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About
Annie Yuan is an Associate at Alpha Wave Global in New York, where she focuses on investments within the technology and innovation sectors. In her current role, she is responsible for evaluating investment opportunities, conducting financial due diligence, and supporting deal execution in growth-stage companies, with particular emphasis on disruptive digital and enterprise technology assets.
Prior to joining Alpha Wave Global, Annie began her career as an Investment Banking Analyst at Houlihan Lokey, where she specialized in financial advisory and M&A transactions primarily across the technology, media, and telecommunications (TMT) verticals. Her analytical rigor and transaction experience have contributed to successful deal closings and strategic advisory projects during her tenure.
Annie holds a Bachelor of Science in Commerce with concentrations in Finance and Information Technology from the University of Virginia’s McIntire School of Commerce, as well as a Master in Management degree from HEC Paris through its Grand École program. She leverages her expertise in finance and cross-disciplinary technology to identify high-potential investment opportunities, particularly in enterprise software and digital platforms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alpha Wave Global | Associate | Jun 2024 to Present | — |
| Houlihan Lokey | Investment Banking Analyst | Jul 2021 to May 2024 | — |
| Houlihan Lokey | Investment Banking Summer Analyst | Jun 2020 to Jun 2021 | — |
| United States Postal Service | Revenue Analysis and Reporting Intern | May 2019 to Aug 2019 | — |
Education
McIntire School of Commerce
B.S. Commerce, Concentrations in Finance & Information Technology
2019 — 2021
University of Virginia
2017 — 2021
HEC Paris
Master in Management, Grand École, International Exchange
2020 — 2020
Others at Alpha Wave Global, LP (10)
| Name | Role | Location |
|---|---|---|
| Head Trader | Stamford, CT , United States | |
| Investment Analyst | Miami, FL , United States | |
K Kristine Zhuang | ESG Analyst | New York, NY , United States |
| Investment Analyst | New York, NY , United States | |
| Senior Associate | New York, NY , United States | |
| Trader | New York, NY , United States | |
| Analyst | San Francisco, CA , United States | |
| Investment Analyst | United States | |
N Neil Udassi | Analyst | New York, NY , United States |
| Co-Founder, Chairman and Chief Investment Officer | Miami, FL , United States |
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| Name | Role | Fund | Location |
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| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |