Headshot of Yingyi Zu

Yingyi Zu

MSc in Wealth Management (SMU) • Corporate Portfolio & Investment • Entrepreneur

SMU MSc in Wealth Management candidate with hands‑on experience managing a USD $1M multi‑asset corporate portfolio (70%+ cumulative return since 2020) using disciplined, rule‑based allocation and macro research. Founder of a hospitality venture with 100% ROI in 24 months (4.96/5 rating; Superhost) and former EY business consulting intern focused on policy benchmarking and digital transformation. I bring analytical rigor, client empathy, and operational execution to investment decisions.

Experience

My professional journey and achievements

Corporate Investment Analyst

Tonyaba Transformer (Shenshu Electric) logoShenshu Electric Appliance Co., Ltd. — Guangzhou, China
Sep 2020 – Present

Manage a USD $1M proprietary portfolio across U.S. equities, China A‑shares, Hong Kong stocks, and cryptocurrency, delivering 70%+ cumulative return since 2020 via rule‑based allocation and disciplined rebalancing. Track macro policy and markets, brief senior management, and support corporate investment decisions.

Portfolio MgmtAsset AllocationRebalancingMacro ResearchRisk MgmtExcel

Founder (Hospitality Venture)

Mountain Journey Homestay — Zhaoqing, China
Feb 2019 – Present

Built and operate a homestay business; achieved 100% ROI within 24 months. Implemented digital booking tools and dashboards; maintain 4.96/5 rating and Superhost status across major platforms.

EntrepreneurshipOperationsCXDigital ToolsROI 100%Superhost

Business Consulting Intern

Ernst & Young logoErnst & Young (China) Consulting — Guangzhou, China
Aug 2024 – Dec 2024

Benchmarked 2000–2024 aviation policy and airline digital transformation; designed scenario‑based solutions for smart parks. Ran stakeholder interviews and airport site surveys; produced reports and proposal drafts with consultants.

ConsultingPolicyDigital TransformationStakeholder InterviewsScenario DesignPPT

Investment Advisor Assistant (Intern)

Founder Securities logoFounder Securities — Guangzhou, China
Jun 2020 – Sep 2020

Performed macro and sector analysis (Tech, Healthcare, Consumer Staples) to identify opportunities and synthesized findings into actionable research. Authored investment memos and recommendations for advisors.

Equity ResearchMacroeconomicsSector AnalysisTech/Healthcare/StaplesMemos

Education

Academic background

MSc in Wealth Management (Candidate)

Singapore Management University (SMU)

2025 – 2026

Postgraduate programme in wealth management; cohort running Jul 2025 – Jun 2026.

Bachelor of Business Administration (Hons), Finance

Beijing Normal University–Hong Kong Baptist University United International College (UIC), China

2016 – 2020

Second Class Division One. Summer Exchange Programme at Hong Kong Baptist University (Jul 2017).

Expertise

Investment, research, and operations skills I work with.

📈

Portfolio & Investment

Portfolio MgmtAsset AllocationRebalancingRisk MgmtMacro ResearchPerformance ReportingExcel (Advanced)
🔎

Research & Consulting

Policy BenchmarkingDigital TransformationScenario DesignStakeholder InterviewsEquity ResearchSector AnalysisPowerPoint (Advanced)
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Entrepreneurship & Operations

OperationsCustomer Experience (CX)KPI DashboardsDigital Booking ToolsROI AnalysisProcess ImprovementSuperhost 4.96/5

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