Yizhou Yan
Quantitative Research Analyst

Working diligently behind the scenes, Yizhou plays a critical role in the construction of CornerCap clients’ custom portfolios.  As a Quantitative Research Analyst, she assesses stocks by testing for variables that seek to add value to CornerCap funds.  Since joining the firm, she has played a key role in the development of the newest CornerCap strategy focused on international opportunities.  In addition to distinguishing herself academically during her masters’ studies, Yizhou simultaneously completed quantitative research internships at Axioma Inc. and Fortune Securities while working as the Quantitative Finance Research Assistant at the Chinese University of Hong Kong (Shenzhen).

Education

  • Masters of Financial Engineering – UC Berkeley
  • Masters of Finance – Chinese University of Hong Kong

Why did you choose to join CornerCap?

My long-time career goal has been to focus on investments and wealth management.  After completing my graduate study of financial engineering at UC Berkeley, my ideal job was to leverage my quantitative and analytical skills in custom investment research to help manage the wealth of individuals and families. CornerCap was the perfect platform to leverage my skills since the firm is unique in its specialized commitment to conducting custom investment research to benefit clients.

How do you spend your time outside of the office?

I love doing both indoor and outdoor exercises. I go to the gym almost every day and go hiking every weekend.

What was your first job, and how did it influence your ultimate career path?

After graduating from the Chinese University of Hong Kong (CUHK), I received my first job as a quantitative finance teaching assistant, also at CUHK. That job inspired me to explore the quantitative finance world on a deeper level, and I ultimately decided to pursue a masters of financial engineering degree and work as a quantitative analyst – which, fortunately, led me to CornerCap.

What’s left to accomplish on your bucket list?

The top three things that come to mind right now are to (1) get open water diver certified, (2) go skydiving and (3) raise a dog and a child at the same time.

If someone gave you a million dollars to start your own charity, what cause would you focus on?

I would launch a crowdfunding platform to help those who have serious illnesses but cannot afford medical care.