Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Hobbies and Interests
Timeline
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Lin (Jolene) Zhong

Jersey City,NJ

Summary

Knowledgeable about financial markets with a focus on Emerging Markets Cross-Assets Strategy research. Published ~200 reports for the past 3 years. Skilled at quantitative modeling and qualitative investment ideas generation.

Overview

6
6
years of professional experience

Work History

Macro Research Associate

Goldman Sachs
10.2021 - Current
  • Develop strong client relationships by hosting regular client calls and internal Sales and Trading meetings, presenting macro and country-specific views across 25 EM markets, and providing valuable market insights that inform investment strategies
  • Monitor news and developments in Emerging Markets equities, conduct detailed data analysis for both tactical trade ideas and long-term investment strategies, and publish topical research reports independently featured in Bloomberg and various media platforms
  • Build analytics with Python, VBA and Excel to gather and manage information for modeling, and create frameworks and automation to enhance efficiency for weekly publications and economic models; Initiated and fully automated a new research product using VBA

Liquidity Risk Analyst

Goldman Sachs
07.2020 - 09.2021
  • Cooperated with global teams and enhanced data controls for 3700+ inputs to liquidity risk metrics, prepared registry of data demands and worked with data producers to document the provisioning of liquidity data from upstream sources via formal data contracts
  • Led the restructuring of the liquidity risk team's SharePoint through pitching proposal to and gathering feedbacks from the team's VPs, communicating results across teams and presenting to MD and all VPs to increase usage of SharePoint for more efficient collaboration
  • Wrote SQL query to automate the population of metrics to the limit's reporting framework and used Tableau to monitor limits status

Business Analysis Intern

DealCloud
06.2018 - 08.2018
  • Developed financial models and performed financial analysis, including valuations for software companies, conducted research on comparable SaaS companies, industries and products, worked with DealCloud's COO to optimize and refine the firm's future plans
  • Analyzed and compiled quantitative and qualitative data in spreadsheets, documents, slides, and other mediums, combined analysis and raw data into polished reports to be distributed to teams throughout DealCloud to facilitate internal and external communication

Education

Bachelor of Science - Double Concentration in Finance and Data Science

New York University, Leonard N. Stern School of Business
New York, NY
05.2020

Skills

  • C
  • Python
  • Bloomberg
  • FactSet
  • Haver Analytics
  • Thomson Reuters Eikon
  • VBA
  • Adobe Suite

Extracurricular Activities

MARKETING DIRECTOR 09/2017 to 05/2018

Ascend NYU, New York, NY

  • Organize the 2018 Ascend Business Conference with 200 student attendance, 12 industry leaders from prominent companies such as Barclays and Citi to discuss the implications of trends and policies reshaping our economy, and lead the banking panel agenda design
  • Launch promotional campaigns for 20+ events by using Ascend's network and social media and inviting leading companies in New York such as Goldman Sachs and the Big Four firms for panel discussion; resulted in 80% increase in attendance (from 13 to 100+)
  • Establish co-marketing partnerships with 10+ NYU clubs, receiving 5% of the entire university (2500 people) on mailing list


FOUNDER for SOCIAL IMPACT INITIATIVE 06/2017 to 08/2017

Stanford Silicon Valley Innovation Academy, Stanford, CA

  • Led team's efforts to solve household food waste by conducting 120+ interviews and surveys, and synthesizing market data
  • Selected among 80 students to build a startup from idea to product launch in Denmark by forming and collaborating with a team of 5
  • Developed a prototype with 3 features (reminder of food before expiration date, personal recipe organizers based on inventory, inventory tracking shopping lists and daily consumption), designed a business model and created a pitch deck for the final presentation
  • Pitched our idea to Silicon Valley entrepreneurs as a finalist in the final pitch competition (8 out of 80) and won the Best Idea Award

Hobbies and Interests

Novel Writing (Warriors Sequel - fan writing), Graphic Design, Piano (National Piano Grading Test Level 7), Drawing (Parsons Certificate Program), Singing (2 years in school chorus), Traveling (over 15 countries), Trying New Restaurants

Timeline

Macro Research Associate

Goldman Sachs
10.2021 - Current

Liquidity Risk Analyst

Goldman Sachs
07.2020 - 09.2021

Business Analysis Intern

DealCloud
06.2018 - 08.2018

Bachelor of Science - Double Concentration in Finance and Data Science

New York University, Leonard N. Stern School of Business
Lin (Jolene) Zhong