Jane Zheng
DATA MINING RESEARCH ANALYST at Family Office Networks- Claim this Profile
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Chinese Native or bilingual proficiency
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English -
Topline Score
Bio
Credentials
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SAS Certified Advanced Programmer for SAS 9
SASDec, 2017- Nov, 2024 -
SAS Certified Base Programmer for SAS 9
SASDec, 2017- Nov, 2024
Experience
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Family Office Networks
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United States
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Financial Services
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1 - 100 Employee
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DATA MINING RESEARCH ANALYST
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Oct 2018 - Present
Proficient at mapping the market research for the financial industry to identify new innovative companies, services, methodologies and alternative data which high net worth investors and family offices can leverage to identify new opportunities, uncover emerging areas of growth and support investment decisions. Adept at running summary statistics and cross-tabulations of microdata or produce graphics and maps, on demand. Experienced in executing on projects, which involve data collection of ‘hard to get’ and niche populations such c-suit executives, managers in specific professional verticals. Highly skilled analyzing, mining and interpreting syndicated and custom data and determine the “why” of the results. CAREER HIGHLIGHTS: • Identified appropriate high net worth (HNW) or ultra-high net worth (UHNW) target investors for family office clients • Gathered and processed raw data (including writing scripts, Python web scraping, calling APIs, write SQL queries, etc.) • Assisted in email marketing campaigns, including boosting subscriber engagement and attracting new subscribers by developing effective strategies, verifying the authenticity of emails and validating delivery rate, open rate and click rate • Continued tracing reading volume of FON's weekly newsletters and uncovered that world's leading investment firms are the largest readership • Conducted comparative research on the features and costs of 10+ data vendors and pitched the recommended vendors to the CEO • Performed qualitative and quantitative analysis on business insights of global family office reports and world ultra-wealth reports • Created and managed SQL database and doubled the amount of data by integrating data from desperate data sources such of Bloomberg, Crunchbase, Preqin and WealthEngine Show less
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TIGRESS FINANCIAL PARTNERS
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United States
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Financial Services
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1 - 100 Employee
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DATA ANALYST IN RISK MANAGEMENT | EQUITY RESEARCH ANALYST
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May 2018 - Jul 2018
DATA ANALYST IN RISK MANAGEMENT: Adept at researching and developing the steps to test or monitor compliance with applicable policies/ procedures. Accomplished at completing assigned testing activities in accordance with established timelines and high standards of quality. Capable of assisting in identifying potential control weaknesses and making recommendations to strengthen. CAREER HIGHLIGHTS: • Analyzed exception-based monitoring reports for potential sales practice issues and ensure compliance with regulatory policies • Assisted in prioritizing and completing validation activities and maintaining the model risk governance processes in Matlab • Maintained statistics, identified patterns in Python and contribute to management reports for escalation of sales practice issues EQUITY RESEARCH ANALYST: Proficient at conducting valuation analysis within an industry, sector or asset class. Capable of converting industry knowledge into investment opinions. Skilled at building and maintaining financial model to evaluate historical information and generate projections. CAREER HIGHLIGHTS: • Used a multi factor test to validate the alpha drivers of companies in all 11 sectors of the S&P 500 • Conducted quantitative and qualitative analysis of public companies based on EVA methodology • Leveraged the firm’s propriety EVA model incorporating over 400 proprietary data points and key performance indicators (KPIs), measuring current and forecasted economic profit, value, growth rates and trends • Assisted in publishing research on public companies, including Snapchat, Nordstrom’s and NCL by listening to 2018 Q2 earnings calls, analyzing data from Bloomberg, FactSet and creating daily market overview by tracking global market news and intraday stock trends • Conceptualize and integrate technical, fundamental, and trading information into daily trading notes for clients and colleagues Show less
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Xiangcai Sec.
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China
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Investment Banking
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1 - 100 Employee
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FIXED INCOME RESEARCH ANALYST
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Jul 2016 - Sep 2016
Proficient at industry data collection & trend analysis, financial statement analysis, financial modeling & forecasting, assessment of business and financial strategy, and monitoring market movements through daily meetings with portfolio managers, economists, and strategists. Strong quantitative, analytical and problem solving skills. Detail oriented and ability to synthesis data and make deductive decisions. Focused with an ability to multi-task in a dynamic work environment. CAREER HIGHLIGHTS: • Analyzed financials in order to determine an internal credit rating for prospective purchases and currently held securities • Performed fundamental and relative value credit research on high yield and investment grade corporate credits across various industries including, but not limited to, insurance, retail, industrials and REITs Show less
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Education
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2017 - 2018
Columbia University in the City of New York
Master of Arts in Statistics, 3.63 -
2013 - 2017
Northeastern University (CN)
Bachelor of Engineering in Automation, 3.91 -
2016 - 2016
University of California, Berkeley
International/Global Studies
Community
