David Zu
David Zu He / Him
Learner
(2)
3
Location
Toronto, Ontario, Canada
Bio

I'm a second-year student at the University of Toronto Rotman School, specializing in Finance & Economics with a minor in Political Science. My interests at university include corporate law, policy research, political science, and financial markets. I'm looking for summer internships and opportunities that will build my technical finance, consulting, and leadership skills.

Having completed the International Baccalaureate program in high school, I've developed a strong work ethic and a focused, self-motivated mindset in my education. I've been involved in many extracurriculars, such as debating, math contests, athletics, music, and more. I've also participated in many volunteer experiences, ranging from tutoring and judging debate tournaments to environmental advocacy. My vision is to use my passions and skills, as well as my interest in finance and political science, to create and discover opportunities to help and inspire those around me.

Portals
Categories
Financial services Investment Law and policy Social sciences

Skills

Competitive analysis 1 Conversion marketing 1 Engagement marketing 1 Grant applications 1 Grant writing 1 Marketing 1 Persuasive communication 1 Presentations 1 Research 1 Self defense 1 Solaris (operating system) 1

Socials

Latest feedback

Recent projects

Centre Solaris
Centre Solaris
Montreal, Quebec, Canada

Grant Writing and Submission

Center Solaris provide a diverse spectrum of services to low-income families including free summer camps, self-defense programs for underprivileged kids, and employment services. We are looking for assistance in finding and completing grant applications and donation requests that support our mission and vision statement.We believe this project will include:Identify potential sponsors and funding opportunities that are a good fit for our organization and project.Research, plan, write, edit, and revise a persuasive proposal narrative.Improve the clarity and persuasiveness of our company's grant proposal writing.Research into other grant opportunities to support our causeContact potential sponsors via email and phone to solicit donations and sponsorships for our programs and events.

Matches 1
Category Social sciences + 4
Closed
Coello Creative Agency
Coello Creative Agency
Hamilton, Ontario, Canada

Business Research Project for Jessica De Castro & Co

The main goal for the project is to conduct thorough research on a variety of business and industry related topics. The findings should be organized and presented weekly to the agency owner and documented with detail.Some research topics will include: - Experiential Marketing Trends over a specified time period. - Different forms of Experiential Marketing and their conversion rate statistics. - Competitor Analysis. - Standard service cycles for key industries as specified by agency owner. - & More...

Matches 1
Category Competitive analysis + 4
Closed

Work experience

Private Equity Analyst Intern
Strive Equity Partners
January 2024 - Current

• Conducting sector-specific research into key trends, data, and risks to develop 15+ leads for proprietary deal sourcing
• Performing commercial and market diligence research (competitive landscape analysis, customer behavioural trends)
• Executing financial diligence research (historical performance and growth analysis) and valuation (comparables, precedents)

Social Research Intern
AboutFace
Toronto, Ontario, Canada
May 2023 - July 2023

• Developed Excel database of 50+ Canadian employers by conducting market research into each company’s DE&I policies
• Designed PowerPoint presentations for key stakeholders showcasing best practices social research for individuals with facial differences for a list of 100+ social service agencies across Canada, conducting research on the national non-profit sector
• Spearheaded the drafting of 10+ handout resources, applying edits from supervisors, to be published on charity’s website

Compliance Analyst
G7 Research Group
Toronto, Ontario, Canada
September 2022 - August 2023

• Analyzed institutional data of various states’ (EU, UK, Germany) compliance of G7 commitments, organizing and evaluating 30+ sources of member states' progress in attaining sustainable macroeconomic growth and debt treatment
• Facilitated regular communication of edits with Lead Analysts on a monthly basis, applying feedback and suggestions to refine final reports that were published on the official G7 Research Group website

Grant Writer Intern
Solaris Center
Montreal, Quebec, Canada
September 2022 - December 2022

• Researched organization's charitable goals and programs, compiling 40+ grant application options
• Drafted 10+ technical grant applications for non-profit projects in English and French

Education

Bachelor of Commerce, Finance & Economics Specialist, Political Science Minor
University of Toronto
September 2022 - May 2025

Personal projects

Analyst - Rational Capital Investment Fund
October 2023 - January 2024
https://www.rcif.ca/

• Exploring a variety of buy-side topics including LBOs, equity investments, real estate, and distressed debt investment
• Building financial models, forecasts, and company analyses in weekly interactive sessions, performing stock pitches

JP Morgan Commercial Banking Virtual Experience Program
May 2023 - May 2023
https://www.theforage.com/simulations/jpmorgan/commercial-banking-7igs

Conducted financial analysis for 5 real-world case studies, leveraging quantitative cap table pro-forma analysis, free cash flow modelling and forecasting, and deal structuring analysis, and strategic industry analysis

Outreach Director - Hart House Debating Club
April 2023 - Current
https://www.harthousedebate.ca/

• Leading a team of 6 subcommittee members to coordinate partnerships with 10+ high schools in the GTA, and 5+ nonprofits, to host workshops for youth, developing public speaking and critical thinking skills for 250+ students
• Managed internal logistics and finances for three high school debate tournaments with 600+ total attendees, forecasted tournament budgets (AR and AP) on Excel, resulting in over $35,000 in total revenue raised for debating club

Top 12 Finisher - Rotman Commerce TD Mergers & Acquisitions Case Competition
February 2023 - March 2023

• Performed strategic analysis on 5+ possible company acquisitions for Canadian Tire, evaluating the marketing, promotion, supply chain, and financial aspects of each company using key financial merger model tools including pro-forma analysis, accretion/dilution models, sensitivity analysis, discounted cash flow (DCF and comparables) valuations