Annie Lai Email & Phone Number
Portfolio Manager | Investment Management
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Annie Lai Location
- New York, NY, US
Annie Lai Work
- 2025 -now Portfolio Manager | Investment Management @ ACL Capital
- 2022 -now Director @
- 2018 -2022 Director @
- 2017 -2018 Venture Capital @
- 2015 -2017 Portfolio Manager @
- 2013 -2015 Senior Investment Analyst @
- 2010 -2013 Senior Investment Analyst - Long and Short Equity @
- 2008 -2010 Investment Analyst - Long and Short Equity @
- 2007 -2008 Investment Analyst @
- 2005 -2007 Investment Analyst @
Annie Lai Education
- University of Pennsylvania
- University of Chicago
Economics
Annie Lai Skills
- Microsoft Office
- Financial Modeling
- Financial Analysis
- Investments
- Business Analysis
- Strategy
- Microsoft Excel
- Alternative Investments
- PowerPoint
- Equity Valuation
- Accounting
- Economics
- Fixed Income
- Financial Forecasting
- Corporate Finance
- Quantitative Statistics
- Fundamental Analysis
- Valuation
- Portfolio Management
- Capital Markets
- Data Analysis
- Bloomberg
- Value Investing
- Finance
- FactSet
- Asset Allocation
- Morningstar
- Equities
- Mutual Funds
- Equity Research
- Performance Benchmarking
- Microsoft Word
- Investment Strategies
- Risk Management
- Asset Management
- Socially Responsible Investing
- Private Equity
- Management
- Investment Banking
- Due Diligence
- Research
- Trading
- Venture Capital
- Analysis
- Securities
- Hedge Funds
- Investment Management
- Chartered Financial Analyst
- Financial Markets
Annie Lai Summary
- Annie Lai, based in New York, NY, US, is currently a Portfolio Manager | Investment Management at ACL Capital. Annie Lai brings experience from previous roles at Cognizant, Global Brands Group (Member of Fung Group), Sorfin Yoshimura LTD and Satovsky Asset Management. Annie Lai holds a University of Pennsylvania. With a robust skill set that includes Microsoft Office, Financial Modeling, Financial Analysis, Investments, Business Analysis and more. Annie Lai has 2 emails and 2 mobile phone numbers on RocketReach.
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