Zixuan Yu
London,ENG
Summary
Analytical finance student with strengths in securities analysis, credit analysis, cash flow analysis, and fundamental analysis, supported by graduate study in Wealth Management and International Business Management.
Overview
3
3
Languages
1
1
Certification
Work History
Virtual Experience Program
J.P. Morgan (via Forage)
08.2026 - 09.2026
- Completed practical tasks simulating private wealth management and investment banking workflows, including client profiling and portfolio allocation.
- Analyzed corporate financial statements and market trends to deliver tailored investment recommendations using Excel.
- Developed a strong understanding of capital markets, asset management strategies, and client relationship management.
Education
Master of Science - Wealth Management
Queen Mary University
London, United Kingdom09.2027
Bachelor of Arts - International Business Management
University of Hertfordshire
Hatfield, United Kingdom07.2026
Skills
- Securities analysis
- Credit analysis
- Cash flow analysis
- Data analysis
- Asset optimization
- Portfolio management
- Wealth management
- Risk management
Certification
Certifications & Professional Development:
- Bloomberg Market Concepts (BMC) | Bloomberg LP
- CFA Level I Candidate
- Technical Skills: Bloomberg Terminal, Microsoft Excel (Financial Modeling, Pivot Tables), PowerPoint.
- Python (Pandas, NumPy, Matplotlib for data visualization), SQL basics
- Time-Series Analysis, Portfolio Optimization, DCF Valuation, Risk Management & Stress Testing.
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
Timeline
Virtual Experience Program
J.P. Morgan (via Forage)
08.2026 - 09.2026
Master of Science - Wealth Management
Queen Mary University
Bachelor of Arts - International Business Management
University of Hertfordshire