Yi Zheng Email & Phone Number

Shenzhen, Guangdong, China

• Engaged in coordinating the bidding, project creation, and due diligence process for 6 corporate bonds and enterprise bonds, and prepared follow-up project reports and summary reports • Supported preparing the prospectus with detailed information about the issuer and fund-raising plan • Analyzed the balance sheet, income statement and cash flow statement and focusing on the analysis of the issuer's financial information, including the calculation, updating, and checking of the financial data• Conducting weekly observation of high-frequency economic data, weekly tracking of interest rates, and updating of the bond market

Shenzhen, Guangdong, China

• Conducted in-depth research into competitor firms' money market products, advised existing firm to diversify existing offerings, achieving 22% sales revenue boost QoQ• Assisted in structuring FX hedging forwards and options products for bank subsidiaries clients based on their long term USD PnL projections, amassed sales of [US$50M] in 3 months• Assisted in communicating with clients that wish to withdraw investments from a few underperforming FoF products, convincing them with the visions in the long-term macro environment, securing US$20M of withdrawals• Analyzed the income statement, balance sheet and cash flow statement of three of the largest commercial banks in China to calculate their capital adequacy ratios

Seattle, Washington, United States

• Uncovered the secrets behind successful Direct-to-Consumer companies that generate significant revenues from overseas, advised the portfolio manager on enhancing existing comparative companies with similar strategies including market and branding• Arranged 10 potential start-ups in Y Combinator Fall 2023 batch to assist with investment decision• Used advanced financial skills like Company Valuations to evaluate start-ups

Shenzhen, Guangdong, China

• Completed monthly data situation statistics table, fund net worth table, and put them into daily and monthly reports• Delivered professional and independent advice on financial planning and offer suitable advice to clients• Contributed to daily stock analysis and the preparation for daily trade shows• Collected popular stocks and added them into our fund collections

Master'S Degree, Finance

Bachelor'S Degree, Economics

Minor, Business Administration And Management, General