Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Yan Zhou

Melbourne,Victoria

Overview

6
6
years of professional experience
1
1
Certification

Work History

Investment Manager

Tellhow Sci-Tech Co., Ltd
Shanghai, China
10.2018 - 11.2023
  • Participated in equity investments, mergers, and acquisitions in the renewable energy industry, including:

Investment Project Analysis: Conducted industry research and analysis, investment value analysis, feasibility and risk analysis, return on investment calculations, and sensitivity testing. Designed and executed due diligence plans for projects, and provided suggestions for target company optimization.

Investment Project Execution: Organized due diligence, conducted on-site interviews with core personnel of target companies, designed transaction schemes, drafted investment agreements, and completed investment negotiations, and coordination of agreement signings.

Coordination of External Agencies: Coordinated with auditors, lawyers, appraisers, and industry consultants to facilitate due diligence efforts, managing the progress and quality of their work outputs.

Public Company Information Disclosure: Assisted the securities affairs representative in completing the disclosure of information related to investment and financing activities for a listed company.

  • Involved in financing projects, including equity transfers of subsidiaries and joint ventures, introducing strategic investors for capital increase. Responsible for transaction planning, due diligence material organization, on-site due diligence arrangement, and drafting of investment agreements.

Overseas Stock Analyst

Shenwan Hongyuan Securities Co., Ltd.
Shanghai
07.2017 - 10.2018
  • Conducted detailed analyses of Hong Kong stocks and US-listed Chinese internet companies, including JD.com and Alibaba, enhancing the firm’s investment strategy.
  • Authored bilingual research reports, presenting findings to senior management and contributing to strategic decision-making processes.

Education

Master of Management - Finance

The University of Melbourne
Melbourne, VIC
08-2017

Bachelor of Management - Event Management

The University of Queensland
Brisbane, QLD
08-2015

Skills

  • Due diligence
  • Mergers and Acquisitions
  • Industry research
  • Contract terms negotiation
  • Risk Assessments
  • Quick Learner
  • Problem-Solving
  • Multitasking

Certification

  • Passed CFA LEVEL II

References

References available upon request.

Timeline

Investment Manager

Tellhow Sci-Tech Co., Ltd
10.2018 - 11.2023

Overseas Stock Analyst

Shenwan Hongyuan Securities Co., Ltd.
07.2017 - 10.2018

Master of Management - Finance

The University of Melbourne

Bachelor of Management - Event Management

The University of Queensland
  • Passed CFA LEVEL II
Yan Zhou