SHANNON YAN ZHOU-
11 Waverly Place
New York, NY 10003
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EDUCATION
Master of Science in Business Managment, Wake Forest University (Program US Ranking #3)
Winston Salem, NC
Coursework: Business Law, Accounting, Corporate Finance, Economics, Financial Modeling, Business Strategy
May 2019
GPA: 3.5/4.0
GMAT: 710
Passed CFA Level 1
Bachelor of Arts in Philosophy, Minor in Business, Hong Kong Baptist University
Honor: Dean’s List
Hong Kong
June 2017
PROFESSIONAL EXPERIENCE
MID-MARKET SECURITIES, LLC
New York, NY
Investment Banking Analyst
January 2020 – Present
• Conducted market research in the industrial, pharmaceutical and technology industries to evaluate the global economic outlook,
M&A trends and forecasts
• Prepared comprehensive company research reports utilizing Bloomberg, Morningstar, public company fillings, press releases, and
equity reports, which assisted senior bankers win a $50mm buy-side mandate
• Created industry-specific financial models using discounted cash flow, leveraged buyout, comparable company, and precedent
transaction methodologies
EC MERGERS & ACQUISITIONS
New York, NY
Investment Banking Summer Analyst
August 2019 – December 2019
• Contributed to all aspects of M&A execution, including performing due diligence, creating pitchbooks, CIMs and Board meeting
materials, and interfacing with internal and external management team
• Built multifaceted valuation utilizing discounted cash flow, leveraged buyout, comparable company, and precedent transaction
methodologies in the industrial, pharmaceutical and technology industries
Selected Transaction Experience:
Sell-Side Advisor to $3bn Bio-chemical Company on $15mm Corporate Divestiture (Ongoing)
§ Created management presentation alongside the Company and built an operating three-statement model with revenue buildup by product across non-core business segments
§ Populated and managed the dataroom, drafted NDAs as well as other time-sensitive deliverables to expedite the negotiation
o Buy-Side Advisor to Public Company on Potential $75mm Acquisition of Competitor (Ongoing)
§ Worked alongside the management team to create an in-depth target profile analyzing market trends and forecasts, add-on
opportunities, and acquisition rationale, which helped factor control premium in the valuation analysis
§ Performed comprehensive valuation of the Company to advise the Board of Directors on the appropriate valuation range of a
potential acquisition
o
BAYER
Shanghai, China
Strategic Consulting Intern
February 2018 – May 2018
• Assessed key cost restraints in Prior Authorization Process to support the implementation of back office automation system,
resulting in a 20% reduction in clerical expenses prior to the Monsanto acquisition
• Managed multiple hoc projects and databases to support the implementation of CRM that impacted 9,000 employees
• Migrated data from Excel into 80+ models to identify redundancies, reassign staff and reorganize workloads, which drove a 20%
increase in workforce efficiency
UNITED NATIONS COMMUTECH GROUP
New York, NY
Impact Investing Consultant Intern
September 2017 – February 2018
• Conducted macroeconomic research evaluating sustainable investment strategies in Sierra Leone, attracting investor interest and
driving a $700 million ESG fund allocation
• Served as an interpreter during United Nations One Belt One Road Global Summit between Chinese and West African diplomats
SKILLS AND INTERESTS
Languages:
Computer:
Certifications:
Interests:
Fluent in Cantonese, English, Mandarin; Intermediate in French
Proficient in Bloomberg, Capital IQ, Microsoft Office Suite
Investment Banking Representative Examination (S79), Uniform Securities Agent State Law Exam (S63)
Muay Thai, Scuba Diving, Snowboarding, Sushi Preparation, Apartment Farming, Member of Team Bump
Set in NYC Volleyball Tournament (Summer 2019)
