Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Huan Zhou

Huan Zhou

Equity Analyst
Tokyo

Summary

Result-driven Senior Analyst with a proven track record in the tech industry, skilled in financial modeling and supply chain analysis. Adept at delivering strategic insights and market analysis to enhance investment decision-making and portfolio performance.

Overview

3
3
Languages
1
1
Certification
12
12
years of professional experience

Work History

Senior Analyst

Rheos Capitalworks Inc
12.2023 - Current
  • Analyzed tech industry trends across Japan and global markets to pinpoint high-potential investment opportunities and supplied portfolio manager with both long and short ideas.
  • Broadened research scope on AI supply chain across non-tech sectors assessing integration and impacts on value chains.
  • Validated investment thesis and evaluated industry or company risks through supply chain interviews and analysis involving companies and experts.
  • Built comprehensive industry and company models to perform quantitative valuation and risk assessments for investment decision-making.
  • Collaborated with Sales and Product team to communicate market insights and performance report effectively to investors and channel partners.

Portfolio Manager

The Dai-ichi Life Insurance Company Limited
04.2014 - 11.2023
  • Oversaw Asian equity portfolios within equity department, showcasing progressive career trajectory from sector analyst to portfolio manager.
  • Engaged in asset allocation strategy development for equity department, advancing strategic cross-market and cross-sector portfolio positioning.
  • Initiated career as sector analyst specializing in Japanese industrials and capital goods, progressively enhancing research expertise within Chinese industrial sector.

Education

Master of Arts - Political Science

Keio University
Tokyo, Japan
04.2001 -

Bachelor of Arts - Japanese Language And Literature

Fudan University
Shanghai
04.2001 -

Skills

Advanced Excel

Financial modeling

Bloomberg terminal proficiency

Certification

Chartered Financial Analyst (CFA)

Timeline

Senior Analyst

Rheos Capitalworks Inc
12.2023 - Current

Portfolio Manager

The Dai-ichi Life Insurance Company Limited
04.2014 - 11.2023

Master of Arts - Political Science

Keio University
04.2001 -

Bachelor of Arts - Japanese Language And Literature

Fudan University
04.2001 -
Huan ZhouEquity Analyst