Tianyi (Tony) Zhu, Cfa,Frm
About Tianyi (Tony) Zhu, Cfa,Frm
Tianyi (Tony) Zhu is a Manager in Securitization and Risk Management at IG Wealth Management, where he has worked since 2020. He possesses expertise in financial modeling and valuation, with a strong background in both financial services and manufacturing sectors.
Work at IG Wealth Management
Tianyi (Tony) Zhu has been employed at IG Wealth Management since 2020, currently holding the position of Manager, Securitization & Risk Management. In this role, he focuses on financial modeling and valuation, particularly within the context of securitization and risk management. Prior to his current position, he served as a Senior Financial Specialist at IG Wealth Management from 2017 to 2020, where he contributed to various financial analysis initiatives.
Education and Expertise
Tony Zhu holds a Master's degree in Finance from Clark University, which he completed in 2009. He also earned a Bachelor's degree in Public Finance from Fudan University, graduating in 2005. His educational background supports his expertise in financial modeling and valuation, particularly in securitization and risk management. He is also a CFA and FRM charterholder, further enhancing his qualifications in the financial sector.
Background in Financial Services
Tony Zhu has a diverse background in financial services, having worked in various roles across different institutions. He began his career at the Agricultural Bank of China as an Account Manager in retail banking from 2005 to 2007. He later joined HSBC as an Associate Manager in Service Delivery from 2010 to 2011. This experience across multiple financial institutions has provided him with a broad perspective on financial analysis and risk management.
Technical Skills and Tools
Tony Zhu possesses advanced skills in Excel, including proficiency in VBA and macro programming, which he utilizes for financial analysis and reporting. He is experienced with various financial software tools, including SAP, Thomson One, and Bloomberg. His technical capabilities enhance his analytical skills and contribute to his effectiveness in financial modeling and valuation.
Professional Attributes
Tony Zhu is recognized for his effective communication skills and problem-solving abilities. He thrives in high-pressure environments, which is essential in the financial sector. His strong background in both financial services and manufacturing sectors allows him to approach financial analysis from a diverse perspective, making him a valuable asset in his field.