Junchen Zhang Email & Phone Number

Hong Kong

香港特别行政区

IBD FIT team for IPO, equity financing, M&A, restructuring, and bond origination of financial institutions and technology companies.

中国 上海市

中国 四川省 成都

Contributed to the 45B launch of SSE STAR 50 ETF by covering the securities firms and conducting equity research Role #1 Relationship Management and Sales for the STAR 50 ETF• Managed relationship with 10+ securities brokerage firms and investment banks such as CITIC, HTSC, and Haitong• Performed 30+ roadshows to instruct investment consultants of securities firms in STAR 50 ETF and Smart Beta strategy• Coordinated four STAR 50 investor conferences of 200+ attendees and acted as a key speaker for three investor salonsRole #2 Equity Research for Technology Companies in SSE STAR Market • Conducted data scrapping and market trending analysis of SSE STAR market using Wind Terminal and Python• Analyzed the fundamentals of tech stocks in the SSE STAR market and selected the potential target for open-end funds• Integrated the valuation techniques for the technology companies in the microchip, e-commerce, and biotech industry

Hong Kong

Provided management consulting services to government, banks to improve finance and risk function effectivenessProject #1 Financial and Risk Strategy for a Commercial Bank• Designed a risk monitoring model to improve the loan lending process and credit risk control in the loan origination• Created a machine learning model for a hedge fund to forecast USD-CNY exchange mid-rate with an accuracy of 90%• Conducted research on credit risk evaluation, risk metrics of loan lending, and loan origination using data scraping• Interviewed 5+ credit risk experts from GLG and presented observations to the manager and senior managerProject #2 Financial Transformation for a Government Authority • Assisted the team in interviewing the client’s department heads and wrote reports of root causes and potential solutions• Devised a financial plan for the client to improve its capital structure by diversifying its financial channels• Performed secondary research on the topic of the financial business partner and decentralized budgeting• Created an indirect cost allocation model and proposed a recharge mechanism assigning the cost to specific departments

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Economics & Data Sciences, Major Gpa: 3.8/4.0

High School Diploma, Gpa: 3.96