Yuanjie Zhang, Cfa Email & Phone Number

Hong Kong SAR

BlockchainFundraising/Finance/HR(retired)/GR(retired)Community/DAO/Brand/ConfiEcosystem Incubation/InvestmentDefi/NFT/Gamefi/Socialfi/Web3

Beijing City, China

PE/VC/Buyout FoFsFund Selection among the best China based PE/VCAllocation of 10 Billion RMB fund to PE/VC fund in two years.

Chapel Hill, NC

Part 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.

Greater New York City Area

A 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.

West Palm Beach, Florida Area

• Conducted 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.

Greater 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

- 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

Master Of Arts (M.A.), International Finance, 3.93

Activities and Societies: BSAS competition(finalists)

Bachelor, Financial Management

Top 3 University in China

Education record

Activities and Societies: Exchange Student