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lisa Zhang

manager at investment

📍 San Francisco, California, United States138 connections138 followersphoto: yes#389 · navid-aub

About

Has more than 10 years of experience in analytical capabilities in business and process improvement. problem solving skill. Expertise in data requirements, designing workflows, providing solutions, testing and classifyingproblems. Years of experience in large-scale platform financial systems.

Experience (5)

  • Workplace
    New Enterprise Associates (NEA)
    Role
    Investment Manager
    Duration
    Jan 2019 - Present · 4 yrs 1 mo
    Workplace Location
    Description
    1. Discover high-growth companies at various stages in the medical and health field and companies in the Pre-IPO stage through various channels, and get in touch; 2. Through in-depth communication and basic due diligence, complete project analysis and sorting, and screen out potential financing and High-quality corporate targets of merger and acquisition value; 3. Independent judgment ability, through business model, industry research and financial analysis, to evaluate entrepreneurial projects. 4. Project contracting; communication skills, through business negotiation, confirm the company's financing intention and sign a cooperation agreement; 5. Promote and assist the back-end service team to complete the final financing or merger and acquisition of the company.
  • Workplace
    New Enterprise Associates (NEA)
    Role
    Senior Account Manager
    Duration
    Oct 2013 - Dec 2018 · 5 yrs 3 mos
    Workplace Location
    Description
    Plan and manage the recruitment and selection of employees, develop and implement human resources policies and procedures-Manage HR policies, compensation and benefits-Ensure compensation and benefits are in compliance with company policies and laws-Benchmark compensation package-Support annual payroll review-Implement and monitor performance management system-Handle employee complaints, grievances and disputes
  • Role
    Customer Relationship Manager
    Workplace
    Lions Financial · Full-time
    Duration
    Jul 2012 - Aug 2013 · 1 yr 2 mos
    Workplace Location
    Description
    Specializing in risk management, wealth management, accumulation, weal thdistribution, retirement planning, and estate planning.-Specializing in executive benefitsWork with repeat clients to build their portfolios by leveling their investmentobjectives, risk tolerance, time horizon and unique environment
  • Role
    Intern manager
    Workplace
    摩根士丹利 · Full-time
    Duration
    Jul 2011 - May 2012 · 11 mos
    Workplace Location
    Description
  • Role
    Finance Internship
    Workplace
    海通国际证券集团有限公司 · Full-time
    Duration
    Nov 2006 - Aug 2007 · 10 mos
    Workplace Location
    Description

Education (2)

  • Institute
    Stanford University
    Degree
    Master's degree, Economy & Finance
    Duration
    2008 - 2009
    Description
    Grade: 36 credits in total
  • Institute
    Fudan University
    Degree
    BA, Economic Management
    Duration
    2002 - 2006
    Description
    Grade: 643 credits in the fourth year of college

Interests (4)