Daniel Zhang Email & Phone Number

New York, Ny, Us

New York, New York, United States

- Led a team of three interns to develop a fund administration website, handling both front-end and back-end development using HTML, TypeScript, and Python.- Created an exposure value algorithm that improved risk assessment accuracy, enabling more informed investment decisions. The algorithm calculates options risk exposure of portfolios through a live price-fetching program and integrates investment data from Interactive Brokers and Charles Schwab, utilizing what-if analysis to account for market changes.- Developed user-friendly email and PDF generation functions that deliver comprehensive data from the fund administration website, enhancing communication and reporting efficiency for users.

New York, New York, United States

- Spearhead the administration of Black Jade Capital’s BullSP fund by managing investor relations, ensuring compliance with all legal documentation, and facilitating efficient fund transfers. - Continuously deepen expertise in hedge fund legal frameworks and structures.

Atlanta, Georgia, United States

- Led the fundraising process for HackATL 2024, securing $13,000 in funding (30% YoY increase from 2023) by engaging with 400+ companies; developed outreach database and established email SOP for sponsors.- Planned the 2024 Spring Networking Fair, connecting 70+ attendees with potential employers; developed an extensive contact list and created the corporate sponsorship packet to attract and engage corporate partners.

- Manage two six-figure, long-only investment portfolios (aggregate of $390k) with a major focus on indices.- Long-only portfolio uses a buying and holding strategy with dollar-cost averaging, consisting of 20+ positions diversified across value stocks, growth stocks, bonds, commodities, and ETFs.- Day-trading, long-only portfolio is leveraged and focused on short gamma; the investment strategy revolves around selling covered calls and puts as well trading the volatility of the major indices and growth stocks.- Series 65 - Uniform Investment Adviser Law Exam certified as of June 2024.

Millburn, New Jersey, United States

- Created an independent initiative to empower teenagers to learn financial concepts and be prepared for a successful, financially sound adulthood. - Taught a two-week intensive financial literacy course for students of mixed ages, locations, and backgrounds. The course included education in the stock market, growth stocks, value stocks, ETFs, bonds, and investment strategies. - Provided initial funding for a student to start investing.

Bachelor Of Business Administration - Bba, Finance And Accounting, Sophomore

Activities and Societies: Dean's List: Fall 2023 and Spring 2024 Emory Entrepreneurship and Venture Management (EEVM) GPA: 4.0/4.0

High School Diploma

GPA: 4.425, Top 5%, High Honors President of Finance and Investing Club Varsity track and field

Marketing

- Participated in Notre Dame Summer Scholars- Marketing for The Common Good. - Studied at a two-week intensive program and strengthened.