Present
• Research on the potential returns range of bond active management, using bet size and investment skills as parameters, with CSV and multivariable models to support the results. Article submitted for journal review. • Research on empirical duration, how ratings and coupon rates are related to it, and how it helps investment. • Research on “fallen angel” bonds in China and the possibility to gain from the post-announcement reversal. • Research on the potential returns range of bond active management, using bet size and investment skills as parameters, with CSV and multivariable models to support the results. Article submitted for journal review. • Research on empirical duration, how ratings and coupon rates are related to it, and how it helps investment. • Research on “fallen angel” bonds in China and the possibility to gain from the post-announcement reversal.
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Fullgoal Fund Management Co., Ltd.
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China
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Investment Management
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1 - 100 Employee
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Intern
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May 2022 - Jul 2022
• Developed monthly reports of 5 fund products by analyzing fund performance statistics and changes in investment distribution, using Wind, Excel and VBA. • Composed monthly analysis based on recent economic and political changes • Produced company marketing materials with the latest performance figures • Developed monthly reports of 5 fund products by analyzing fund performance statistics and changes in investment distribution, using Wind, Excel and VBA. • Composed monthly analysis based on recent economic and political changes • Produced company marketing materials with the latest performance figures
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Zhongtai Financial International Limited
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Hong Kong
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Investment Banking
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1 - 100 Employee
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Asset Management Intern
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Sep 2021 - Nov 2021
• Designed the fund fact sheet of a new fund project and wrote the market analysis section for September. • Analyzed the changes in a new insurance policy the company plans to use. • Designed the fund fact sheet of a new fund project and wrote the market analysis section for September. • Analyzed the changes in a new insurance policy the company plans to use.
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Industrial and Commercial Bank of China
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China
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Banking
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700 & Above Employee
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Investment Banking Intern
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Jul 2021 - Jul 2021
• Developed a company financial analysis based on accounting reports • Developed a company financial analysis based on accounting reports
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Roland Berger
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Germany
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Business Consulting and Services
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700 & Above Employee
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Part-time Assistant
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Dec 2020 - Feb 2021
• Researched on regional policies in the relevant industry. • Analyzed expert interviews and compiled 4 sets of refined notes for main points. • Researched on regional policies in the relevant industry. • Analyzed expert interviews and compiled 4 sets of refined notes for main points.
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Yale School of Management
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United States
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Higher Education
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400 - 500 Employee
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Part-Time Research Assistant
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May 2020 - Sep 2020
Worked with Professor Jason Abaluck on his project about the relaxation of rationality assumptions in discrete choice models in non-behavioural economics research. Worked with Professor Jason Abaluck on his project about the relaxation of rationality assumptions in discrete choice models in non-behavioural economics research.
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Yale Department of Economics
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United States
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Higher Education
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1 - 100 Employee
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Tobin Research Assistant
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Feb 2020 - May 2020
• Worked with Professor Mushfiq Mobarak on his project: Commuting Infrastructure, Mode choice, and Spatial Misallocation, as a participant of the Tobin Undergraduate Research Assistantships Program. • This project uses variation in the quality of commuting infrastructure across global cities which creates variation in the spatial extent of the surrounding labor market, to evaluate potential effects of infrastructure improvements in alleviating spatial misallocation in the US. Tasks involved: • Compiling a review of the transportation literature on commuting infrastructure around the world. • Collecting data on the cost of commuting, parking, and general car use in cities around the world. • Assisting with data processing and analysis. Show less
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Bank of China
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Banking
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700 & Above Employee
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Corporate Banking Intern
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Aug 2019 - Aug 2019
• Appraised the financial condition of credit-extension clients by analysing the balance sheets, income statements, and cash flow statements through recent 4 years. • Studied 30+ credit extension products, their properties, risk characteristics and examination & approval procedures. Products include: Letter of Credit, Factoring, Letter of Guarantee, and various types of loans. • Reviewed client contact reports submitted by client managers from 10 lower branches, and produced a summary of status of 400+ corporate accounts, focusing on whether the accounts are nearing the critical point to be upgraded, and the customers' willingness to install ETC, etc. • Studied 30+ investment banking products, their risk characteristics and prospect clients. Show less
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Asia Global Institute
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Hong Kong
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Research
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1 - 100 Employee
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Research Assistant
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Jan 2019 - Aug 2019
• Helped in Professor Chen Zhiwu's research on the evolution of empirical studies. • Extracted data from the journals Past & Present and British Journal of Political Science, and from related working papers, reference papers, authors' websites, etc. when needs be. • Analysed the pattern of empirical studies, including the number of observations, the level of the sample, and whether empirical study is integrated with mathematical models, econometrics, and calibration. • Reviewed other students' works, corrected mistakes and refined comments. Show less
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AIA
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Hong Kong
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Insurance
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700 & Above Employee
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Wealth Management Intern
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Jul 2019 - Jul 2019
• Researched and presented on the electronic sports industry and its practitioners’ finance trajectory. • Simulated a meeting with a client by following standard selling procedures. • Studied various types of insurance plans. • Researched and presented on the electronic sports industry and its practitioners’ finance trajectory. • Simulated a meeting with a client by following standard selling procedures. • Studied various types of insurance plans.
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Bank of the Philippine Islands (BPI)
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Philippines
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Banking
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700 & Above Employee
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Project Intern
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Jun 2019 - Jun 2019
• Worked in BPI Foundation, the social development arm of BPI, particularly in the financial education team. • Researched on the financial literacy in the underserved communities in the Philippines, through reports by OECD and Bangko Sentral ng Pilipinas (BSP, the central bank). • Evaluated the effectiveness of Fin-Ed-In-A-Box (a financial education programme) by formulating questionnaires and designing interviews. 3/5 questions are scheduled to be put to use immediately. • Worked as the leader of fellow interns, composed weekly progress updates, reported questions and concerns as well as daily attendance. Show less
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Education
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2022 - 2024
Cornell University
MS Applied Economics and Management, GPA 3.85 -
2017 - 2022
The University of Hong Kong
Bachelor of Economics and Finance, Major GPA: 3.75 -
2019 - 2020
Yale University
Yale Visiting International Student Program (Y-VISP), Economics and Mathematics -
2018 - 2018
University of Cambridge
Pembroke-King’s Programme (PKP), UK percentage 70% (A) -
2014 - 2017
Nankai High School
High School Diploma, Sciences
Community
