Eric Zhao
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Eric Zhao Email & Phone Number

Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23' at 易方达
Location: Pudong, Shanghai, China 9 work roles 4 schools
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Role
Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23'
Location
Pudong, Shanghai, China
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Eric Zhao is listed as Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23' at 易方达, a with 311 employees, based in Pudong, Shanghai, China. AeroLeads shows a matched LinkedIn profile for Eric Zhao.

Eric Zhao previously worked as Investment Consultant at 易方达 and Summer Business Analyst at 摩根士丹利. Eric Zhao holds Master Of Science - Ms, Strategic Marketing from 英国帝国理工学院.

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易方达

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Profile bio

About Eric Zhao

A resilient man with a wide range of experience in strategy consulting, investment banking and marketing. Currently a master's student at Imperial College Business School, and a summer analyst at Morgan Stanley.Hobbies: Baseball/Softball, Basketball, Fitness, Swimming, American Football, Tennis, Soccer, Hockey, Frisbee, Badminton, Hip-hop

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Eric Zhao's current company

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易方达
易方达
Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23'
peking, beijing, china
Website
Employees
311
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9 roles

Eric Zhao work experience

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Investment Consultant

Current

中国 上海市

Apr 2024 - Present

Summer Business Analyst

中国 广东省 深圳

• Mark-to-Market Money Market Fund Research Project: • Market Research: Analyzed and compared U.S. and European MMF regulations, investor structure, and dynamics of size and returns to strategize fund launch in China; independently delivered a 50-page report to General Manager • Market Sizing and Forecasting: Employed Bloomberg to analyse over 100 financial reports; processed 15-year US- China money market data using Excel and Python to forecast the growth and yield shifts of MTM MMFs in China• Strategy Development and Product Launch: Leveraged insights from market research to develop targeted strategies and design product investment portfolio, achieving £50 million of sales within the first week of launch.  Institutional Sales Engagement: Supported the team through comprehensive research and data analysis on banks, insurance, and REITs, ensuring up-to-date client visit preparation, resulting in a 17% increase in client retention rates.

Jul 2023 - Sep 2023

Strategy Consultant

中国 深圳

• Market Analysis and CRM: Contributed to fresh food consumption trends report through analyzing consumer preferences for organic food via qualitative research (10+ focus groups and 20+ in-depth interviews) and designed ML models in R to predict size of 2023 Chinese organic food market; final data viewed by 16k+ industry experts• Industry Research: Conducted digitalization project for Chinese dairy company to design online membership system: performed thorough industry development and competitor analysis after reviewing 40+ industry reports; findings informed and improved team’s market understanding, reducing estimated project duration by 23%• Data Analysis and Optimization: Tracked and analyzed 50+ brands’ daily and weekly sales data from Tencent Cloud, produced quantitative regression models with R, providing consumer insights for 400+ partner companies

Sep 2022 - Feb 2023

Sales Business Analyst

中国 上海市

• Completed competitor and client analyses utilising their Amazon data; executed desk research on major competitor, Maersk, creating presentations on new promotional programmes and market share growth rate in weekly meetings for senior managers; insights shared at weekly sales departmental meetings to help direct sales focus• Resolved B2B corporate enquiries for quoting, booking, and shipping from 500+ clients, ensuring effective, data-backed communication for each client, resulting in a 98.3% satisfaction rating• Coordinated the exportation progress of goods worth $10 million resulting in a -32% reduction in logistical delays• Centralized sales data from sales team and feedback from customers to co-develop tailored efficiency improvement strategies for each salesperson

Dec 2021 - Jun 2022

E-Commerce Strategy Intern

中国 上海市

• Compiled daily page views, gross merchandise volume, and other metrics on Alibaba’s platform to calculate weekly sales growth rate in order to conduct brand performance and competitor analysis• Cooperated with 15 live broadcast influencers for store promotion; supported live broadcast activities during June 18th E-Commerce Festival, resolving 4 critical issues that occurred during live broadcasts including resolution of technical difficulties and multiple-sided stakeholder management (influencer, platform and consumer)• Assisted in planning experiential activities for ‘Steampod’ product launch in Shanghai through coordinating with Suppliers, Warehouses and Marketing teams to distill customer feedback in order to make improvements; launch day attracted over 34,000 unique visits, exceeding expectations by 14%

Apr 2021 - Jul 2021

Pta

中国 上海市

• Operated company’s social media platforms and content posting, such as WeChat official account and Tik Tok account. Each public tweets received 1w+ reads after being sent out• Participated in the review, layout, and release of the company's "Foresight 2021" annual report.Completed information collection and sorted out the policy direction interpretation of industries• Produced more than 15 weekly analysis reports on growth trend of the social media followers

Dec 2020 - Jan 2021

International Business Development

中国 北京市

· Used MS Office to help the HR international team complete the collection of information on HR-related laws and regulations and market practices in dozens of countries. · Communicated with dozens of heads of overseas business departments of JD and conducted more than 20 online and offline interviews· Assisted the team leader to produce more than 20 weekly and monthly reports to analyze the sales data to support the team

Jun 2020 - Aug 2020

Marketing Intern

中国 北京

· Participated in writing five public articles on the promotion of the company's clinical-key database and monitor the public opinions. Attracted 1,000 new followers in total· Organized and held a database search competition, which gained over 100 new users from various medical schools and hospitals after two weeks of launch· Managed the the company's WeChat public account and participated in the marketing and promotion of campaigns

Apr 2020 - May 2020

研究分析员

东兴证券股份有限公司

中国 北京

• Partnered with 3 interns to complete in-depth report of aerospace-based information industry; produced summary chart comparing number and orbital altitude of low-orbiting small satellites of SpaceX and four Chinese companies, integrated summary table was cited by 20+ investment banking and consulting firms• Predicted future development direction of China's satellite market based on development of rival companies such as Space X, thus providing explicit insights for 25,000+ investors• Analysed financial results of 10 target companies by reviewing annual reports and conducting extensive interviews with 20+ external experts, acquiring in-depth industry insights

Dec 2019 - Feb 2020
Team & coworkers

Colleagues at 易方达

Other employees you can reach at efunds.com.cn. View company contacts for 311 employees →

4 education records

Eric Zhao education

Master Of Science - Ms, Msc Strategic Marketing

Core modules: Finance and Pricing Strategy, Marketing Analytics(R), Machine Learning, Strategic Management

FAQ

Frequently asked questions about Eric Zhao

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What company does Eric Zhao work for?

Eric Zhao works for 易方达.

What is Eric Zhao's role at 易方达?

Eric Zhao is listed as Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23' at 易方达.

Where is Eric Zhao based?

Eric Zhao is based in Pudong, Shanghai, China while working with 易方达.

What companies has Eric Zhao worked for?

Eric Zhao has worked for 易方达, 摩根士丹利, 麦肯锡, 亚马逊网, and 欧莱雅.

Who are Eric Zhao's colleagues at 易方达?

Eric Zhao's colleagues at 易方达 include Shali Tong, 吴俊汉, 杨宗昌, 林晓斌, and 刘先宇.

How can I contact Eric Zhao?

You can use AeroLeads to view verified contact signals for Eric Zhao at 易方达, including work email, phone, and LinkedIn data when available.

What schools did Eric Zhao attend?

Eric Zhao holds Master Of Science - Ms, Strategic Marketing from 英国帝国理工学院.

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