Bo ZHAO

Experiences

Gathering information and reading financial briefings; Assessing, analyzing and interpreting complicated financial information; Undertaking risk assessment analysis; Making recommendations about procedural/policy changes

Tonghui Asset Management Co. Ltd.

October 2015 to December 2015

Internship

Shanghai

China

Followed up 50 inter-banking projects: saw 62 managers across China, set up 133 accounts, arranged interest payments, collected amounts and invested via financial products and deposits.

Led a preliminary research of a ¥1.5B loan project for YuanDa Aluminum Industry Engineering Co.,Ltd
Delivered 5 presentations anatomizing 5 local clients to 13 senior bankers; recommended reduction in credit limit from ¥1.8B to ¥1.5B and was approved

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Conducted Due Diligence Investigation of 2 potential acquisition targets with accounting and law firms, including a full valuation analyses, synergy assessments and a review of the strategic fit
Collected and assessed data on 6 companies’ finances, needs and prospects, drafted pitch book; presented evaluation results to head office through daily conference calls and answered inquiries

Education

CEMS Exchange at Ivey Business School, Canada; Asian Talent Scholarship (50% of the total tuition fee); GMAT:740 (Quan: Full score)

Top 5%, National Merit Scholarship, Exchange at City University of Hong Kong

Skills

Interests

Travelled extensively both for work and leisure. I have visited places including Canada, America, Morocco, Hong Kong, China, Taiwan, Singapore, Japan, France, Italy, Spain, Belgium, Germany, Netherlands, Sweden, UK, Russia, etc.

Banking/Management Consulting