Charlotte Ruo Zhang

Associate Director

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

Last Update
Jul 11, 2022
Email
ch**@gmail.com
Location
San Francisco, CA
Company

Workplace

ICONIQ Capital
Investor

Industry

Investment Management

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

Private Equity Intern

Walnut Creek, CA
Jan 2012 — May 2012

Summer Analyst

San Francisco, CA
Jun 2011 — Aug 2011

Business Development Intern

1 Beach St SUITE 300, San Francisco, CA 94133
Jun 2010 — Aug 2010

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
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