Yufeng Zhang
Sydney,NSW
Overview
11
11
years of professional experience
Work History
Product Manager
EDGE ARK
06.2022 - Current
- Researched and shared recommendations on financial market trends and economic forecasts to support portfolio decisions.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Trader
Self Employerd Trader
08.2018 - 06.2022
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Executed trading opportunities to increase revenue and.
- Identified market leaders by utilizing and analyzing data from technical tools.
- Made fast decisions based on fluctuating market.
Investment Manager
Growealth Capitals
11.2017 - 02.2018
- Participated in establishing Marigold Real Estate Trust and Victoria Square Commercial Real Estate Trust, established post-investment management mechanisms and cooperated with Trustee (MSC) and Fund Administrator (APEX).
- Provided support and training for sales team.
Investment Consultant
JUPAI Holdings limited | Business Development Unit
11.2014 - 12.2015
- Assisted customers manage and allocate their assets nearly $1 million per month.
- Focused on fixed income product, private collection fund, hedge fund, VC, PE, insurance and innovative product, etc.
- Researched companies and prepared presentations for management and prospective buyers.
Investment Assistant
KBG Fund（PE/VC）| Investment Management Unit
03.2014 - 11.2014
- Took part in project management of $4 million strategic investment to Guangdong Yichuang Communication and exited at 15% annual revenue.
- Took part in five times business negotiations between Haige Communication who is an acquirer and Yichuang Communication.
- Took part in project management of $80 million strategic investment to Jiangsu Shenghong Group and $3 million strategic investment to Beijing Qingchang Electricity.
- Wrote project management quarterly and advice plan for exiting.
- Totally took part in establishment of $50 million fund of New York real estate which invested to luxurious house in Long Island.
- Filtered projects, measured yields and wrote reports of projects.
- Took part in corporation with Sichuan Development Group and establishment of Sichuan Province emerging industries of strategic fund, wrote industry research report of cooperative programs.
Manager Assistant
China Galaxy Securities Hongqi Branch
07.2012 - 08.2012
- Communication skills: received more than 30 clients per day, introduced account process and other services, provided financial consultancy to customers.
- Computer skills: collected customer information, did data input on computer, used Excel to classify consumer groups.
- Analytical skills: assisted manager and consultant with financial analysis of consumers’ financial needs, analyzed securities’ K line charts and background information, wrote analysis reports.
Education
M.D. - Master of Data Science
Monash University
Melbourne, VIC06.2018
Bachelor of economic - Financial Mathematics
The University of Liverpool
Liverpool, United Kingdom06.2010
Skills
- Business plan
- Communication skills
- Consultant
- Financial analysis
- Financial Management
- Industry research
- Investment management
- Negotiations
- Risk Management
- Strategic
Timeline
Product Manager
EDGE ARK
06.2022 - Current
Trader
Self Employerd Trader
08.2018 - 06.2022
Investment Manager
Growealth Capitals
11.2017 - 02.2018
Investment Consultant
JUPAI Holdings limited | Business Development Unit
11.2014 - 12.2015
Investment Assistant
KBG Fund（PE/VC）| Investment Management Unit
03.2014 - 11.2014
Manager Assistant
China Galaxy Securities Hongqi Branch
07.2012 - 08.2012
M.D. - Master of Data Science
Monash University
Bachelor of economic - Financial Mathematics
The University of Liverpool
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