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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | Investment Analyst | Jul 2023 to Present | — |
| American Century Investments | Investment Analyst Intern | Jun 2022 to Aug 2022 | — |
| Fuller & Thaler Asset Management, Inc. | Investment Analyst Intern | May 2022 to Jun 2022 | — |
| Point72 | Data Driven Equity Research Analyst | May 2019 to Jun 2021 | Market Intelligence |
| Bank of America Merrill Lynch | Equity Research Analyst | Aug 2017 to May 2019 | — |
| Kabouter Management L.L.C. | Equity Research Intern | Oct 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
Others at Fuller & Thaler Asset Management, Inc. (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | San Francisco, CA , United States | |
| Partner | CA , United States | |
| Trading | CA , United States | |
| Partner, Portfolio Manager | San Mateo, CA , United States | |
| Associate Portfolio Manager | CA , United States | |
Y Yining Tung | Investment Analyst and Head of Risk Management | United States |
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