Annie Lai Email & Phone Number
Portfolio Manager | Investment Management
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Annie Lai Location
- New York, NY, US
Annie Lai Work
- Portfolio Manager | Investment Management @ ACL Capital (January 2025 - Present)
- Director @ (July 2022 - Present)
- Director @ (January 2018 - January 2022)
- Venture Capital @ (January 2017 - January 2018)
- Portfolio Manager @ (January 2015 - January 2017)
- Senior Investment Analyst @ (January 2013 - January 2015)
- Senior Investment Analyst - Long and Short Equity @ (January 2010 - January 2013)
- Investment Analyst - Long and Short Equity @ Midsummer Capital (July 2008 - July 2010)
- Investment Analyst @ (January 2007 - January 2008)
- Investment Analyst @ (January 2005 - January 2007)
Annie Lai Education
- University of Pennsylvania
BA (Economics, Magna Cum Laude - Dean's List)
- 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 BA in Economics, Magna Cum Laude - Dean's List @ 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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