Deep knowledge of capital markets and asset management.
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Co-Founder/Chief Shilling Officer/Web3 招商主任Conflux Apr 2018 - PresentHong Kong SarBlockchainFundraising/Finance/HR(retired)/GR(retired)Community/DAO/Brand/ConfiEcosystem Incubation/InvestmentDefi/NFT/Gamefi/Socialfi/Web3 -
Vice PresidentHuatai Ruilian Fund Management Company Jun 2016 - Jun 2018Beijing City, ChinaPE/VC/Buyout FoFsFund Selection among the best China based PE/VCAllocation of 10 Billion RMB fund to PE/VC fund in two years.
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Investment AnalystUnc Management Company Jun 2014 - Jun 2016Chapel Hill, NcPart of a 12 person investment team managing ~$5.0 billion.Responsible for identifying, evaluating, selecting, monitoring and managing allocations to equity, fixed income and alternative investmentsEquity includes: long only equity strategies across the globe, market capitalization and various styles(growth, value, quality and low volatility etc)Fixed Income includes: sovereign bonds, corporate credit and RMBS/CMBS/ABS etcAlternative Investments includes: long/short hedge fund, quant fund, CTAs, event driven, multi-strategies etc2016: Endowment of the YearFY15: Top decile performer amongst other Endowments and FoundationsFY14: Top quartile performance amongst other Endowments and Foundations -
Senior Research AssociateNovus Partners Sep 2012 - May 2014Greater New York City AreaA fintech start-up innovates the data management and investment process for institutional investors. .The company grew from 30 people to over 100 and the client base more than quadrupled while I was working at Novus. In the meantime, the company evolved from a significant challenger to a market leader among the risk/portfolio management systems space such as HedgeMark and MSCI Bara Risk.Invovlment: Product Development, Software Engineering, Data Specialist, sales/marketing research and Investment Research -
Research Analyst - InternTremont Partners, Llc Feb 2012 - Sep 2012West Palm Beach, Florida AreaConducted proprietary research for three managers across asset classes in quant, equity and corporate credit - Developed stock recommendations which generated over 30% excess return over the benchmark• Analyzed company strengths, cash flow generation, ROIC, risk and valuation• Researched industry environment, barriers to entry and exit, supply/demand equilibrium - Developed high yield credit investment recommendations • Analyzed capital structure, cash flow, debt maturity schedule, refinancing options and liquidation value - Implemented attribution analysis on an option-oriented portfolio from 2009-2011 and back tested on hypothetical strategies on SPX/SPY options and S&P 500 future from 2000-2011
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Financial Analyst - InternAffinnova May 2011 - Jan 2012Greater Boston Area- Improved the accuracy of sales forecasting model after deploying multi-regression and time series models for sales and client support using Excel, SPSS and Salesforce - Reconciled five year sales and accounting data and merged them into Salesforce - Posted journal entries of revenues, accounts receivable, banking account and expenses -
Industry Consultant - InternFrost & Sullivan Jul 2009 - Sep 2009- Accomplished industry research in materials and industrials companies and gathered information via onsite visits through interviews, channel checks and public information- Helped global clients successfully identify strategic local partners among core market participants
Yuanjie Zhang, Cfa Education Details
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Financial Management
Frequently Asked Questions about Yuanjie Zhang, Cfa
What company does Yuanjie Zhang, Cfa work for?
Yuanjie Zhang, Cfa works for Conflux
What is Yuanjie Zhang, Cfa's role at the current company?
Yuanjie Zhang, Cfa's current role is Conflux Foundation.
What schools did Yuanjie Zhang, Cfa attend?
Yuanjie Zhang, Cfa attended Brandeis University, Lemberg - International Business School, Fudan University, Appalachian State University.
Who are Yuanjie Zhang, Cfa's colleagues?
Yuanjie Zhang, Cfa's colleagues are Xiaoxu Guo, Jose Escobar, Judith Imafidon, Alireza Mohammad Ali Asl, Godswill Ehis Omozusi, Fabian Salazar, Tony Lau.
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