Dean Zhou
Sydney,NSW
Summary
Commercially minded, and results-oriented analyst, skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Analyst - Acquisition, Leverage Finance
SMBC
12.2023 - Current
- Support financial sponsors on LBO transactions. Prepare credit submissions using CDD, LDD and FDD. Conduct financial analysis, through sensitizing sponsor models and testing them for robustness against adverse scenarios (i.e. recessionary economic environment).
- Understanding of Uni-tranche, TLB and Bank Debt products. Produce several market intelligence decks outlining LBOs conducted in the last 4 years in Australia. Gained understanding of the transaction process through participating as MLA during negotiation of an Asian Term Loan.
Associate - Large Corporate Coverage
HSBC
04.2022 - 12.2023
- Acted as Lead Arranger for an US$1.1bn acquisition finance facility. Responsible for building three-way DCF model, using publicly available WACC and benchmarked using trading multiples to determine EV. Wrote credit paper using CDD, LDD, TDD and FDD, while managing multiple streams of product partners to deliver financing support ahead of client expectations.
- Acted as lead relationship bank. Used public data to build full three-way financial forecast model with sensitivity analysis, drafted credit paper and worked with credit to approve an additional US$100m accordion for an ASX200 company.
- Worked with CFO & Treasurer of an ASX200 company to build full three-way forecast model. Drafted credit paper and worked with Credit to obtain approval for A$350m of Senior Bank Loans and A$100m of TRS exposure.
- Worked with CFO to build full three-way monthly forecast model with sensitivity analysis, lead negotiations with credit risk during a period of financial stress for an ASX300 company.
- Worked with the Global Treasurer to build full three-way forecast model with sensitivity analysis for an ASX300 company. Obtained credit approval for a A$350m Syndicated ABL facility.
Assistant RM - Emerging Corporate
ANZ
07.2018 - 04.2022
- Built full three-way forecast model, wrote credit paper and obtained approval for a A$30m construction loan for a ~A$50m EBITDA building materials company.
- Layered bank sensitivity analysis over financial sponsor model and wrote credit paper to support an additional A$50m ECA covered (90/10 sweet and sour) CAPEX facility for a ~A$25m waste management company.
- Built a three-way forecast model and wrote credit paper to support a A$50m acquisition facility for an ASX300 SaaS business to support their cross border acquisition strategy.
Education
Bachelor of Commerce - Finance
University of Queensland
Brisbane, QLD06.2022
International Baccalaureate -
Queensland Academy For Science, Math, & Tech
Toowong, QLD12.2017
Skills
- Financial Modelling - LBO, Merger and Forecast
- PowerPoint - Pitch Book, Internal Presentations
- Credit Analysis - Risk and Mitigants, Industry Analysis, SWOT, Financial Commentary
- Documentation Negotiation - Permitted Baskets, bespoke terms, definitions and security package
Certification
CFA Level 2 Candidate
CFI Financial Modelling Course (LBO & Merger Model)
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Senior Analyst - Acquisition, Leverage Finance
SMBC
12.2023 - Current
Associate - Large Corporate Coverage
HSBC
04.2022 - 12.2023
Assistant RM - Emerging Corporate
ANZ
07.2018 - 04.2022
Bachelor of Commerce - Finance
University of Queensland
International Baccalaureate -
Queensland Academy For Science, Math, & Tech
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