Since 2018, Charlotte Ruo Zhang has been working in Iconiq Capital situated 1096, 1096. Charlotte Ruo Zhang is a well-qualified Investor with over six years of work experience. According to Charlotte's CV and work profile, this professional has worked at more than eight companies with diverse backgrounds and gained various skills. Charlotte attended school at the University of California, Berkeley from 2009 to 2013. Charlotte Ruo Zhang can be found in San Francisco, California – where the professional is currently located. You can search for this person's e-mail and phone. We can also provide you detailed contact information upon request.
Name variants:
Charlote Zhang,
Charlette Zhang,
Lotta Zhang,
Lottie Zhang,
Lotty Zhang,
Lola Zhang,
Lolita Zhang,
Chattie Zhang,
Charlie Zhang,
Shirley Zhang
Last updated Jul 06, 2024
Contact Information
Workplace

Colleagues
Work History
Investor
San Francisco, CA
Led due diligence on private and public markets fund managers, performed asset class research, institutionalized investment processes, and established a framework for hiring analysts.
Apr 2018 — May 2019
West Coast Steering Committee
WAVE is an association of women in the private equity and venture capital industry. The organization's mission is to promote the personal and professional development of its members through ...
from 2019
Senior Associate
Responsible for due diligence of private equity funds and co-investment opportunities across corporate equity, credit and real assets.
Nov 2014 — Apr 2018
Technology Investment Banking Analyst
880 Carillon Pkwy, St Petersburg, FL 33716
Jul 2013 — Oct 2014
Technology Investment Banking Summer Analyst
880 Carillon Pkwy, St Petersburg, FL 33716
May 2012 — Aug 2012
Education
Occupations
Executive
Deputy Director
Investor
Managers
Analysts
Accountant
Finance and Accounting Specialist
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Alternative Investments
Portfolio Management
Financial Modeling
Private Equity
Valuation
Investment Banking
Data Analysis
Corporate Finance
Investments
Business Development
Market Research
Finance
Mergers and Acquisitions
Asset Management
Investment Management
Investment Strategies
Due Diligence
Bloomberg
Microsoft Excel
Microsoft Office
Capital Iq
Microsoft Powerpoint
Fund of Funds
M&A Experience
Investment Research
Powerpoint