Shirley Zhu, Cfa
About Shirley Zhu, Cfa
Shirley Zhu, CFA, serves as the Senior Vice President and Senior Credit Manager at HSBC, focusing on sustainable finance and credit management. With a background in business banking at JPMorgan Chase and Capital One, she has extensive experience in underwriting and managing credit exposures for multinational clients.
Current Role at HSBC
Shirley Zhu serves as the Senior Vice President and Senior Credit Manager at HSBC, a position she has held since 2019 in New York, NY. In this role, she evaluates new and existing credit exposures, providing credit approvals when appropriate. She leads the credit aspect of relationships from origination to portfolio management, focusing on multinational and large corporate clients. Her responsibilities include conducting periodic reviews on a diverse portfolio that spans multiple industries, including bilateral and syndicated transactions.
Previous Experience at JPMorgan Chase
Shirley Zhu worked at JPMorgan Chase from 2008 to 2012 as a Business Banker in New York, NY. She later held the position of Assistant Vice President and Relationship Manager II at the same institution from 2014 to 2016. During her tenure, she developed expertise in managing client relationships and underwriting credit under cross-border policies, enhancing her knowledge of both local and global risk frameworks.
Experience at Capital One
From 2016 to 2019, Shirley Zhu served as Vice President and Business Banker at Capital One in the Greater New York City Area. In this role, she focused on sustainable finance initiatives, enhancing collaboration with partners. Her work involved driving various ad-hoc projects aimed at achieving greater efficiency within Credit Management, as well as coaching junior staff to develop their talents.
Education and Expertise
Shirley Zhu holds a Bachelor of Business Administration (B.B.A.) in International Business, which she earned Cum Laude from Queens College between 2002 and 2007. She furthered her education by obtaining a Master of Business Administration (MBA) in Finance with Honors from the Questrom School of Business at Boston University, completing her studies from 2012 to 2013. Her academic background supports her extensive experience in finance and credit management.