Yifan Zhao

Quantitative Analyst @ Milliman

About Yifan Zhao

Yifan Zhao is a Quantitative Analyst at Milliman, where he has worked since 2016. He holds a Bachelor of Commerce in Accounting and Finance from UNSW and has previous experience in various roles, including academic tutoring and business operations.

Work at Milliman

Yifan Zhao has been employed at Milliman as a Quantitative Analyst since 2016. In this role, he is responsible for developing strategies and models that value embedded risk in guaranteed income and variable annuity products. His work involves reviewing daily trading grids and reports to assess hedging effectiveness. Zhao's expertise in quantitative analysis contributes to the firm's ability to manage financial risks and optimize product offerings.

Education and Expertise

Yifan Zhao holds a Bachelor of Commerce degree with a focus on Accounting and Finance from the University of New South Wales (UNSW), where he studied from 2012 to 2015. He also earned a Bachelor of Commerce in International Finance from Shanghai University of Finance and Economics, completing his studies there from 2010 to 2012. His academic background provides a solid foundation for his analytical skills and financial knowledge.

Background

Prior to his current position at Milliman, Yifan Zhao gained diverse experience in various roles. He worked as a Business Operation Assistant at Citic Securities Company Limited for one month in 2015 and served as an Academic Tutor at UNSW for nine months in the same year. Additionally, he held a position as a Customer Service Representative at the Bank of China for three months from 2012 to 2013. Zhao also interned in International Affairs at UNSW for five months in 2014.

Technical Skills

Yifan Zhao utilizes SQL and VBA for data manipulation and transformation in his quantitative analysis work. These technical skills enable him to generate efficient results and support his responsibilities in reviewing trading reports and developing financial models. His proficiency in these programming languages enhances his ability to analyze complex data sets effectively.

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