Alumni Resume Book
Christina D. Zhang · Undergraduate · Bachelors '12
Personal Contact Information
917.720.7742 (phone)
chrzhang@alumni.upenn.edu
2 Meadow Lane
Chappaqua, NY 10514
United States
Education
The Wharton School, University of Pennsylvania
Philadelphia, PA · Sep 2009 - May 2012
B.S. in Economics · Concentration in Finance
- Chan Tseng-Hsi Foundation - 2010-2012 Full Merit Scholarship
University of Pennsylvania Alumni Association: Communications & Social Media Committees (PennNYC), Communications Vice President (Penn Club of Westchester & Rockland; Orance County), Penn Alumni Interview Program
Experience
Mizuho
New York, NY · Feb 2017 - Present
Lead Health Care & Real Estate Analyst
- Publish fundamental research to establish Mizuho US Operations (MUSO)-wide industry “house” view to determine business and portfolio investment strategy across all MUSO entities
Articulate analyses to Senior Management, Credit Committee and Chief Risk Officer
Drive credit investment decisions for investment grade and non-investment grade strategies
Develop market evaluation and projections for target companies in M&A and LBO transactions
Present industry trends and competitive intelligence to global clients
Attend industry conferences, interfacing with banking professionals and ratings agencies
Conduct deep-dive, bottoms-up modeling and due diligence of select portfolio companies
Created proprietary quantitative & qualitative valuation methodology for US Health Care companies
Founding committee member of Mizuho’s Women Initiatives Network
Synergistic Ventures
Irvine, CA · Jul 2016 - Feb 2017
Senior Associate
- Developed ecosystem for small businesses / entrepreneurs and our strategic partners
Conducted due diligence and drafted pitch decks and teasers for venture investors
Client Industries Included: Medical Devices, Real Estate, Venture Capital, Transportation, Infrastructure, Fashion, Food & Beverage
Green Street Advisors
Newport Beach, CA · Oct 2014 - Jul 2016
Investment Research Associate, Health Care & Life Sciences
- Lead associate covering publicly traded health care REITs, ~$150B of real estate
Published company, industry and ad hoc research reports
Conducted due diligence on asset tours to confirm valuation assumptions and property quality
Interfaced with company executives, equity investors, and investment banking professionals
Drafted investment recommendations and performed equity, credit, cap rate and NAV analyses
Authored sector comparative analysis report and supply report on key metrics and comparable data
Designed and implemented company-wide Associate training program
Selected Coverage Experience
HCP (~$31B portfolio diversified across 5 health care property types), SELL rating, 15% alpha
- Scenario and EBITDAR sensitivity analysis highlighted stress caused in
part by skilled nursing portfolio dominated by long-term lease with challenged operator and other operational issues
HCN (>$35B diversified health care owner focused on senior housing), BUY rating, 10% alpha
- Analyzed supply fundamentals showing HCN’s high quality assets held up better than peers
HTA (~$5B pure-play medical office REIT), BUY rating, 7% alpha
- Bottoms-up analysis showed >95% assets in high-demand, economically strategic locations
VTR (>$30B diversified portfolio focused on senior housing), SELL rating, 6% alpha
- Fundamentals and operating analyses showed high concentration in higher- risk senior housing assets with new supply contributing to decelerating growth
Morgan Stanley
New York, NY · Jun 2012 - Oct 2014
Analyst, Internal Audit, Institutional Securities & Global Wealth Management
- Acted as in-house consultant to senior management on process and controls risk management
Delivered data-driven insight to prioritize operational issues and determine controls strength
Awards: 2013 Star Award (sole recipient), 2013 Audit Director Award
Professional Specialties
- Real Estate Finance
- Investment Banking
- Development
- Banking
- Asset Management
- Advisory/Consulting
- Acquisitions
Regions of Interest
- Northeast USA
- Northeast USA: New York Metropolitan Area
Other Information
Certifications: CFA Charterholder (~9% national success rate)
Skills: VBA, Java, Excel, PowerPoint, Visio, HTML, CSS, Bloomberg API, Proficient in R, SQL, Python
Languages: Fluent in Mandarin, Proficient in French, Beginner in Shanghainese & Japanese
Interests: Video Gaming, Cooking & Baking, Piano, Golf
CFA Society New York - Young Leaders Committee (2016-Present)
CFA Society Orange County (2014-2016)
Wharton Angel Network (Irvine, CA & New York, NY): Local Committee / Investment Associate (2014-Present)
National Association of Asian American Professionals: Director of Strategic Planning (2013-2014)
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