Zhi Zhang, CFA,FRM

Vice president at Taikang Asset Management（泰康资产）
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Contact Information
us****@****om
(386) 825-5501
Location
CN
Languages
  • 中文 Native or bilingual proficiency
  • 英语 Professional working proficiency
  • 意大利语 Limited working proficiency

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Credentials

  • Chartered Financial Analyst
    CFA Institute
  • Financial risk management
    Global Association of Risk Professionals (GARP)
  • IELTS
    IELTS

Experience

  • Taikang Asset Management
    • Financial Services
    • 100 - 200 Employee
    • Vice president
      • May 2020 - Present

      We conduct Macroeconomy researching using fundamental methods and quantitative models. I build GDP, CPI, PPI nowcasting models, prepare digitalized reports covering traditional Macro fields like invest, social financing, social consuming etc, or ad hoc topic like Cov19, Federal etc. We also work as business analyst towards research, where we study the researching framework and investment models of the company and guide the technology team to digitalize it. We conduct Macroeconomy researching using fundamental methods and quantitative models. I build GDP, CPI, PPI nowcasting models, prepare digitalized reports covering traditional Macro fields like invest, social financing, social consuming etc, or ad hoc topic like Cov19, Federal etc. We also work as business analyst towards research, where we study the researching framework and investment models of the company and guide the technology team to digitalize it.

  • CICC
    • China
    • Investment Banking
    • 700 & Above Employee
    • Market Risk Associate
      • Nov 2016 - Present

      I was a risk manager covering FICC and quant-trading business, conducting VaR model analysis、model validation for derivatives and investment analysis from perspective of market risk and credit risk. I have a good understanding of both onshore and offshore financial market, products and derivatives. I conducted regular market analysis over Macroeconomic, rates, credit, currency and commodity. I`ve also gained experience in Basel III and IFRS 9 during the project with HKSFC. I was a risk manager covering FICC and quant-trading business, conducting VaR model analysis、model validation for derivatives and investment analysis from perspective of market risk and credit risk. I have a good understanding of both onshore and offshore financial market, products and derivatives. I conducted regular market analysis over Macroeconomic, rates, credit, currency and commodity. I`ve also gained experience in Basel III and IFRS 9 during the project with HKSFC.

  • CICC
    • China
    • Investment Banking
    • 700 & Above Employee
    • Assistant Risk Manager/Summer intern
      • Jun 2016 - Sep 2016

      Counterparty risk management, annual CR review. Derivatives pricing and greeks supervision. Counterparty risk management, annual CR review. Derivatives pricing and greeks supervision.

  • Vanke
    • China
    • Real Estate
    • 700 & Above Employee
    • Junior marketing manager/ Summer intern
      • Jun 2013 - Sep 2013

      Operational management in Sales & Marketing Department Marketing budget management and company-wide coordination Business negotiation with cooperative companies Real estate projects supervision , Information summary and analysis 营销合作方商谈和方案推进，合作方管理及项目营销工作对接 公司网站方案设计，新媒体（微博、微信）营销工作设计 销售中心运营管理，营销费用监管和把控，公司内部资源整合与分配，销售中心运营岗日常工作 Operational management in Sales & Marketing Department Marketing budget management and company-wide coordination Business negotiation with cooperative companies Real estate projects supervision , Information summary and analysis 营销合作方商谈和方案推进，合作方管理及项目营销工作对接 公司网站方案设计，新媒体（微博、微信）营销工作设计 销售中心运营管理，营销费用监管和把控，公司内部资源整合与分配，销售中心运营岗日常工作

  • China Asset Management Co., Ltd.
    • China
    • Financial Services
    • 100 - 200 Employee
    • Data mining analyst
      • Mar 2013 - Jun 2013

      Independently designed and implemented data mining scheme based on customers data. Successfully constructed customers churn analysis, customer text mining analysis and cross-selling models. Leader of project team, making plan and researching target. 独立设计和实施客户数据挖掘方案，建立客户流失和文本挖掘模型系统，销售预测与客户行为分析 微信营销方案设计和初步推广工作（全权） 项目策划和团队讨论，作为核心成员参与客户分析体系的建立和完善 Independently designed and implemented data mining scheme based on customers data. Successfully constructed customers churn analysis, customer text mining analysis and cross-selling models. Leader of project team, making plan and researching target. 独立设计和实施客户数据挖掘方案，建立客户流失和文本挖掘模型系统，销售预测与客户行为分析 微信营销方案设计和初步推广工作（全权） 项目策划和团队讨论，作为核心成员参与客户分析体系的建立和完善

  • 青英研究中心 Qingying Research Centre
    • Beijing,China
    • Analyst and researcher
      • Nov 2012 - Apr 2013

      Accomplished published Social Report《The Historical Opportunity of Breaking the Barriers of Labor Reproduction》. Concentrated on the floating population in China, unscrambling the current situation of “Urban New-generation Migrants” and their possible future influence to China. Worked for Municipal Committee of the Communist Government(Peking) Social survey and interviews, also in Charge of data analysis and report writing Accomplished published Social Report《The Historical Opportunity of Breaking the Barriers of Labor Reproduction》. Concentrated on the floating population in China, unscrambling the current situation of “Urban New-generation Migrants” and their possible future influence to China. Worked for Municipal Committee of the Communist Government(Peking) Social survey and interviews, also in Charge of data analysis and report writing

  • BDO China-SHU LUN PAN Certified Public Accountants LLP
    • China
    • Accounting
    • 200 - 300 Employee
    • Accountant Asistant 注册会计师助理
      • Jul 2010 - Aug 2010

      CPA assistant，using EXCEL and PPT Mainly for Reporting and Analysis Audit project for Electric Power Company of China ,worked as Finical Audit Assistant 会计师助理，财务报表录入和校对，资料整理和递送，与委托企业工作沟通和协调 华电昆明发电厂项目，财务审计和实地考察 CPA assistant，using EXCEL and PPT Mainly for Reporting and Analysis Audit project for Electric Power Company of China ,worked as Finical Audit Assistant 会计师助理，财务报表录入和校对，资料整理和递送，与委托企业工作沟通和协调 华电昆明发电厂项目，财务审计和实地考察

Education

  • 中国人民大学
    Master's degree, Applied Statistics
    2012 - 2014
  • Università degli Studi di Firenze
    Master's degree, Actuarial sciences and finance
    2014 - 2016
  • 浙江大学
    Bachelor's degree, Statistics
    2008 - 2012

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