Andy Zhang Email & Phone Number

Toronto, On, Ca

San Francisco Bay Area

Building software for in-house lawyers (so they can leave work at 5PM everyday).

Founding member of an exciting team working on the future of NFT gaming and AI;Working on a little of everything but focused on ML engineering, tokenomics research, and smart contract development;

Working within the Capital Markets Group on various internal and external mandates;Research interests include cryptocurrencies and reinforcement learning;

Researching reinforcement learning on Bayesian neural networks;Researching Fourier transformations with 1D CNNs;

Toronto, Ontario, Canada

Worked as a part of a two-person private equity strategy (Summerhill Resorts Ltd.) acquiring RV resorts across Canada;Participated in all aspects of the M&A deal process, from constructing LBO models and CCA tax schedules, to preparing presentations, analysis, and forecasts for board and investment committee meetings;Completed ad hoc assignments, such as traveling on-site to meet with the broker and seller, constructing a proprietary database of all RV resorts in Ontario, and… Show more Worked as a part of a two-person private equity strategy (Summerhill Resorts Ltd.) acquiring RV resorts across Canada;Participated in all aspects of the M&A deal process, from constructing LBO models and CCA tax schedules, to preparing presentations, analysis, and forecasts for board and investment committee meetings;Completed ad hoc assignments, such as traveling on-site to meet with the broker and seller, constructing a proprietary database of all RV resorts in Ontario, and conducting due diligence assessments with lawyers, accountants, and engineers;Improved and implemented processes across all portfolio resorts, such as digitizing leases and automating invoices; Show less

Toronto, Ontario, Canada

Generalist; focus on consumersBuilt models to forecast future performance of companies and reviewed investment theses with portfolio managers and analysts;Interviewed company directors and analyzed research reports to gain industry insight;Worked with analysts, traders, and PMs to develop reports and data visualization tools on numerous logistical benchmarks, such as market and geographic exposure of funds, using VBA, FactSet and Bloomberg.Selected Research… Show more Generalist; focus on consumersBuilt models to forecast future performance of companies and reviewed investment theses with portfolio managers and analysts;Interviewed company directors and analyzed research reports to gain industry insight;Worked with analysts, traders, and PMs to develop reports and data visualization tools on numerous logistical benchmarks, such as market and geographic exposure of funds, using VBA, FactSet and Bloomberg.Selected Research Projects:Developed a model and an investment thesis for a fast-growing European omni-channel retailer, incorporating store economics projections as well as retail consumer trends, and performed due diligence through interviewing the CFO as well as directors of comparable companies.Developed a model and an investment thesis for a global convenience goods company, incorporating regulatory risks, and performed due diligence by interviewing the IR and the CEO, as well as operations employees; valued company with a DCF and a comparable multiple. Show less

Toronto, Ontario, Canada

Created and prepared monthly and weekly reports on different logistical benchmarks;Supported Marketing Managers with different initiatives, such as by preparing post promotion analyses, and conducting forecasts of future sales;Worked to coordinate all aspects of marketing, from working with graphic designers to create advertisements, to participating in meetings with large business partners to discuss the effectiveness of promotions;Improved efficiency by automating… Show more Created and prepared monthly and weekly reports on different logistical benchmarks;Supported Marketing Managers with different initiatives, such as by preparing post promotion analyses, and conducting forecasts of future sales;Worked to coordinate all aspects of marketing, from working with graphic designers to create advertisements, to participating in meetings with large business partners to discuss the effectiveness of promotions;Improved efficiency by automating reports with VBA;Undertook critical projects, such as analyzing the causes of declining sales on certain product lines, and performing, as well as presenting, analysis for multi-million-dollar promotions; Performed analysis to optimize in-store planograms;Represented BHN at conferences and tradeshows, such as the McKesson Showcase 360°; Show less

Wuxi, Jiangsu, China

Contacted over 1000 corporate clients through telephone calls and in-person meetings; clients ranged from startups to multi-billion-dollar corporations;Handled all aspects of client-facing situations, ranging from giving margin calls, to preparing and delivering tutorials on new systems and products;Worked together with the corporate sales team to create sales material, including over 10 PowerPoints;Wrote, edited, and delivered sales pitches for new financial products… Show more Contacted over 1000 corporate clients through telephone calls and in-person meetings; clients ranged from startups to multi-billion-dollar corporations;Handled all aspects of client-facing situations, ranging from giving margin calls, to preparing and delivering tutorials on new systems and products;Worked together with the corporate sales team to create sales material, including over 10 PowerPoints;Wrote, edited, and delivered sales pitches for new financial products, both in English and Mandarin; Show less

Winter 24 Batch

Honours Bachelor Of Computer Science (Bcs)

Activities and Societies: ‎ * UW MathSoc (Vice President of Finance) * Intramural Basketball & Ultimate Frisbee * Double Degree Club.

Honours Bachelor Of Business Administration (Bba), Finance Concentration

Activities and Societies: ‎ * Laurier JDCC (Debate/ Digital Strategy Delegate) * WLU Students' Union Clubs Governance and Special Events.

International Baccalaureate Diploma, Secondary School Diploma, And French Immersion Certificate, Graduating Average: A+ (4.0 Gpa)

Activities and Societies: ‎ * Colonel By KIVA Chapter (Executive) * French Club (President) * Book Club (Senior Member) * Debate Club.