Ling Na Zhang
Brooklyn,NY
Summary
Investment Performance Associate with a proven track record at First Eagle Investments, excelling in performance reporting and data integrity. Skilled in FactSet analytics and team collaboration, I drive process improvements and deliver insightful portfolio analyses, ensuring compliance and enhancing stakeholder engagement. Passionate about transforming complex data into actionable insights.
Overview
5
5
years of professional experience
Work History
Investment Performance Associate
First Eagle Investments
New York, USA
02.2025 - Current
- Collaborate with cross-functional teams (Portfolio Managers, Sales, Compliance, Marketing) to deliver timely performance reporting, attribution analysis, and custom client reports while maintaining data accuracy and integrity in Geneva, Factset, and Morningstar.
- Serve as a key resource for internal and external stakeholders, providing portfolio analyses (e.g., trading, risk, turnover, dispersion) and simplifying complex performance concepts for broader audiences.
- Ensure adherence to GIPS standards, support annual verification and client due diligence requests (RFPs, RFIs, DDQs), and act as the subject matter expert for FactSet data and analytics.
Investment Operations Analyst
Prudential Financial - Investment Management
Newark, USA
04.2022 - 02.2024
- Analyzed investment and AUM reports across daily, monthly, quarterly, and annual cycles, offering insights into $1.35 trillion portfolio.
- Monitored compliance and risk exposure by reviewing policy limits and investigating exceptions to support regulatory reporting.
- Maintained data integrity through reconciliation and discrepancy analysis, coordinating with asset managers for accurate AUM data.
Data Administrator
Ideon
New York, USA
07.2021 - 12.2021
- Researched and extracted 1,000+ health insurance documents from indirect sources and carrier websites, translating complex data into standardized internal language to create clear, actionable Jira tickets for the Processing Team.
- Collaborated cross-functionally to develop and implement acquisition strategies that exceeded company goals, leveraging issuer data analysis and Excel to improve efficiency.
- Maintained and updated Confluence documentation, while addressing customer inquiries to support internal operations and enhance user experience.
Education
Bachelor of Arts - Business Administration
University of Rochester
Rochester, NY05-2021
Skills
- Microsoft Office Suite
- Jira and Confluence
- Bloomberg and FactSet
- Outlook and Geneva
- Morningstar Direct
- Process improvement
- Team collaboration
- Data analysis and collection
- Performance reporting
- Attribution analysis
- Regulatory reporting
- Portfolio management
Timeline
Investment Performance Associate
First Eagle Investments
02.2025 - Current
Investment Operations Analyst
Prudential Financial - Investment Management
04.2022 - 02.2024
Data Administrator
Ideon
07.2021 - 12.2021
Bachelor of Arts - Business Administration
University of Rochester