Liwei Zhang, Cfa, Frm
About Liwei Zhang, Cfa, Frm
Liwei Zhang is an Associate Director at UBS, where he has worked since 2017. He holds both CFA and FRM certifications and specializes in FX Prime Brokerage, OTC Cleared Derivatives, and Exchange Traded Derivatives Clearing & Execution.
Work at UBS
Liwei Zhang has served as an Associate Director at UBS since 2017. In this role, he operates within the Greater New York City Area, focusing on financial services. His responsibilities include managing various aspects of FX Prime Brokerage, OTC Cleared Derivatives, and Exchange Traded Derivatives Clearing & Execution. His tenure at UBS has spanned over seven years, during which he has contributed to the firm's operations and client services.
Previous Experience at Citi
Before joining UBS, Liwei Zhang worked as an Analyst at Citi from 2015 to 2017. This two-year experience in the Greater New York City Area provided him with foundational skills in financial analysis and risk management. His role at Citi involved analyzing financial data and supporting various financial operations, which helped him build expertise relevant to his current position.
Education and Expertise
Liwei Zhang holds a Bachelor of Science (B.S.) degree in Mathematics and Economics from Duke University, where he studied from 2009 to 2013. He furthered his education at Cornell University, obtaining a Master's degree in Operations Research with a concentration in Financial Engineering from 2013 to 2014. Additionally, he holds both CFA and FRM certifications, which signify his expertise in financial analysis and risk management.
Specialization in Financial Services
Liwei Zhang specializes in several key areas within financial services, including FX Prime Brokerage, OTC Cleared Derivatives, and Exchange Traded Derivatives Clearing & Execution. His specialization allows him to navigate complex financial instruments and provide valuable insights and services to clients in the financial markets.