Pengchen Zhou
London
Summary
Candidate with internship experience across banking and securities institutions, including corporate banking at Bank of China and wealth management at Changjiang Securities.
Skilled in corporate client documentation review, KYC due diligence support, and wealth management operations, with a solid understanding of risk control and core banking workflows.
Demonstrates strong data handling skills, compliance awareness, and execution capability, with a clear commitment to long-term career development in the banking sector.
Overview
4
4
years of professional experience
Work history
Private Wealth Management Intern
Changjiang Securities Company Limited
Wuhan
2025.07 - 2025.08
- Maintained and analyzed client profiles, including risk assessments and asset allocation records, in support of wealth managers
- Supported documentation and comparative analysis of wealth management products, including mutual funds and bonds
- Assisted with Excel-based data management and reporting, as well as daily operational support of Wealth Management Centre
Corporate Banking Intern
Bank of China, Wuhan EDZ Branch
Wuhan
2025.06 - 2025.07
- Reviewed corporate client credit and account opening documentation, supporting KYC due diligence and regulatory compliance
- Maintained corporate client records through system entry and internal ledgers, ensuring data accuracy and consistency
- Assisted relationship managers with document follow-ups, business process coordination, and daily corporate client support
Financial Markets Middle Office Intern
Bank of China London Branch
London
2024.07 - 2024.09
- Supported trade data reconciliation, settlement processes, and daily operational reporting, ensuring transaction accuracy, completeness, and timely data delivery
- Assisted in monitoring and analyzing market risk indicators, ensuring compliance with group-wide risk management standards
- Contributed to optimization of middle office operational processes, improving trade processing efficiency and risk control effectiveness
Financial Markets Intern
Bank of China Hubei Branch
2021.03 - 2021.05
- Assisted in preparation of corporate bond issuance materials, including compilation and verification of relevant financial data
- Supported client-related financial market transactions by documenting risk assessment requirements and post-transaction follow-up matters during client meetings
- Participated in compliance reviews of financial market products and documentation, ensuring adherence to regulatory and internal control requirements
Education
Bachelor of Science - Mathematics with Statistics
King's College London
London, England 2020.09 -
Skills
Technical & Financial Systems Data & Analytics Quantitative & Analytical Skills
- FAIR (Risk Management System)
- FXGO (FX Trading & Market Information Platform)
- PORT (Portfolio Management System)
- Advanced Excel: VLOOKUP, Pivot Tables, Power Query
- Data cleaning and preprocessing
- Regression analysis and quantitative modelling
- Social network analysis
- Mathematical analysis
- Problem-solving and structured thinking
- Data-driven analysis and interpretation
Timeline
Private Wealth Management Intern
Changjiang Securities Company Limited
2025.07 - 2025.08
Corporate Banking Intern
Bank of China, Wuhan EDZ Branch
2025.06 - 2025.07
Financial Markets Middle Office Intern
Bank of China London Branch
2024.07 - 2024.09
Financial Markets Intern
Bank of China Hubei Branch
2021.03 - 2021.05
Bachelor of Science - Mathematics with Statistics
King's College London
2020.09 -