Doris Zhao, an investment associate with Wesleyan’s Investments Office, joined Chief Investment Officer Anne Martin’s team in 2013, after graduating from Yale. Since then, she has completed all three levels of the prestigious Chartered Financial Analyst credential. “My role here at Wesleyan is to help manage the portfolio through monitoring our current managers and selecting new managers,” she says. When we approached her for this Q&A, we discovered that scheduling was an issue: Zhao’s position sends her on frequent travel across the country and internationally, but on a sunny December afternoon she was on campus and spoke with us about her career, her background, and her interests beyond financial matters.
Q: How much time do you spend traveling?
A: When I first started, not as much, because it’s important to build foundational understanding before you go out. Now I travel almost every week, often for multiple days. In the extreme case, like November, I was only at home for one full workday in the month. And I just came back from Toronto yesterday—so you caught me in the office on my one day this week.
Q: With that schedule, It would be hard to have pets.
A: Yes. I don’t even have houseplants.
Q: What brought you to Wesleyan?
A: I was an Ethics, Politics, and Economics major (a multidisciplinary program similar to Wesleyan’s College of Social Studies) at Yale. I concentrated on international development, and my research focused on cash transfer programs as a method of alleviating long-term poverty in developing countries.
In my junior year I did an internship in investment banking and thought that would be my path, but in my senior year, I ended up working as a research assistant for a vice president of China’s sovereign wealth fund. We researched how to build and manage a good private equity program. That served as my gateway to portfolio management, and I started looking for opportunities in that field. Anne was recruiting for an analyst at the time. We connected and the rest was history.