Tianchong Zhan, Frm
About Tianchong Zhan, Frm
Tianchong Zhan is a Valuation Associate on the Growth Team at Carta, where he specializes in validating financial models and conducting advanced quantitative analytics. He has a background in finance and risk management, with previous roles at HomeStreet Bank, MassMutual, and East West Bank.
Work at Carta
Tianchong Zhan serves as a Valuation Associate on the Growth Team at Carta since 2021. In this role, he assists in validating financial models and cash flows by comparing them against actual experiences and external benchmarks. He conducts advanced quantitative analytics, including term structure modeling and scenario analysis, to identify and manage balance sheet risks. His responsibilities also include developing and testing risk management strategies that focus on rates, convexity, and prepayment. Additionally, he provides analytical support for Treasury functions, which encompass capital markets and asset-liability management.
Previous Experience
Prior to his current role at Carta, Tianchong Zhan held several positions in the finance sector. He worked as a Secondary Market Risk Analyst at HomeStreet Bank from 2019 to 2020 for ten months in the Greater Seattle Area. He also served as an Advisory Associate Intern at MassMutual from 2014 to 2016 for two years in the same region. Additionally, he worked as a Banker/Mortgage at East West Bank from 2016 to 2017 for one year in Bellevue.
Education and Expertise
Tianchong Zhan has a solid educational background in finance and business administration. He earned a Bachelor of Business Administration (BBA) in Finance from the University of Washington, completing his studies from 2014 to 2016. He also holds a Bachelor of Business Administration (BBA) in Human Resource Management from York University, where he studied from 2011 to 2013. Furthermore, he obtained a Master of Science (MS) in Finance from Seattle University, completing his degree from 2018 to 2019. He has also completed the Financial Analysis Fundamentals course at the Corporate Finance Institute (CFI).
Skills and Specializations
Tianchong Zhan specializes in quantitative analytics and risk management within the finance industry. His expertise includes validating financial models, conducting scenario analysis, and developing risk management strategies. He focuses on managing balance sheet risks related to rates, convexity, and prepayment. His analytical skills extend to providing support for Treasury functions, which include capital markets and asset-liability management.