See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Yubin Zhang profile image

Yubin Zhang

投资银行总部 at 中信建投证券
Intro Book
Yubin Zhang, a seasoned investment banking professional with 6+ years of experience, holds a Master's in Risk Management from Columbia University, and a Bachelor's in Financial Mathematics from University of Liverpool and Xi'an Jiaotong-Liverpool University.
  • Claim this Profile
Location
Beijing, China, CN
Languages
  • Chinese Native or bilingual proficiency
  • English Professional working proficiency
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Yubin Zhang, a seasoned investment banking professional, has established a strong foundation in risk management and financial analysis, honed through his Master's degree in Risk Management from Columbia University in the City of New York. His academic background in Financial Mathematics from the University of Liverpool and Xi'an Jiaotong-Liverpool University provides a solid foundation for his work. With native fluency in Chinese and professional working proficiency in English, Yubin has successfully navigated various markets, including the US and China. His professional experience includes stints at prominent firms like AXA US, EY, and China Securities Co., Ltd., where he contributed to high-profile deals and projects, such as the $250M M&A deal in the IoT industry and the acquisition of 43% equities of a competitor for a new energy company.

Credentials

  • CFA I Candidate
    -
  • FRM I Candidate
    -

Experience

  • 中信建投证券
    • 北京 东城区
    • 投资银行总部
      • Sep 2017 - Present
      • 北京 东城区

  • CDH Investments
    • Remote NY
    • 投资助理
      • Jun 2017 - Aug 2017
      • Remote NY

  • Cybernaut(China) Investment group
    • New York
    • 投资助理
      • May 2017 - Jun 2017
      • New York

  • AXA US
    • New York
    • Financial Advisor Intern
      • Jan 2017 - Mar 2017
      • New York

  • Alpha Capital Corporation
    • 美国 大纽约地区
    • Investment Banking Intern
      • Sep 2016 - Nov 2016
      • 美国 大纽约地区

       Performed acquisition analysis on China Mobile Communication Corporation on its $250M M&A deal in IoT industry.  Conducted DDA, DCF analysis valuation, comparable analysis and precedent transactions analysis on its potential acquisition target.   Prepared detailed teaser, PPT and other relative materials for presentations to clients

  • EY
    • 中国 上海
    • Summer Intern in Financial advisory services
      • Jun 2015 - Aug 2015
      • 中国 上海

       Conducted industrial research and Financial Due Diligence with team requested by a local new energy company and successfully supported to acquisition by occupying 43% equities of another competitor Built daily connections with clients to report work schedule and fulfill their requests Coordinated the team and enhanced the efficiency of team projects by suggesting a leader-rolling team Led a new team to sponsor and conduct own industrial research and company’s future profit prediction analysis without help from manager

  • Bank of China
    • China
    • Assistant in Individual Wealth Management
      • Jun 2014 - Aug 2014
      • China

       Identified 5 superior and potential customers and sold the high quality financial products including bonds, insurance, trust products, QD II with total investment worth than ¥0.8M Provided quality consulting services and supported to effectively solve common related problems of financial instruments

Education

  • 2016 - 2017
    Columbia University in the City of New York
    Master’s Degree, Risk Managemnet
  • 2013 - 2016
    University of Liverpool
    Bachelor’s Degree, Financial Mathematics
  • 2012 - 2013
    Xi'an Jiaotong-Liverpool University
    Bachelor’s Degree, Financial Mathematics

Suggested Services

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

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles