Shubo Zhang

I look forward to developing my career in the finance sector with my technical skills proven by previous working experiences and my solid academic knowledge of accounting principles and financial products from my degree in economics and statistics. I believe in team effort and team success. I'm always looking for ways to improve the operational and business situations of the company based on observations and data.

SS&C Technologies Canada Corporation                                                                                          Toronto, Canada 

Fund Operation Analyst (Full time)                                                                                           Oct.2021– April. 2023

• Collaborated with portfolio managers to analyze historical trends, market conditions, and industry landscapes, providing insights and recommendations to improve fund performance.
• Utilized data modeling techniques to analyze past performance data and predict future fund performance, automated monthly and quarterly reports with data insights and recommendations to aid clients in decision-making processes.
• Successfully onboarded clients, conducting comprehensive requirements analysis and coordinating system integration to ensure seamless client transitions.
• Conducted performance measurement and analysis of operational activities, identifying key performance indicators (KPIs) and presenting findings to the leadership team.
• Assisted in the development and implementation of pricing strategies for our B2B clients, including upsell opportunities, to maximize revenue and enhance client retention.
• Maintained strong client relationships through effective communication, addressing inquiries and providing timely updates on fund performance.
• Collaborated with cross-functional teams to streamline workflows and optimize operational processes, improving efficiency and productivity.
• Performed reconciliation for key metrics such as Net Asset Value, Profit and Loss, and expenses in a timely and professional manner for business review.

iFortune Group Canada                                                                                                                 Vancouver, Canada

Business Analyst (Full time)                                                                                                Sept. 2019 – August 2021

• Lead a project that aims to increase business revenue and reduce cost by conducting data analysis and external research with the goal of identifying the strengths and weaknesses of leveraging the internal sales team vs. external agencies during the real estate development process. Projected achieved 16% YoY revenue increase.
• Identified and implemented process improvements in areas such as policy adherence, cross-functional team collaborations, office operations, and business administration. 
• Worked closely with cross-functional teams and external business partners to collect and analyze both internal and external performance data with the goal to improve business decision making. 
• Wrote SQL to retrieve data, leveraging Tableau to visualize data, and prepare MBR (Monthly Business Report) with actionable insights for the management team to understand profitability (segmented by location/agency partner), operation efficiency, and customer feedback in order to gauge monthly performance and adjust business strategy accordingly. 
• Created and actively maintained a Conference board to document project background, assign stakeholders, and track project status with the goal to streamline the communication process and improve transparency, resulting in a 25% decrease in miscommunication incidents.
• Collaborated with project teams to evaluate the feasibility and financial viability of new real estate development projects, including conducting risk assessments, financial modeling, and market research. 
• Conducted comprehensive data analysis and market research to provide insights on real estate market trends, property valuations, and investment opportunities. 

University of Toronto                                                                                                                 Toronto, Canada

Double majors in Economics and Statistics                                                                                    Sept. 2015 – June 2019

Core Modules: Financial Economics I; International Monetary Economics; International trade; Economics of Accounting; Markets, Competition & Strategy; Money; Banking & Financial Markets; Topic in Economic Policy; Introduction to programming; Linear Algebra I; Method of Data Analysis I; Surveys, Sampling and observational Data; Design and analysis of experiments; Time Series Analysis