Frank_Qixuan_ Zhang_Resume

1
Frank (Qixuan) Zhang 2535 Channing Way, CB 207A | Berkeley, CA | cell: (209) 489-6300 | [email protected] Education University of California – Berkeley Berkeley, CA Class of 2017 08/13 – Present Major: Economics with Honors, with a strong concentration in Finance and Accounting GPA: 3.7/4.0, SAT: Math: 800, English: 800, Writing: 670, ACT: 33; CFA/CPA candidate Regent’s and Chancellor’s Scholar (awarded to the top 1% of each incoming freshman class), Dean’s Honors Work Experience Wholesale Credit Analyst – Bank of America Merrill Lynch San Francisco, CA Intern 05/16 – Present Assists in underwriting cash-flow based business loans, specializing in middle-market, SF Bay Area firms Analyzes financial health of new prospective clients through rigorous modeling and testing; evaluates business prospects by conducting industry analysis, cash flow analysis, and on-site visits Work with teams of analysts in drafting loan agreements and monitors clients’ behaviors with regard to covenants Hedge Fund Equity Research – Kingsford Capital Management Richmond, CA Intern/Consultant 06/14 – 04/16 Wrote 6 company and industry reports, and helped expose 2 micro-cap securities fraud Formulate stock recommendations (short-side only), and pitch them in weekly research meetings Contact industry professionals to gain an additional edge in investing, resulting in new investments made by Kingsford in those companies Improve the company’s database by implementing more efficient data scraping programs Teaching Assistant – MBA 222, Haas School of Business Berkeley, CA Teaching Assistant 07/15 – 02/16 Assist Haas professors in a financial information analysis course. Rate 40+ students based on their class performance, and provide feedback to instructors (5+ hrs/week) Originates academic research ideas, currently working on a finance paper to be published in Fall 2016 Leadership Experience Capital Investment at Berkeley (CIB) Berkeley, CA Portfolio Manager 01/15 – Present Actively manage a portfolio of $32,000, investing in stocks, commodity futures and other asset classes, using both macroeconomic strategies and as well as in-depth, company specific fundamental analysis Lead a group of 15 students in investment projects for institutional asset managers Conduct educational workshops for 40+ members on topics such as cyclical investing and short-selling Residential Sustainability Program Berkeley, CA Education Coordinator 08/14 – 10/15 Spread awareness about environmentally-friendly practices and provide useful resources on campus Promote recycling and green living practices in the residence halls consisting of 2000+ student Martinez Commons Hall Associations Berkeley, CA Director of Publicity 08/14 – 05/15 Promoted Hall student government events through social media, flyers, and other media campaigns Worked closely with school staff and other student leaders to ensure an inclusive and diverse living space for the residents by hosting activities that promote cultural awareness Regents and Chancellor’s Scholar Association Berkeley, CA Faculty Committee 08/14 – 05/15 Planned and organized 6 events involving UC Berkeley faculty and students (35+ attendees each per event) Assisted with the program TedX Berkeley which had over 2,000 attendees UC Berkeley Public Service Center New Orleans, LA Magnolia Project in New Orleans 01/14 – 03/14 Helped rebuild homes, develop community gardens, and conduct surveys to improve overall living conditions Skills Languages Fluent in Mandarin Chinese and basic knowledge of Spanish Relevant Courses Finance, Macro/Microeconomics, Intermediate Accounting, Financial Statement Analysis, Federal Income Taxation, Organizational Behavior, Business Ethics, Introduction to Computer Science, Statistics, Calculus, College Writing

Transcript of Frank_Qixuan_ Zhang_Resume

Page 1: Frank_Qixuan_ Zhang_Resume

Frank (Qixuan) Zhang 2535 Channing Way, CB 207A | Berkeley, CA | cell: (209) 489-6300 | [email protected]

Education University of California – Berkeley Berkeley, CA Class of 2017 08/13 – Present

• Major: Economics with Honors, with a strong concentration in Finance and Accounting • GPA: 3.7/4.0, SAT: Math: 800, English: 800, Writing: 670, ACT: 33; CFA/CPA candidate • Regent’s and Chancellor’s Scholar (awarded to the top 1% of each incoming freshman class), Dean’s Honors

Work Experience Wholesale Credit Analyst – Bank of America Merrill Lynch San Francisco, CA Intern 05/16 – Present

• Assists in underwriting cash-flow based business loans, specializing in middle-market, SF Bay Area firms • Analyzes financial health of new prospective clients through rigorous modeling and testing; evaluates business

prospects by conducting industry analysis, cash flow analysis, and on-site visits • Work with teams of analysts in drafting loan agreements and monitors clients’ behaviors with regard to covenants

Hedge Fund Equity Research – Kingsford Capital Management Richmond, CA Intern/Consultant 06/14 – 04/16

• Wrote 6 company and industry reports, and helped expose 2 micro-cap securities fraud • Formulate stock recommendations (short-side only), and pitch them in weekly research meetings • Contact industry professionals to gain an additional edge in investing, resulting in new investments made by

Kingsford in those companies • Improve the company’s database by implementing more efficient data scraping programs

Teaching Assistant – MBA 222, Haas School of Business Berkeley, CA Teaching Assistant 07/15 – 02/16

• Assist Haas professors in a financial information analysis course. Rate 40+ students based on their class performance, and provide feedback to instructors (5+ hrs/week)

• Originates academic research ideas, currently working on a finance paper to be published in Fall 2016 Leadership Experience Capital Investment at Berkeley (CIB) Berkeley, CA Portfolio Manager 01/15 – Present

• Actively manage a portfolio of $32,000, investing in stocks, commodity futures and other asset classes, using both macroeconomic strategies and as well as in-depth, company specific fundamental analysis

• Lead a group of 15 students in investment projects for institutional asset managers • Conduct educational workshops for 40+ members on topics such as cyclical investing and short-selling

Residential Sustainability Program Berkeley, CA Education Coordinator 08/14 – 10/15

• Spread awareness about environmentally-friendly practices and provide useful resources on campus • Promote recycling and green living practices in the residence halls consisting of 2000+ student

Martinez Commons Hall Associations Berkeley, CA Director of Publicity 08/14 – 05/15

• Promoted Hall student government events through social media, flyers, and other media campaigns • Worked closely with school staff and other student leaders to ensure an inclusive and diverse living space for the

residents by hosting activities that promote cultural awareness Regents and Chancellor’s Scholar Association Berkeley, CA Faculty Committee 08/14 – 05/15

• Planned and organized 6 events involving UC Berkeley faculty and students (35+ attendees each per event) • Assisted with the program TedX Berkeley which had over 2,000 attendees

UC Berkeley Public Service Center New Orleans, LA Magnolia Project in New Orleans 01/14 – 03/14

• Helped rebuild homes, develop community gardens, and conduct surveys to improve overall living conditions Skills Languages

• Fluent in Mandarin Chinese and basic knowledge of Spanish Relevant Courses

• Finance, Macro/Microeconomics, Intermediate Accounting, Financial Statement Analysis, Federal Income Taxation, Organizational Behavior, Business Ethics, Introduction to Computer Science, Statistics, Calculus, College Writing