Yanzhe (Jason) Zhang

Yanzhe (Jason) Zhang

I’m a data and finance-focused problem solver who enjoys turning messy, complex information into clear, useful insights. I work across analytics, programming, and visualization, using tools like Python, R, SQL, and modern BI platforms to build solutions that are both practical and easy to understand. I’m especially interested in how data supports smarter decisions in finance and operations, and I enjoy collaborating with others to improve processes and outcomes. Outside of work, I stay active through volunteering and endurance sports, which keep me curious, disciplined, and always learning.

Download My Resume Here

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

Operations Associate, Securities Transfer Corporation December, 2025

  • Process and record high-volume securities transactions, including issuances, transfers, and corporate actions, ensuring accuracy and regulatory compliance
  • Provide timely, professional support to issuers, brokers, and shareholders by resolving transfer requests and account inquiries
  • Partner with accounting and operations teams to ensure accurate billing, invoicing, and reconciliation of transaction records
  • Review documentation for completeness and compliance, maintaining organized records and audit-ready workflows
  • Identify and support process improvements to increase efficiency, reduce errors, and standardize operational procedures

Teaching Assistant, SMU Cox October, 2025

  • Graded assignments and projects while ensuring clear, consistent feedback on quantitative models and analytical methods
  • Held office hours and provided one-on-one support to help students understand decision models and data-driven problem solving
  • Assisted the instructor with course materials and coordination to support smooth and effective course delivery

Class Checker, SMU ADSA May, 2025

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

Projects

Oracle Logo
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 Logo
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 Logo
St. Philip’s Arts Center Consulting

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

Database App Logo
DFW Music Venue Booking App

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

AI News App Logo
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.

  • Passed CFA Level III Exam

    Cleared every exams in the CFA Program on the first attempt. CFA Program 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

HTML CSS JavaScript Python SQL R React Alteryx Azure Bloomberg Terminal FactSet Linux Excel Expert Office Suite Expert Power BI PowerPoint Word Expert Tableau