Zhiyi Fang, CFA

Fundamental Analyst at Pacific Epoch

Zhiyi Fang, CFA has a diverse work experience. In 2012, they worked as a Research Analyst at Everbright Securities. Three years later, in 2015, they worked as a Summer Associate at the same company. From 2016 to 2018, they were a Senior Data Analyst and a Data Analyst at Meritco Services. Most recently, from 2018 to present, they have been a Fundamental Analyst at Pacific Epoch, where they perform industry analysis and fundamental research on the consumer sector. Zhiyi also offers investment advice and explores investment opportunities for foreign institutional investors. Furthermore, they construct investment reports on leading e-commerce platforms based on internal web-crawling data and third-party data (Alternative data).

Zhiyi Fang, CFA has an extensive education history. Zhiyi obtained a Master's Degree in Mathematics and Statistics from Columbia University between 2014 and 2015. Prior to that, they obtained a Bachelor's Degree in Finance, General from The Ohio State University Fisher College of Business, and a Bachelor's Degree in Financial Mathematics from The Ohio State University. Zhiyi also attended Wuhan University, studying Finance. Additionally, they hold several certifications, including the Chartered Financial Analyst (CFA) from the CFA Institute in February 2022, a SQL Tutorial course from SoloLearn in October 2017, the SOA EXAM P/1 from the Society of Actuaries in July 2015, and the Securities Practitioner Certificate from the Securities Association of China.

Links

Timeline

  • Fundamental Analyst

    October, 2018 - present

View in org chart