Maxwell Zhu

Global Head of Quantitative Analysis, Strategy & Insights, Corporate Treasury, BMO

Role
Global Head of Quantitative Analysis, Strategy & Insights, Corporate Treasury, Bmo Fg at BMO
Location
Chicago, IL, US
LinkedIn followers
500 followers

About Maxwell Zhu

Accomplished, results-oriented executive with expertise across the financial services…

Experience

  1. Global Head of Quantitative Analysis, Strategy & Insights, Corporate Treasury, Bmo Fg

    BMO

    Sep 2023 — Present · Chicago, IL, US

    Responsible for BMO Corporate Treasury enterprise-wide behavior modeling and analytics to support interest rate risk and liquidity & funding risk management as well as PPNR modeling for stress testing required by both US and Canadian regulators. Lead the team in working with Lines of Business Partners to provide customer behavior insights that support data-driven decision-making. Employ a Collaborative Analytics approach as the center of expertise for modeling and analytics in Finance. Strive to deliver digital analytical solutions that address urgent business needs in a cost-efficient and timely manner. Build unique partnerships between Corporate Treasury and our Line of Business partners. A recent example of such collaboration with our Commercial Bank and Capital Markets TPS Product and Sales teams is the suite of Analytics & Reporting Tools (ART). This best-in-class digital workbench just won the 2023 Datos Insights Commercial Banking Impact Award in AI and Advanced Analytics category.

Education

  • University of Science and Technology of China

    B.S

  • Fudan University

    M.A.

  • University of Florida

    Ph.D.

Skills

  • Structured Finance
  • Mortgage
  • Bloomberg
  • Swaps
  • Retail Banking
  • Economic Capital
  • Mortgage Lending
  • Securitization
  • Derivatives
  • Financial Analysis
  • Risk Mitigation
  • Vba
  • Valuation
  • Analytics
  • Hedging
  • Credit Risk
  • Risk
  • Credit Analysis
  • Investments
  • Abs
  • Alm
  • Financial Reporting
  • Interest Rate Risk Management
  • Basel Ii
  • Portfolio Management
  • Fixed Income Products
  • Loans
  • Structured Products
  • Financial Risk
  • Market Risk
  • Sas
  • Asset
  • Securities
  • Model Validation
  • Credit
  • Financial Modeling
  • Quantitative Analytics
  • Treasury Management
  • Financial Services
  • Capital Markets

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Maxwell Zhu — Global Head of Quantitative Analysis, Strategy & Insights, Corporate Treasury, Bmo Fg at BMO in Chicago, IL, US | Unifers