Yumi Zhao
About Yumi Zhao
Yumi Zhao is an Associate at Vista Equity Partners, where she has worked since 2022. Previously, she held positions at Credit Suisse and PGIM, and she has a strong academic background with degrees from The Johns Hopkins University and the University of Cambridge.
Current Role at Vista Equity Partners
Yumi Zhao serves as an Associate at Vista Equity Partners, a position she has held since 2022. In this role, she is involved in various aspects of investment analysis and portfolio management. Based in New York, New York, she contributes to the firm's focus on software and technology investments. Her responsibilities include conducting market research, financial modeling, and supporting deal execution.
Previous Experience at Credit Suisse
Prior to her current role, Yumi Zhao worked as a Credit Investment Analyst at Credit Suisse from 2021 to 2022. During her tenure in New York, New York, she focused on credit analysis and investment strategies, contributing to the firm's efforts in managing credit portfolios. This experience provided her with a solid foundation in financial analysis and investment evaluation.
Educational Background
Yumi Zhao holds a Bachelor of Arts degree in Economics, International Studies, and Sociology from The Johns Hopkins University, where she studied from 2017 to 2021. Additionally, she completed a Semester Programme in Human, Social, and Political Science at the University of Cambridge in 2020. Her education has equipped her with a diverse skill set applicable to her roles in finance and investment.
Internship Experience
Yumi Zhao has gained valuable experience through various internships. In 2019, she interned at PGIM as a Jennison Associates Intern in Fundamental Equity for one month. She also served as an Investment Implementation Associate Intern at Bridgewater Associates in 2020 for one month. Furthermore, she was a Scholar at Girls Who Invest in 2019, where she participated for three months, enhancing her understanding of investment management.
Research and Assistant Roles
During her time at The Johns Hopkins University, Yumi Zhao worked as a Research Assistant at the Arrighi Center for Global Studies from 2017 to 2021. In this role, she supported research initiatives and contributed to academic projects. Additionally, she served as an Office Assistant at Stocks in the Future from 2018 to 2020, where she assisted in administrative tasks and operations.