Shuo Zhao Email & Phone Number

Shanghai City, China

• Evaluated investment opportunities in Chinese and U.S. markets for private funds• Analyzed sector data and macroeconomic trends by utilizing Bloomberg, Wind and CN-ABS • Developed and implemented investment strategy, including reviewing offering documents and rating reports, modeling cash flow and conducting yield sensitivities analysis • Monitored securities' yields, analyzed competitive market data, and researched rating agencies’ methodologies to effectively improve ABS pricing strategies• Managed fixed income product life cycle from deal sourcing to closing; Analyzed market dynamics, structured deals, conducted due diligence, negotiated legal agreements, created complex financial reports and credit memorandums to the investment committee for approval, and managed the closing• Interacted extensively with hedge fund sales team to create comprehensive pitch book and present fund investment strategies to investors at roadshows

Greater Atlanta Area

* Monitored economic developments in the housing market and the lending industry, and analyzed their impact on the company's business* Developed financial and statistical analyses and presented to management* Performed data gathering, reporting and in-depth data analysis for products in the P&C insurance industry, and the housing market * Developed SAS programs to conduct predictive and forecasting models* Conducted logistic regression, OLS regression, time series analysis and survival analyses* Developed SQL queries to extract information from databases* Wrote analytical analyses and memos for senior management* Built relationships within the Business Intelligence group and across the organization

Jacksonville, Florida Area

• Improved mortgage marketing strategies that eliminated 70% of mortgage market spending • Built 2 highly predictive models to forecast mortgagor behaviors and campaign results • Developed SQL and SAS programs to analyze over 2,000 predictors and the data of 600,000 customers• Wrote 150 page analytical report; delivered high impact presentations and valuable insights to the C-Level executives

Raleigh-Durham, North Carolina Area

• Built complex financial models (CAPM, Black-Litterman, GARCH) to predict asset prices and volatilities• Developed stress testing by analyzing portfolio performance in hypothetical scenarios

Master'S Degree, Economics

Bachelor Of Science, Economics & Journalism (Double Major)