Emily Zhou, CFA, CAIA

Portfolio Management Officer at Asian Infrastructure Investment Bank
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Contact Information
us****@****om
(386) 825-5501
Languages
  • Chinese Mandarin Native or bilingual proficiency

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Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    Dec, 2020
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • Asian Infrastructure Investment Bank (AIIB)
    • China
    • International Trade and Development
    • 400 - 500 Employee
    • Portfolio Management Officer
      • Aug 2021 - Present

      Capital Markets Capital Markets

  • PIMCO
    • United States
    • Investment Management
    • 700 & Above Employee
    • Sr. Portfolio Management Associate
      • Jan 2020 - Jul 2021

      Global Multi Asset Investments. Combines both systematic and discretionary strategies to seek for excess returns over 60% Barclays Global Agg and 40% ACWI benchmark. Investments securities include equities, rates, credit, FX, and derivatives.

    • Portfolio Management Associate
      • Dec 2017 - Jan 2020

      Assist PMs in managing approx. $130bln assets across Money Market, Enhanced Cash, and Low Duration strategies. Responsibilities include implementing trade strategies, conduct hedging activities, construct portfolio, monitoring risk exposures and any other activities to liaise between PM team and the rest departments

  • General Motors
    • United States
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Senior Analyst
      • Jul 2016 - Nov 2017

      Interviewed and analyzed hedge fund managers to invest $5 bln of Absolute Return Strategy portfolioAttended weekly meetings with Portfolio Managers to understand key drivers of performance and discuss potentials for pipeline investments Performed onsite due diligence on existing and new funds

    • Treasury Analyst
      • Jul 2015 - Jun 2016

      Responsible for managing the foreign currency cash portfolio, net $5B USD equivalent, through in-house banking activities. These include intercompany lending/borrowing, purchasing and selling FX, and investing excess liquidities to T-bills and Term Deposits Facilitated weekly global payment transactions (for 132 subsidiaries in 57 countries and 25 currencies) through netting process, effectively reduce the number of cash transfers by 90% Executed daily settlements with counterparties for investments and hedging activities such as FX trades, commodities/forward, term deposits, and collateral movements Lead special projects such as implementing KRW payment capabilities, repatriating foreign dividends, and equity injections into oversea subsidiaries Show less

  • European Central Bank
    • Germany
    • Banking
    • 700 & Above Employee
    • Economist Trainee
      • Dec 2014 - Feb 2015

      • Implemented Acemoglu Innovation-Relocation-Growth model (2014) to analyze the effect of government R&D subsidy on GDP growth and Social Welfare • Analyzed firm-level micro data, such as employment, research expense, patents, and productivity, to improve estimation of model parameters • Performed model validation test using Matlab and C; improved functionality by creating flexibility in model inputs, allowing economist to provide more accurate forecast when making recommendations • Implemented Acemoglu Innovation-Relocation-Growth model (2014) to analyze the effect of government R&D subsidy on GDP growth and Social Welfare • Analyzed firm-level micro data, such as employment, research expense, patents, and productivity, to improve estimation of model parameters • Performed model validation test using Matlab and C; improved functionality by creating flexibility in model inputs, allowing economist to provide more accurate forecast when making recommendations

Education

  • Massachusetts Institute of Technology
    Master's Degree, Finance, General
    2014 - 2015
  • University of Arizona
    Bachelors, Mathematics & Finance
    2010 - 2014

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