Zhaohan Z. Email & Phone Number

Shanghai, China

Corporate Finance

Luxembourg

1. KYC process: Drafted KYC Procedure for DCM, assisted with bond issuers’ KYC process.2. Bond origination: Updated bond pricing regularly and screened market news on Bloomberg. 3. Due diligence: Participated in two due diligence calls of bond issuers, wrote meeting minutes. 4. Pre-trade control: Set up investment rules on Bloomberg based on MiFID II, SFDR, CSSF regulation and ESG methodologies, assisted in pre-trade risk monitoring and compliance reporting.5. Market research: Conducted specific research on the Chinese Real Estate market and Chinese policies.6. Fund distribution: Collected data and created presentations about the Chinese onshore bond market. 7. Fund administration: Calculated fund income and dividends, issued invoices, helped on payment and booking. 8. Document management: organized fund contracts, circular resolutions and all the bond issuance packs.

Luxembourg

1. KYC onboarding: Checked clients’ KYC documents, assessed AML risks.2. Credit application: Analyzed companies’ business, financial reports and credit risk, drafted credit applications.3. Trade finance: Reviewed compliance files, examined cross-border trade, completed transaction approval forms. 4. Post-credit management: Identified clients’ negative news, evaluated financial performance and other potential risks.

Shanghai, China

1. Market analysis: Tracked and summarized financial market every day; analyzed bond market and wrote biweekly reports.2. Communication: Asked sales about clients’ willingness to invest in new bonds; coordinated compliance process before bond issuance.3. Bond issuance: Participated in book building of dozens of corporate bonds, assisted in bond pricing.4. Documentation: Prepared private and public offering documents, underwriting reports, etc.; organized other interns to create sales presentation about auto ABS and public offering REITS.

Shanghai, China

1. IPO subscription: Prepared documents for nearly 100 IPO shares in China’s A-share market, conducted internal compliance process.2. IPO valuation: Predicted prices of dozens of IPO shares mainly by the P/E ratio method, wrote 20 pricing reports within 3 days.

Shanghai, China

1. Performed financial due diligence for an IPO program:- Extracted vouchers and cross-referenced them with receipts and invoices to identify potential accounting fraud.- Executed cut-off testing of expenses and verified significant deals. - Checked personal bank accounts of directors and supervisors to identify any irregularities or conflicts of interest.2. Supported fixed assets verification of subsidiaries in Guangzhou and Shenzhen.

Shanghai, China

1. Found detailed information about suppliers of dozens of auto parts in China and Southeast Asian countries, such as websites, product introductions, main markets, certification, etc. and chose medium-sized suppliers.2. Made cold calls to know more about products and suppliers’ opinions about export to the US.3. Searched trade status of hundreds of auto parts manufacturers, collected data and built a comparison table between the client and competitors using Excel and showed results to the client with PPT.

Shanghai, China

1. Researched on thousands of pages of English social welfare policy reports in Taiwan, Thailand, Brazil, Philippines and South Korea, translated and organized into seven parts including pension, disability and so on, and made them into manuals.2. Grasped insurance data calculation and analysis methods independently, analyzed data with pivot tables, made insurance plan comparison tables and RFQs by learning about the insurance products of different firms.3. Translated insurance agreements into English, modified benefit plans and then made slides to show to the clients, beautified the posters of benefit plans.

New York, United States

1. Conducted branding and clients relationship development, searched for 1000+ companies’ websites and CEOs’ information, made the Ramandan list, then sent emails efficiently after learning the new software Sendinblue quickly and made 100+ cold calls to find more clients.2. Wrote business letters to express intention to cooperate with other companies, wrote a legal agreement by learning more about legal knowledge.

Master'S Degree, Master In Management - Grande Ecole

Bachelor'S Degree, Finance