Annie Zhan Email & Phone Number

Ann Arbor, Mi, Us

Shanghai, China

• Led cross-functional communication to optimize portfolio investment strategies, improving client returns by 14.6% compared to peer average of 5%, contributing to 65.2% AUM growth• Initiated financial institutional investor forums and delivered presentations on financial market trends and investment strategies, boosting client base by 20%• Fostered client relationships with financial institutions, retaining over $200M in AUM during market downturn and delivering 30% returns for 24 clients within 6 months• Pioneered macroeconomic research, analyzed stages of economy, and tracked asset valuation levels for 4 client portfolios of $15B AUM to formulate asset allocation strategies, resulting in 13.5% return versus competitor benchmark of 7.2%• Supervised team to develop financial models analyzing 42 company portfolios, boosting company performance by 4% through tactical asset allocation adjustments• Spearheaded launch of 1 high-dividend equity fund and 4 fixed-income funds, increasing $700M in AUM and outperforming market benchmarks by 25.3%• Initiated project to integrate 15+ ESG factors into 2 portfolios, formulating ESG investment strategies including positive and negative screening, achieving 0.3% portfolio return increase• Developed new financial model tracking fundamental performance of 12 major industries, improving portfolio returns on over $8M in AUM from -1.5% to 4.2% annually

Shanghai City, China

• Oversaw research on 6 listed companies to craft targeted investment strategies, identifying pandemic-induced consumer behavior changes pointing to an investment opportunity in tax- free stores, resulting in 250% investment value growth within 1 year• Directed construction and refinement of valuation models, improving accuracy by 5%• Analyzed emerging consumer trends, including shifts in cosmetic preferences and increased ecological consciousness, pitching 2 investments yielding 17% IRR• Provided investment suggestions for asset management firm, proposing 4 value stocks and 5 high-growth stocks, generating an annual return of 23%

Master Of Business Administration - Mba, Business

• Emphasis: Finance & Data Analytics • Awarded: Dean's Fellow (Full-Tuition Merit Scholarship)

Master Of Management Studies, Business Administration And Management, General

• Emphasis: Finance & Strategy • Consulting Project: Designed data-driven digital marketing and rebranding strategy for cosmetic company.

Bachelor'S Degree, Finance And Financial Management Services

• Awarded: National Comprehensive Second-Class Scholarship for top 20% performance • Exchange Program: University of Manchester, UK.

Exchange Programme, Accounting And Finance