Zhenyi Wang
About Zhenyi Wang
Zhenyi Wang is a Portfolio Insight Analyst currently employed at Carta since 2019. He has a diverse background in finance and marketing, with previous roles at Euler Capital LLC, MassMutual, and Seattle Chinese Times, and holds a Master's degree in Finance from the University of Rochester.
Work at Carta
Zhenyi Wang has been employed at Carta as a Portfolio Insight Analyst since 2019. In this role, he focuses on analyzing portfolio performance and providing insights to enhance investment strategies. His work contributes to the firm's mission of improving equity management and investment transparency.
Education and Expertise
Zhenyi Wang is a candidate for a Master of Science in Finance at Simon Business School, University of Rochester, where he has been studying since 2017. He previously studied at the University of Washington from 2011 to 2014, gaining foundational knowledge in finance and related disciplines. His education equips him with analytical skills applicable to his current role.
Background
Zhenyi Wang has a diverse professional background in finance and marketing. He began his career with a summer internship at China Everbright Bank in 2013. He then held various internships, including positions at Euler Capital LLC and MassMutual, where he gained experience in equity research. His marketing experience includes a role at Seattle Chinese Times.
Previous Work Experience
Before joining Carta, Zhenyi Wang worked at SimpliShip as a Finance and Marketing Analyst for five months in 2018. He also interned at Euler Capital LLC for two months in 2017 and at MassMutual for one year from 2016 to 2017. His internships have provided him with a solid foundation in equity research and marketing strategies.