Summary
Overview
Work History
Education
Skills
Timeline
Generic

Zhuokang (Joe) Feng

San Diego,U.S.

Summary

Senior Financial Analyst with 10+ years of experience in financial modeling, pricing analytics, and portfolio management across the ETF and hedge fund sectors. Proven expertise managing large data sets, presenting insights to senior leadership, and driving business decisions. Strong command of Excel, SQL, and Python, with a growing foundation in Tableau. CFA charterholder with a strategic mindset and cross-functional team experience.

Overview

11
11
years of professional experience

Work History

Portfolio Manager

Blockforce Capital
San Diego, CA
09.2021 - Current
  • Led the development of pricing and valuation models for hedge fund strategies, supporting investment decisions and revenue forecasting.
  • Collaborated with product, marketing, and operations teams to align pricing strategy with market positioning and business objectives.
  • Prepared and presented detailed performance reports and strategic insights to firm leadership and stakeholders.
  • Conducted macroeconomic and market research to inform pricing adjustments and capital allocation strategies.
  • Streamlined financial reporting processes and automated backtesting using Python and Excel to support strategy refinement.
  • Maintained and optimized internal data systems (MySQL), ensuring pricing data integrity across platforms.

Senior Financial Analyst

Reality Shares, Inc.
San Diego, CA
01.2018 - 08.2021
  • Built and maintained advanced Excel-based models for ETF pricing, revenue forecasting, and performance tracking.
  • Supported quarterly planning by producing data-driven insights on pricing and product performance.
  • Delivered routine financial updates and variance analyses to senior management, identifying key trends and risks.
  • Managed MySQL databases for ETF and index data; improved reporting accuracy through system automation.
  • Developed and maintained investor-facing pitch books and dashboards using Excel and Python.

Financial Analyst

Reality Shares, Inc.
San Diego, CA
06.2014 - 12.2017
  • Constructed and managed custom dividend indexes (S&P 500, NASDAQ 100) using SQL and Compustat data.
  • Reconciled fund pricing and maintained transaction data for ETFs, improving accuracy and transparency.
  • Produced daily reports on dividends and earnings, driving visibility into market trends for stakeholders.
  • Supported sales and marketing with financial analysis and visualizations tailored for client presentations.

Education

Master of Pacific International Affairs - International Economics & Management

University of California, San Diego (UCSD)
La Jolla, U.S.
06.2014

M.A. - International Relations

Beijing Foreign Studies University (BFSU)
Beijing, China
04.2012

B.A. - Southeast Asia Studies

Beijing Foreign Studies University (BFSU)
Beijing, China
06.2009

Skills

  • MS Office (Advanced Excel Skills)
  • SQL Server and MySQL
  • Python
  • Tableau

Timeline

Portfolio Manager

Blockforce Capital
09.2021 - Current

Senior Financial Analyst

Reality Shares, Inc.
01.2018 - 08.2021

Financial Analyst

Reality Shares, Inc.
06.2014 - 12.2017

Master of Pacific International Affairs - International Economics & Management

University of California, San Diego (UCSD)

M.A. - International Relations

Beijing Foreign Studies University (BFSU)

B.A. - Southeast Asia Studies

Beijing Foreign Studies University (BFSU)

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Zhuokang (Joe) Feng