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ZG

Zhen Ge

Senior Fixed Income Investment Associate specializing in floating-rate credit

Bank of TaiwanCornell UniversityLos Angeles, CA1 Years ExperienceSenior LevelWorks On-Site

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About

Fixed-income investing professional who applies a sourcing-funnel mindset to broker and counterparty coverage, with hands-on experience sourcing and screening non-TLAC FRN opportunities. Stands out for turning consistent relationship management, clear investment criteria, and fast feedback loops into real pipeline and capital allocation outcomes, even without direct founder-call experience.

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Key Strengths

  • relationship-driven sourcing
  • clear criteria-based screening
  • iterative outbound optimization
  • strong broker and counterparty management
  • disciplined follow-up process
  • quick pass/advance decision-making
  • fixed income opportunity evaluation
  • turning broker relationships into allocated investment opportunities

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Experience

Senior Associate – Fixed Income Investment, Department of TreasuryBank of Taiwan · Jul 2025 – Present
Financial Analyst, Department of FinanceGlobal Fulfillment Solutions, Inc. · Mar 2025 – Jul 2025
Industry Research Intern, Department of Strategy and DevelopmentYuexiu Group · May 2023 – Jul 2023internship
Investment Analyst Intern, Department of InvestmentWISER Group Holdings limited · Mar 2022 – Jul 2022internship
Asset Management Analyst Intern, Asset Management DivisionPacific Bridge Companies, Inc. · Aug 2021 – Nov 2021internship
Wealth Management Intern, Wealth Management DepartmentFirst Capital Securities · Jun 2020 – Sep 2020internship

Education

Cornell Universitymaster, Applied Economics and Management (2024)
UC Santa Barbarabachelor, Economics (2021)

Awards

  • High Honors at Graduation 2021 (Top 8.5%) - University of California Santa Barbara
  • Dean’s Honor (2019F, 2020W, 2020S, 2020F, 2021S) - University of California Santa Barbara

Skills

PythonRMicrosoft ExcelFinancial ModelingData VisualizationEViewsExcel SolverExcel RegressionExcel MacrosBloomberg TerminalCash Flow ProjectionValuationScenario AnalysisInvestment EvaluationDue Diligence

Languages

English

Certifications

Coursera Certificate: Python (2022)Coursera Certificate: Data Analysis with R Programming (2022)

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Finance & AccountingFinance & Accounting in Los Angeles MetroPythonRMicrosoft ExcelFinancial Modeling

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Connect with Zhen

Zhen already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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Zhen GeSenior Fixed Income Investment Associate specializing in floating-rate credit