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Li (Jolie) Zhou

Li (Jolie) Zhou

Fund Manager,Stuart Investments

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Stuart Investments

Fund Manager

Co-led long only equity fund that manages two accounts (a portion of IIT’s endowment and alumni donated fund).
• Achieved an average quarterly return of 8.69% since the third quarter of 2012, and reported quarterly fund performance to the board of directors.
• Measured and evaluated the fund performance of investments relative to established performance benchmarks on a quarterly basis. Generate a total gain of 11.59% from August 2012 to March 2013.
• Rebalanced portfolio weekly to keep the portfolio sector neutral benched with S&P 500. Kept fund bearing an average volatility of 11.93% (Annualized), which is less than that of benchmark, 12.59%.
• Oversaw the progress and development of five wsector teams (Consumer, Financial, Healthcare, Industrials &Materials and Technology).

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Career

IIT Stuart School of Business

Office Assistant of Dean's Office

• Assisted in special projects emanating from the Dean’s office
• Provided customer service to individuals both in person and via telephone

The Information Technology Architect Corporation

Marketing Analyst

• Designed the IT Architect Corporation official website with team members, helping the IT Architect to establish commercial website to provide and manage various mobile devices which include Sprint wireless assets.
• Assist administrator with Call Center Customer Service, helping the IT Architect to provide consultative planning & analysis for enterprise.

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Career

Illinois Institute of Technology

Master of science Finance, Finance