Joseph Zhang - WIZBII Joseph Zhang has published his/her professional profile on WIZBII. J Z

Joseph Zhang

Master of Accounting Grad Seeking Full Time Opportunities

30years • Toronto

Summary

Master of Accounting Graduate and Candidate for the Chartered Professional Accountant with prior experience in capital markets, economic development, and accounting.

Skills

Excel

Experiences

Associate Investment Analyst

09-2015 - 04-2016 SalesCarried out credit risk management for Canada’s largest life insurers’ fixed-income corporate and municipal portfolio • Prepared $3.2 billion of borrower due diligence in a fast-paced team environment within deadlines • Created financial models and analyzed industry metrics of issuers utilizing Excel, Capital IQ, and Bloomberg • Presented internal ratings and identified key credit risks and mitigants to recommend appropriate level of investment • Organized meetings and recorded minutes for senior portfolio managers to support due diligence and deal execution • Developed relationships with issuer management, sell side analysts, rating agency sources, and legal counsel

Investment Research Analyst

09-2014 - 12-2014 ConsultingAssessed the impact of economic development policies on the advanced manufacturing industry in Ontario • Prepared business studies and PPT presentations on use of automation in traditional manufacturing sectors • Utilized advanced Excel functions to aggregate and analyze manufacturing employment statistics in Ontario • Consolidated reporting data for multiple Ministry divisions with Microsoft Dynamics and Excel Macros/VBA • Screened business development leads for industry conferences and successfully generated 6 leads for the Branch

Staff Accountant

01-2014 - 04-2014 Accounting / Management controlPrepared T1 and T2 tax fillings, assisted with bookkeeping services, and preparation of annual financial statements • Prepared timely income tax returns for clients with Profile accounting software • Developed strong relationship building skills through interviews with clients to obtain financial information • Actively participated in retirement planning and tax relief consultations with Tax Partners • Awarded the highest co-op evaluation of “Outstanding” for exceptional client service

Education & training

University of Waterloo

2016 - 2017 Waterloo, Sierra LeoneAccounting / Management controlActivities: AIESEC Canada

University of Waterloo

2012 - 2016 Waterloo, Sierra LeoneAccounting / Management controlActivities: Accounting & Finance Student Association, Young Tax Professional

My soft skills

Persevering
Team player
Communicating
Curious

Languages spoken

  • English

    Native language

Make every future a success.
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