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Jasmine Zhang

Jasmine Zhang

Investment Analyst at Fuller & Thaler Asset Management, Inc.

CA , United States

About

Jasmine Zhang, CFA, MBA, is an Investment Analyst at Fuller & Thaler Asset Management, Inc., where she supports the firm’s behavioral equity strategies, particularly in U.S. equities. Her responsibilities involve conducting fundamental and behavioral research to identify market inefficiencies in small-cap and behavioral equity portfolios, a specialization of the firm.

She brings experience from roles at Point72 Asset Management and in equity research at Bank of America Merrill Lynch, as well as prior internships at American Century Investments and Fuller & Thaler. Jasmine has been in the financial industry since 2016 and is recognized for her analytical capabilities and deep understanding of behavioral finance.

Jasmine holds a Master of Business Administration with a focus on Quantitative Finance from The Wharton School and dual bachelor’s degrees in Economics and Statistics from the University of Chicago. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society of San Francisco, underscoring her commitment to professional excellence in equity research and investment analysis.

Career History

OrganizationRoleDate RangeDetails
Fuller & Thaler Asset Management, Inc.Investment AnalystJul 2023 to Present
American Century InvestmentsInvestment Analyst InternJun 2022 to Aug 2022
Fuller & Thaler Asset Management, Inc.Investment Analyst InternMay 2022 to Jun 2022
Point72Data Driven Equity Research AnalystMay 2019 to Jun 2021
Market Intelligence
Bank of America Merrill LynchEquity Research AnalystAug 2017 to May 2019
Kabouter Management L.L.C.Equity Research InternOct 2016 to May 2017

Education

The Wharton School

Master of Business Administration - MBA

2021 2023

University of Chicago

Bachelor’s Degree, Economics and Statistics

2013 2017

Skills & Expertise

Mandarin
Microsoft Office
Economics
Microsoft Excel
Market Research
Start-ups
Data Analysis
Financial Modeling
Teamwork
Microsoft Word
PowerPoint
Social Media
Leadership
Microsoft PowerPoint
SQL
Bloomberg Terminal
Start Ups

Others at Fuller & Thaler Asset Management, Inc. (6)

NameRoleLocation
David Potter
David Potter
Portfolio ManagerSan Francisco, CA , United States
Ed Stubbins
Ed Stubbins
PartnerCA , United States
Gary Chea
Gary Chea
TradingCA , United States
Raymond Lin
Raymond Lin
Partner, Portfolio ManagerSan Mateo, CA , United States
Ryam Lee
Ryam Lee
Associate Portfolio ManagerCA , United States
Y
Yining Tung
Investment Analyst and Head of Risk ManagementUnited States

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