Yi Zhu

About Yi Zhu

Driven by a passion for global finance and cross-border transactions, I hold dual MBA/MPA degrees from Cornell University and am currently pursuing the CFA designation as a Forté Fellow—a testament to my commitment to leadership, diversity, and lifelong learning in finance. My expertise lies at the intersection of investment banking and capital markets, where I thrive on crafting innovative financial solutions. As an Investment Associate Intern at Zhuri Capital, I supported cross-border M&A in the Consumer & Retail sector, performing financial modeling, valuations, and due diligence to advance high-stakes deals. Earlier, as a Student Portfolio Manager for Cornell’s Cayuga Fund, I spearheaded investments in the consumer sector and co-developed ESG strategies, sharpening my skills in equity research, portfolio optimization, and risk mitigation. What excites me most is bridging markets and cultures. I bring a unique blend of analytical rigor, strategic foresight, and cross-cultural fluency to empower clients navigating opportunities where East meets West. Whether structuring cross-border transactions or integrating ESG principles into investment frameworks, I’m passionate about unlocking value in complex, global landscapes. Let’s connect to exchange insights on investment banking, emerging markets, or the future of sustainable finance! Always open to collaborating on projects that drive growth at the intersection of innovation and impact.

Experience

1. Strategic Operations Manager

   SquareOne

   Oct 2024 — Present

   Educational Startup)Build institutional partnerships and integrate AI-driven automation systemsInternal strategy management

Education

• Hunan University of Finance and Economics

  Bachelor's degree, Financial Management

• Cornell Johnson Graduate School of Management

  Master of Business Administration - MBA, Corporate Finance

• Cornell University

  Master of Public Administration - MPA, Economics and Financial Policy