About
Wendi Zhao is Director of Investment and Portfolio Management at iGan Partners, where she handles finance and investment reporting, portfolio management, and valuation analysis, and also leads investor relations while supporting the deal team on due diligence and fund operations. Before iGan, she worked at Citco supervising an operations team that reconciled private equity client activity. She has passed Level I of the CFA Program and holds a Bachelor of Commerce from Dalhousie University.
Experience
- iGan PartnersInvestment & Portfolio Management Directorcurrent2026 — presentToronto, Ontario, Canada
- iGan PartnersFinance Manager2023 — 2026Toronto, Ontario, Canada
- iGan PartnersFinance and Investment Associate2022 — 2023Toronto, Ontario, Canada
- The Citco Group LimitedSupervisor2021 — 2022
- The Citco Group LimitedSenior Operations Analyst2018 — 2021Halifax, Canada Area
- The Citco Group LimitedOperation Analyst2017 — 2018Halifax, Canada Area
- ScotiabankCustomer Service Representative2016Halifax, Canada Area
Skills & more
Communication Skills1Attention to detailCommunication7Public Speaking7Highly Organized & Strong Analytical AbilitiesOutstanding time management skillsMicrosoft Office5Business CommunicationsAnalytical and problem-solving skillsData Analysis1Event Planning2Time Management2
+2 more
ResearchMicrosoft WordLanguages Chinese · English · French
- Women Venture Forward — Ivey Business School Executive Education
From Wendi's professional profile.
Colleagues at iGan Partners
Anita Nunes
HR Office Manager at iGan Partners
Billy Lai
Venture Partner at iGan Partners
David Ifergan
Associate at iGan Partners
Dr. Lorena Tora
Chief Medical Officer at iGan Partners
Hannah Maunder
Investor Relations and Communications Associate at SV Health Investors
Jennifer Reiss
Vice President at Essex Woodlands Healthcare Partners
Joel Finlayson
Venture Partner at iGan Partners
Sam Ifergan
Founder & Managing Partner at iGan Partners
Frequently asked questions
- Who is Wendi Zhao?
- Wendi Zhao is Director of Investment and Portfolio Management at iGan Partners, where she handles finance and investment reporting, portfolio management, and valuation analysis, and also leads investor relations while supporting the deal team on due diligence and fund operations. Before iGan, she worked at Citco supervising an operations team that reconciled private equity client activity. She has passed Level I of the CFA Program and holds a Bachelor of Commerce from Dalhousie University.
- Where does Wendi Zhao work?
- Wendi Zhao is Director, Investment and Portfolio Management at iGan Partners.
- Where did Wendi Zhao go to school?
- Wendi Zhao studied at Dalhousie University (Bachelor of Commerce - BCom, Finance, General); The High School Attached to Liaoning Normal University.
Same school
Also attended Dalhousie University64
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Shared employers
Also worked at iGan Partners8
Rohan MongaInvestment Associate at Luge CapitalSam IferganFounder & Managing Partner at iGan PartnersDavid IferganAssociate at iGan PartnersJoel FinlaysonVenture Partner at iGan PartnersHannah MaunderInvestor Relations and Communications Associate at SV Health InvestorsJennifer ReissVice President at Essex Woodlands Healthcare Partners
+ 2 more
Also worked at The Citco Group Limited43
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Also worked at Scotiabank117
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