Annie C. Lai
Portfolio Manager | Public and Private Markets | Multi-Asset Strategies
- Role
- Director at Cognizant
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Annie C. Lai
Portfolio Manager with 15+ years of experience across public and private markets, investing throughout the capital structure. Demonstrated track record of ~10% alpha generation through disciplined trade construction, relative value analysis, sector research, portfolio allocation, and risk management.Fundamental investor with experience spanning long-only, long/short equity, venture capital, and private market allocations, including early-stage, alternative, and convertible debt investments. Deep expertise in underwriting complex risk-return profiles across equity, credit, and hybrid instruments.Strong technical background in streamlining due diligence workflows and building factor-based/risk models to support investment decision-making. Senior operational experience across FP & A, strategy, and investor relations, advising C-suite executives on market insights and capital allocation decisions.Actively focused on the intersection of capital markets and artificial intelligence, with particular interest in how data-driven investment processes and AI-enabled enterprise transformation are reshaping portfolio construction, risk assessment, and sustainable long-term value creation.
Experience
Director
Jan 2022 — Present · New York, NY, US
Cognizant (Nasdaq: CTSH)-$40B global technology and consulting leader with over employees worldwide. Initiatives include data aggregation, transformation, and AI automation- Partner with executive leadership on market positioning, capital allocation insights, valuation frameworks, and investor-facing strategy across public markets- Spearhead internal buy-side valuation model forecasting analyst target prices and market reaction- Lead cost optimization project to achieve 25bps margin uplift and validate multi-year guidance- Execute M&A transactions on private companies evaluating strategic fit and consolidation synergies- Utilize statistical analysis to target top shareholders increasing investor and sell-side engagement- Track financial and operational metrics across technology to assess peer positioning and market trends- Highlight corporate strategy, business operations, and buy-side insights to divisional Presidents- Nominated for Propel Leadership and hosted first ESG NDR in partnership with Head of Sustainability.
Education
University of Chicago
Economics
University of Pennsylvania
BA, Economics, Magna Cum Laude - Dean's List
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