Daniel Zhang, CFA has a diverse work experience in the financial industry. Daniel is currently an Investment Analyst at UniSuper, specializing in external manager research and asset allocation within the Global Equity sleeve. Daniel evaluates external managers for their ESG capabilities and ensures alignment with UniSuper's ESG objectives. Daniel also utilizes Python for process automation and data analysis.
Prior to their role at UniSuper, Daniel worked as a Content Consultant at CFA UK. Daniel successfully implemented CFA UK's professional learning platform, CFA UK Discover, and coordinated with investment professionals and subject matter experts to curate professional content for CFA UK members.
Before joining CFA UK, Daniel held various positions at PwC Australia. As a Manager in Superannuation and Investments, they assisted institutional investors in formulating investment strategies and achieving their investment objectives. Daniel also advised Boards and worked with investment teams on governance matters, product designs, and investment operational reviews.
Overall, Daniel Zhang, CFA brings a wealth of experience in investment analysis, ESG integration, content curation, and investment strategy formulation to their current and past roles in the financial industry.
Daniel Zhang, CFA obtained a Bachelor of Commerce (Honours) degree in Actuarial Studies from the University of Melbourne, where they studied from 2007 to 2010. In addition to their degree, they have obtained several certifications including being a CFA charterholder since April 2015 and a Fellow of the Institute of Actuaries of Australia (FIAA) since August 2018. Daniel also completed the "Intro to Data Science for Finance" certification from Cognitir in August 2020.
March, 2021 - present
Global Head Of Dd&t (data,digital,technology) Procurement at Takeda Pharmaceutical
VP Data Science & Software Engineering at Nasdaq
Data Center Manager & Technical Manager at Microsoft
Data Director, Global Fund Data - ESG at Morningstar
Associate Director - Lead Data Privacy, Data Quality And Governance at Cognizant
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