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Sandy Z.

Sandy Zhu

5.0

(4)

Credit focused coach - high success rate case study + promotion prep

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Marathon Asset Management Logo

Works at Marathon Asset Management

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Sandy's Offerings

Custom hourly · $259/hr

Sandy’s Hedge Fund Qualifications

Experience level: Executive

I'm a specialized coach focused on credit. I can coach the following with a high success rate as I have been doing this job for 12 years: (1) credit skill building block - suitable for those looking to become a good credit investors - unlike the run of the mill modeling coaches, I can also coach reading credit agreements, thinking about risks in credit investing, pitching ideas, (2) case study - if you have a case study and need some help looking it over, I can evaluate it based on the lens of someone who's evaluating investment ideas as a job, (3) promotion prep - as a senior investment professional who has been responsible for hiring / promotion, I can help you map out a real way to get promoted, with a very high success rate especially at associate - VP level. This would usually require us to connect 12 months ahead of your ideal promotion timeline to design a plan leading up to the promotion decision. I'm focused on credit - I don't do PE, public equity, etc. etc., but I focus on what I do and I'm good at what I do.

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Work Experience

Marathon Asset Management Logo

Senior Vice President

Marathon Asset Management

August 2022 - Present

Opportunistic Credit & Capital Solutions

CPP Investments Logo

Senior Associate

CPP Investments

July 2019 - August 2022

Private Equity and Special Situations

IFC - International Finance Logo

Investment Analyst

IFC - International Finance

2015 - 2017

Bosera Asset Management Co. Logo

Credit Analyst

Bosera Asset Management Co.

2014 - 2015

BlackRock Logo

Analyst

BlackRock

2012 - 2014

Education

The Wharton School (UPenn) Logo

The Wharton School (UPenn)

Master of Business Administration (MBA)

2017 - 2019

Activities and societies: Palmer Scholar (Top 5% of graduating class); Penn Law Certificate

Yale University Logo

Yale University

B.A., Math and Economics

2008 - 2012

Activities and societies: Yale Political Union; 1stGenYale Full scholarship from Yale College

4 Reviews

Overall Rating

5.0

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Sandy Z.

Sandy Z.

5.0