Edward Zhao
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since August 21, 2025
Edward is a former equity analyst at billion-dollar long-only funds that outperformed their benchmarks by 4% to 5% annually. Drawing on years of generalist investing, he strengthened investment pipelines, produced in-depth company write-ups, expanded coverage of 10 global stocks, and initiated multiple profitable ideas, including Amazon, Microsoft, Visa, and Mastercard. Through successes and mistakes, Edward has honed the ability to identify truly exceptional businesses from the merely average.
Career Highlights
Certification Highlights
Case Studies
Investment Thesis: Amazon
Investment Thesis: Wise
Investment Thesis: Charles Schwab
Software Expertise
- Bloomberg
- Microsoft Excel
Other Expertise
- Accounting
- Finance
- Financial Modeling
- Fundamental Analysis
- Microsoft Power BI
- Stock Analysis
Work Experience
Investment Analyst
Lakehouse Capital
- Enhanced investment pipeline with two bench additions in four months, completed through five checklists and two full write-ups.
- Produced a comprehensive investment write-up on Synopsys, highlighting its durability as a sector exposure due to non-cyclical attributes, dominant duopoly position, and high barriers to entry.
- Ramped coverage of 10 global stocks across financials with an emphasis on payments, technology in software, and consumer luxury goods.
Senior Equity Analyst
Selector Funds Management
- Co-managed the Selector High Conviction Small Companies Fund, achieving more than 20% cumulative outperformance through 2024, driven by contributions in stock selection, portfolio weightings, and risk management.
- Seeded an internal global fund with high-quality investment ideas, including Amazon, Microsoft, Visa, and Mastercard.
- Initiated multiple profitable stock ideas that delivered meaningful contributions to the fund's long-term attribution.
Education
Bachelor's Degree in Finance
University of New South Wales (UNSW) - Sydney, Australia
Certifications
CFA
CFA institute
Skills
Finance
Financial Modeling, Fundamental Analysis, Accounting
Output Software
Microsoft Excel
Data & Analysis Software
Bloomberg, FactSet
Other
Equity, Finance, Stock Analysis, Microsoft Power BI, Financials, Corporate, Card Payments
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