Yanzhe (Jason) Zhang

Education

Southern Methodist University, Cox School of Business

Master of Science in Business Analytics

GPA: 3.981/4.0

Honors:

• Merit Scholarship
• Beta Gamma Sigma Honor Society Member
• Alpha Iota Delta Honor Society Member
• Business Leadership Center Cox Legacy Award

University of Waterloo

Bachelor of Mathematics in Financial Analysis and Risk Management

GPA: 81.3/100.0

Honors:

• President's Scholarship

Work Experience

Class Checker, SMU ADSA May, 2025

Coordinated class sign-ins and monitored student-athlete participation to ensure academic accountability and NCAA eligibility.

Projects

Oracle Customer Trigger Capstone Project (Team Leader)

Analyzed 50,000+ sessions, built ensemble models and dashboards, delivering insights that optimized Oracle’s digital engagement strategy.

American Airlines & SMU ITOM Competition (Finalist)

Built supply chain optimization model using Tableau, Excel, Alteryx & KNIME, earning finalist status and presenting to executives.

St. Philip’s Arts Center Consulting

Developed budget and staffing models to align revenue streams with operational costs for sustainable community programming.

DFW Music Venue Booking App

Simulated booking experiences with an R Shiny & MySQL app featuring interactive visualizations and user workflows.

AI-Powered News Generator

Leveraged AI to generate personalized news summaries, demonstrating front-end development, API integration, and UX design skills.

Certifications

• 
  Oracle Certified Professional, MySQL 8.0 Database Administrator

  Validates the essential skills required for managing modern MySQL 8.0 database environments. Expertise includes installation and configuration, security administration, backup and recovery strategies, performance monitoring and tuning, and ensuring high availability and system stability.

• 
  Oracle Certified Professional, MySQL 8.0 Database Developer

  Demonstrates proficiency in developing robust and efficient applications using MySQL. Core competencies include advanced SQL programming, designing and implementing database schemas, creating stored programs (procedures, functions, triggers), and optimizing query performance for scalable solutions.

• 
  CFA Level III Candidate

  Current CFA Level III Candidate. CFA represents the highest standard in investment analysis and portfolio management.

• 
  Microsoft Office Specialist Expert Certification

  Obtained the highest level of Microsoft Office Specialist Program, demonstrating expert of proficiency at Microsoft Office Suite including Word, Excel and PowerPoint.

• 
  Microsoft Power BI Data Analyst Associate Certification

  Demonstrate methods and best practices that align with business and technical requirements for modeling, visualizing, and analyzing data with Microsoft Power BI.

• 
  Bloomberg Market Concepts

  Demonstrate proficiency in equities, fixed income, FX, and economics using Bloomberg’s industry-leading terminal.

• 
  FactSet Essentials

  Training on FactSet’s financial data platform, focusing on research, portfolio analysis, and customized reporting tools.

Awards

Beta Gamma Sigma

A lifetime member of Beta Gamma Sigma (BGS). BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB).

Alpha Iota Delta

A lifetime member of Alpha Iota Delta (AID), the honor society for analytics and information management, celebrating students with outstanding achievements in data-driven disciplines.

Cox Legacy Award

Highest achievement in SMU Cox Business Leadership Center which honor students who exemplify leadership, innovation, and community impact in business.

Skills