Eric Zhao

Eric Zhao Email and Phone Number

Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23' @ 易方达
peking, beijing, china
Eric Zhao's Location
Pudong, Shanghai, China, China
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

Eric Zhao's Current Company Details
易方达

易方达

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Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23'
peking, beijing, china
Website:
efunds.com.cn
Employees:
311
Eric Zhao Work Experience Details
  • 易方达
    Investment Consultant
    易方达 Apr 2024 - Present
    中国 上海市
  • 摩根士丹利
    Summer Business Analyst
    摩根士丹利 Jul 2023 - Sep 2023
    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.
  • 麦肯锡
    Strategy Consultant
    麦肯锡 Sep 2022 - Feb 2023
    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
  • 亚马逊网
    Sales Business Analyst
    亚马逊网 Dec 2021 - Jun 2022
    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
  • 欧莱雅
    E-Commerce Strategy Intern
    欧莱雅 Apr 2021 - Jul 2021
    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%
  • 罗兰贝格
    Pta
    罗兰贝格 Dec 2020 - Jan 2021
    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
  • 京东
    International Business Development
    京东 Jun 2020 - Aug 2020
    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
  • 爱思唯尔集团
    Marketing Intern
    爱思唯尔集团 Apr 2020 - May 2020
    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
  • 东兴证券股份有限公司
    研究分析员
    东兴证券股份有限公司 Dec 2019 - Feb 2020
    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

Eric Zhao Education Details

Frequently Asked Questions about Eric Zhao

What company does Eric Zhao work for?

Eric Zhao works for 易方达

What is Eric Zhao's role at the current company?

Eric Zhao's current role is Investment Consultant @ E Fund | Ex Morgan Stanley | Imperial College 23'.

What schools did Eric Zhao attend?

Eric Zhao attended 英国帝国理工学院, Imperial College Business School, Shanghai International Studies University, 复旦大学.

Who are Eric Zhao's colleagues?

Eric Zhao's colleagues are Zeqi Yang, 华爱平, 陈宇韬, Jianzhuo Tang, 郭景锐, 陈华轩, Yuhang Jiang.

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