CFA Level I passed, good at communication , quick learner, exposed to Chinese PE funds, mutual funds.
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Pe Fund AnalystHowbuy Wealth Management Co., Ltd Jul 2014 - Mar 2017Shanghai• Took responsibility for 10 FoFs focusing on Primary and NEEQ market, RMB1.5billion, covering more than 10 sub-funds with VC, PE, pre-IPO strategies. Regularly tracked the investment progress, updated valuation of FoFs. Cooperating companies include IDG Capital, Greenwood and Matrix etc.• Conducted due diligence for more than 30 PEVC funds and mutual funds products, learning about fund investment style, industry, funds’ return, invested companies’ financing status. Funds include products from Hillhouse Capital for iQIYI, Yao Capital for sports industry, Genesis Capital for technology industry and Sinovation Ventures for start-up companies, etc.• Cooperated with colleague to create PE/VC fund database, recording and updating the information of funds and invested companies, such as the valuation, financing status and the industry.• Wrote analysis articles on funds which include mutual funds (stock funds, bond funds, monetary funds) & PEVC funds. Published more than 50 essays on media including newspapers and Wechat website. Themes include IPO funds, structured funds and funds for NEEQ market, etc.• Delivered presentation to investment consultants, existing and prospective investors and for funds. • New staff trainer: Delivered the ‘Asset Allocation’ Course to new members of staff.
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Admin InternItau Bba Feb 2014 - Jun 2014Shanghai City, China• Assisted the chief reputative in his daily work, translated Chinese documents, provided with interpreting assistance to visiting clients. Paid and recorded company’s daily and business spending, completed monthly accounting reports. -
Project InternChina Development Bank Jul 2012 - Aug 2012Guiyang, Guizhou, China• Assisted credit projects, checking the information of three counties with nearly one thousand customers and summarising data. Conduct random telephone calls to customers on a regular basis. Independently designed a data process tools by excel, helping collect and store large amount of customers’ information, preventing company’s credit risks.
Zihan Zhou Education Details
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74/100
Frequently Asked Questions about Zihan Zhou
What is Zihan Zhou's role at the current company?
Zihan Zhou's current role is Investment Management Student.
What schools did Zihan Zhou attend?
Zihan Zhou attended Cranfield University, Shanghai University Of Finance And Economics.
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Zihan Zhou
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