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Julia Zhu
Analyst-Equity bei NorthCoast Asset Management LLC
Profil
Ms. Julia Zhu, CFA MBA, is a Senior Vice President at NorthCoast Asset Management LLC.
She joined in the Portfolio Management and Research group in 2013.
Ms. Zhu worked as a Vice President at Research Affiliates, LLC, where she was responsible for quantitative research in both equity strategies (RAFI Fundamental Index strategies) and global tactical asset allocation products (All Asset Fund).
Prior to that, Ms. Zhu worked as an Associate in First Quadrant, LP and conducted research projects on GTAA and tactical currency allocation products.
Ms. Zhu earned her Master of Economics from Yale University and MBA with concentration in Finance from University of Southern California.
She also holds a Bachelor’s Degree in Economics from the Institute of International Relations from Beijing, China.
She is a CFA charterholder and a certified Financial Risk Manager.
Aktive Positionen von Julia Zhu
Unternehmen | Position | Beginn |
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NorthCoast Asset Management LLC
![]() NorthCoast Asset Management LLC Investment ManagersFinance NorthCoast Asset Management LLC (NorthCoast) is an investment advisory firm headquartered in Greenwich, Connecticut. The firm was co-founded in 1988 by Paul Dean, James Semels and Harry Suber. They are a subsidiary of Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NorthCoast provides advisory services to individual investors, financial advisors and institutions. | Analyst-Equity | 01.01.2013 |
Ehemalige bekannte Positionen von Julia Zhu
Unternehmen | Position | Ende |
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First Quadrant LLC
![]() First Quadrant LLC Investment ManagersFinance First Quadrant LLC is an investment management firm headquartered in Glendale, California. The firm was founded by Robert Arnott in 1988 and is a direct subsidiary of AMG CA Holdings Corp., ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). First Quadrant provides investment management services to institutional clients around the globe, which includes corporate and public pension and profit-sharing plans, foundations and endowments, mutual funds, trusts, estates, charitable organizations, private (unregistered) funds, state or municipal government entities, and foreign governments. | Corporate Officer/Principal | - |
Research Affiliates LLC
![]() Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Analyst-Equity | - |
Ausbildung von Julia Zhu
Yale University | Graduate Degree |
University of Southern California | Masters Business Admin |
University of International Relations | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 3 |
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Research Affiliates LLC
![]() Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Finance |
First Quadrant LLC
![]() First Quadrant LLC Investment ManagersFinance First Quadrant LLC is an investment management firm headquartered in Glendale, California. The firm was founded by Robert Arnott in 1988 and is a direct subsidiary of AMG CA Holdings Corp., ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). First Quadrant provides investment management services to institutional clients around the globe, which includes corporate and public pension and profit-sharing plans, foundations and endowments, mutual funds, trusts, estates, charitable organizations, private (unregistered) funds, state or municipal government entities, and foreign governments. | Finance |
NorthCoast Asset Management LLC
![]() NorthCoast Asset Management LLC Investment ManagersFinance NorthCoast Asset Management LLC (NorthCoast) is an investment advisory firm headquartered in Greenwich, Connecticut. The firm was co-founded in 1988 by Paul Dean, James Semels and Harry Suber. They are a subsidiary of Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NorthCoast provides advisory services to individual investors, financial advisors and institutions. | Finance |