Charlotte Zhu
About Charlotte Zhu
Charlotte Zhu is an Investment Banking Analyst currently working at 瑞银集团 in Hong Kong. She has a diverse background in finance and business, with previous roles at notable firms such as Goldman Sachs, Warburg Pincus, and Barclays Investment Bank.
Current Role at UBS
Charlotte Zhu serves as an Investment Banking Analyst at UBS, a position she has held since 2022. She works in the Hong Kong office and has accumulated two years of experience in this role. Her responsibilities include analyzing financial data, preparing reports, and supporting senior bankers in various investment banking activities.
Previous Experience in Investment Banking
Charlotte Zhu has extensive experience in investment banking, having worked at several prestigious firms. She completed a summer analyst position at Barclays Investment Bank in 2020 for one month in New York. Prior to that, she worked at Citigroup in investment banking from 2021 to 2022 for eleven months in Hong Kong. Additionally, she interned at Warburg Pincus LLC as a Private Equity Intern for two months in 2019.
Educational Background
Charlotte Zhu holds a Bachelor of Science degree in Mathematical Economics from Wake Forest University, where she studied from 2016 to 2020. She also participated in a study abroad program at Yonsei University in South Korea in 2020. Earlier, she studied at the University of Cambridge, specifically Pembroke King's College, for eleven months in 2017. Her foundational education includes an International Baccalaureate Diploma from Shanghai Pinghe High School, completed from 2013 to 2016.
Internship Experience
In addition to her current role, Charlotte Zhu has completed several internships that have contributed to her professional development. She was a Business Analyst Intern at Bain & Company in Shanghai for four months in 2018. She also participated in Goldman Sachs' Sophomore Program for one month in 2019 and was involved in the GS Scholars program at Goldman Sachs in 2020.
Early Career at Abercrombie & Fitch
Charlotte Zhu began her career as a Brand Representative at Abercrombie & Fitch Co. in Shanghai in 2016. She held this position for three months, where she was responsible for promoting the brand and engaging with customers.