Edwin Zhai, Cfa
About Edwin Zhai, Cfa
Edwin Zhai, CFA, is a Senior Business Manager with over eight years of experience in business development and client relationship management. He has held leadership roles at prominent financial institutions, including JPMorgan Chase, BlackRock, and State Street, and currently works at VISTRA in Shanghai, China.
Work at Vistra
Edwin Zhai serves as a Senior Business Manager at Vistra, a role he has held since 2021. He operates out of Shanghai, China, where he applies his extensive experience in business development and client relationship management. His responsibilities include overseeing various business operations and ensuring the delivery of high-quality services to clients. Edwin's background in fund accounting and administration enhances his capability to manage complex client needs effectively.
Previous Experience at JPMorgan Chase
Before joining Vistra, Edwin Zhai worked at JPMorgan Chase as an Associate in the Private Equity & Real Estate Services division from 2013 to 2014. During his tenure in the Greater New York City Area, he contributed to various projects that involved managing client relationships and supporting investment strategies. This experience laid a strong foundation for his subsequent roles in the finance sector.
Career at BlackRock
Edwin Zhai was employed at BlackRock as an Associate from 2014 to 2018 in the Greater Seattle Area. In this position, he focused on business development and client management, further refining his skills in fund services. His time at BlackRock provided him with valuable insights into the investment management industry and enhanced his expertise in alternative investment funds.
Education and Expertise
Edwin Zhai holds a Master’s degree in Accounting and Finance from the Illinois Institute of Technology in the United States. His academic background complements his professional experience, equipping him with the knowledge necessary for effective financial management and analysis. He possesses over eight years of experience in business development and client relationship management, with a strong focus on fund accounting and administration services.
Professional Background
Edwin Zhai has held leadership roles in several top-tier fund services providers, including JP Morgan, BlackRock, HSBC, and State Street. His career spans over eight years, during which he has developed a robust skill set in managing client relationships and overseeing fund administration. His diverse experience across different regions, including the United States and China, has contributed to his comprehensive understanding of the global finance landscape.