Helen Y. Zhang

Helen Y. Zhang is currently an Investment Banking Associate at Morgan Stanley, specializing in inclusive ventures. She is based in New York and has accumulated significant experience in the financial services industry. Prior to her role at Morgan Stanley, she held various positions that provided her with a diverse skill set in investment management and private equity.

Educational Background

Helen Zhang holds a Bachelor of Arts in Financial Economics from Columbia University, where she graduated summa cum laude. She also has an MBA from The Wharton School at the University of Pennsylvania, which further solidified her expertise in finance and investment strategies.

Professional Experience

• Morgan Stanley (2021 - Present): As an Investment Banking Associate, Zhang focuses on facilitating financial transactions and providing strategic advisory services.
• GIC Special Investments (2017 - 2021): Worked as an Assistant Vice President, where she was involved in evaluating and executing direct private equity investments.
• HIG Capital: Gained experience in distressed investing prior to her tenure at GIC.
• Moelis & Company: Started her career in investment banking, where she developed foundational skills in financial analysis and client management.

Skills and Expertise

Helen possesses a wide range of skills including:

• Financial Analysis
• Due Diligence
• Strategic Planning
• Market Research
• Data Analysis

Her diverse background and commitment to inclusive ventures position her as a significant contributor to Morgan Stanley's initiatives aimed at promoting diversity and sustainability within the financial sector.