Shan is an Associate in the Investment Research team. Her role includes operational due diligence (ODD) and investment due diligence (IDD) of alternative investment funds, including hedge funds, private equity funds and fund of hedge funds, as well as other tax efficient investments, e.g. venture capital trusts (VCTs). She is responsible for developing an in-house analytical diversified growth funds (DGFs) database and performing peer group performance analysis on the funds. She is also involved in the quantitative ranking stage and due diligence review in manager selection projects for local authorities and corporate pension schemes.
Prior joining Allenbridge, she worked as an associate accountant at Siemens in China. Shan has an MSc in Mathematical Trading and Finance from the Cass Business School. She graduated from the University of Bristol with a BSc in Mathematics with Statistic. Shan also holds the EIS Diploma, sponsored by the Enterprise Investment Scheme Association.