Yijun Zhao

Portfolio Operations Analyst at Milliman Financial Risk Management
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US
Languages
  • Chinese Native or bilingual proficiency
  • Japanese Elementary proficiency
  • German Elementary proficiency
  • English Professional working proficiency
Skills

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Bio

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Credentials

  • Certified Financial Risk Manager (FRM)
    Global Association of Risk Professionals (GARP)
    Apr, 2022
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Level I Passed
    CFA Institute
    Aug, 2019
    - Nov, 2024
  • Lifetime Memeber
    Beta Gamma Sigma
    Nov, 2018
    - Nov, 2024

Experience

  • Milliman Financial Risk Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Operations Analyst
      • Oct 2019 - Present

  • Illinois Institute of Technology
    • United States
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant
      • Jan 2019 - May 2019

  • Guotai Junan Securities Co., Ltd
    • Financial Analyst
      • May 2016 - Aug 2016

      Conducted studies on certain industries and their leading stocks, by analyzing macroeconomic information, industry research reports, firms’ financial statements and technical indicators (MA, MACD, KDJ).Managed existing security accounts, including providing wealth management recommendations, preparing presentations about investment opportunities and introducing new financial products. Conducted studies on certain industries and their leading stocks, by analyzing macroeconomic information, industry research reports, firms’ financial statements and technical indicators (MA, MACD, KDJ).Managed existing security accounts, including providing wealth management recommendations, preparing presentations about investment opportunities and introducing new financial products.

Education

  • Illinois Institute of Technology
    Master's degree, Mathematical Finance
    2017 - 2019
  • Southwestern University of Finance and Economics
    Bachelor's degree, Finance
    2013 - 2017

Community

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