Dorothy Zhou
Senior Analyst at Economics Partners - A Ryan Company- Claim this Profile
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English Full professional proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Tyler Yeh
I've had the pleasure of working under Dorothy over the past year - Her attention to detail, work ethic, and drive for excellence consistently motivated our team to match her commitment to outstanding work. Dorothy's leadership abilities became clear to me immediately after I began onboarding on her team. Her tutorials and content breakdowns were the main reason I was brought up to speed so quickly - I was always thankful for her honest feedback and ability to challenge me in creative situations. Dorothy was a major contributor to my development within the firm and could not have been more grateful to have worked with her on the Data Team!
Ashley Schulzetenberg
Dorothy is a hardworking team member who led a Salesforce Data team tracker integration of data requests which improved workflows and trained the team. While being a working supervisor, Dorothy led/trained on several complex deliverables and was involved in Diversity, Equity and Inclusion efforts of the firm. While Dorothy was new to supervising on our team, she had frequent check-in meetings with her direct reports to ensure each employee was on track with their deliverables, answered questions and provided guidance. She developed skills to provide constructive feedback, clear/direct communication, and learned to be a more confident decision maker. Dorothy is innovative, a team player who is extremely efficient, an excellent communicator, and takes initiative with a high quality of work. It has been a pleasure to work with Dorothy and she is an asset to any organization!
Tyler Yeh
I've had the pleasure of working under Dorothy over the past year - Her attention to detail, work ethic, and drive for excellence consistently motivated our team to match her commitment to outstanding work. Dorothy's leadership abilities became clear to me immediately after I began onboarding on her team. Her tutorials and content breakdowns were the main reason I was brought up to speed so quickly - I was always thankful for her honest feedback and ability to challenge me in creative situations. Dorothy was a major contributor to my development within the firm and could not have been more grateful to have worked with her on the Data Team!
Ashley Schulzetenberg
Dorothy is a hardworking team member who led a Salesforce Data team tracker integration of data requests which improved workflows and trained the team. While being a working supervisor, Dorothy led/trained on several complex deliverables and was involved in Diversity, Equity and Inclusion efforts of the firm. While Dorothy was new to supervising on our team, she had frequent check-in meetings with her direct reports to ensure each employee was on track with their deliverables, answered questions and provided guidance. She developed skills to provide constructive feedback, clear/direct communication, and learned to be a more confident decision maker. Dorothy is innovative, a team player who is extremely efficient, an excellent communicator, and takes initiative with a high quality of work. It has been a pleasure to work with Dorothy and she is an asset to any organization!
Tyler Yeh
I've had the pleasure of working under Dorothy over the past year - Her attention to detail, work ethic, and drive for excellence consistently motivated our team to match her commitment to outstanding work. Dorothy's leadership abilities became clear to me immediately after I began onboarding on her team. Her tutorials and content breakdowns were the main reason I was brought up to speed so quickly - I was always thankful for her honest feedback and ability to challenge me in creative situations. Dorothy was a major contributor to my development within the firm and could not have been more grateful to have worked with her on the Data Team!
Ashley Schulzetenberg
Dorothy is a hardworking team member who led a Salesforce Data team tracker integration of data requests which improved workflows and trained the team. While being a working supervisor, Dorothy led/trained on several complex deliverables and was involved in Diversity, Equity and Inclusion efforts of the firm. While Dorothy was new to supervising on our team, she had frequent check-in meetings with her direct reports to ensure each employee was on track with their deliverables, answered questions and provided guidance. She developed skills to provide constructive feedback, clear/direct communication, and learned to be a more confident decision maker. Dorothy is innovative, a team player who is extremely efficient, an excellent communicator, and takes initiative with a high quality of work. It has been a pleasure to work with Dorothy and she is an asset to any organization!
Tyler Yeh
I've had the pleasure of working under Dorothy over the past year - Her attention to detail, work ethic, and drive for excellence consistently motivated our team to match her commitment to outstanding work. Dorothy's leadership abilities became clear to me immediately after I began onboarding on her team. Her tutorials and content breakdowns were the main reason I was brought up to speed so quickly - I was always thankful for her honest feedback and ability to challenge me in creative situations. Dorothy was a major contributor to my development within the firm and could not have been more grateful to have worked with her on the Data Team!
Ashley Schulzetenberg
Dorothy is a hardworking team member who led a Salesforce Data team tracker integration of data requests which improved workflows and trained the team. While being a working supervisor, Dorothy led/trained on several complex deliverables and was involved in Diversity, Equity and Inclusion efforts of the firm. While Dorothy was new to supervising on our team, she had frequent check-in meetings with her direct reports to ensure each employee was on track with their deliverables, answered questions and provided guidance. She developed skills to provide constructive feedback, clear/direct communication, and learned to be a more confident decision maker. Dorothy is innovative, a team player who is extremely efficient, an excellent communicator, and takes initiative with a high quality of work. It has been a pleasure to work with Dorothy and she is an asset to any organization!
Credentials
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Passed CFA Level I
CFA InstituteDec, 2019- Sep, 2024 -
Bloomberg Market Concepts (BMC)
Bloomberg LPMar, 2017- Sep, 2024
Experience
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Economics Partners - A Ryan Company
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United States
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Business Consulting and Services
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1 - 100 Employee
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Senior Analyst
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Jan 2023 - Present
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Valuation Analyst
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Jun 2022 - Dec 2022
Perform highly technical analyses in the valuing of business enterprises and their securities.
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Parametric
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Technology, Information and Internet
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1 - 100 Employee
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Supervisor, Investment Proposals - Data Analytics
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Aug 2020 - May 2022
- All of Data Analyst responsibilities described below, plus:- Served as the main contact for any quantitative data requests across the custom SMA solutions and Systematic Alpha strategies- Demonstrated specialized knowledge of the firm’s existing products and expand knowledge of any new offerings- Guided the development and maintenance of Data Repository for the firm’s flagship products- Ownership and ongoing maintenance of consultant databases to ensure data accuracy of 500+ product profiles- Leveraged eVestment to support peer analysis and product ranking for product management- Implemented Salesforce as request tracking framework and facilitated workload distribution- Developed strong relationships with internal subject matter experts including Marketing, Finance, Sales, Investment strategists, HR, Compliance, Legal, etc. to promote collaboration across teams- Maintained inter-department relations by ensuring commitments to other teams are met in a timely manner- Handled complex escalation items and negotiated interdepartmental processes- Managed the professional development and progression of team members- Actively participated in the firm’s various DEI initiatives such as Brand Ambassador, Mosaic Multicultural ENG, Women’s Mentoring Circle, etc. Show less
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Data Analyst
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Dec 2018 - Jul 2020
- Compiled monthly, quarterly, and annual data for: consultant databases (e.g. Morningstar, eVestment, Callan), RFPs/RFIs/DDQs, product factsheets, marketing materials, etc.- Provided ad hoc analyses and support for Institutional Sales and Wealth Management departments- Specialized in strategy-level data reporting including AUM, holdings, characteristics, personnel stats, etc.- Utilized FactSet and internal data systems to produce index/benchmark analyses and performance attributions- Led the transition and developed the newly acquired fixed income reporting responsibility- Completed projects with limited direction. Took initiatives and documented tangible process improvements Show less
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Westminster College
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United Kingdom
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IT Services and IT Consulting
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Accounting, Finance and Economics Tutor
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Aug 2015 - Dec 2018
- Recommended by professors of Accounting, Finance and Economics departments to assist students with college-level coursework
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Office Assistant at Student Health Services
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Jan 2016 - Jun 2016
- Reported directly to the SHS director, greeted patients, answered phones and emails, scheduled appointments, and managed invoice data
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Russell Investments
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United States
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Financial Services
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700 & Above Employee
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Intern, Fund Administration
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Jun 2018 - Aug 2018
- Constructed complex Excel worksheets to automate the reconciliation of N-PORT filing - Used Confluence software to prepare shareholder reports of the company’s mutual funds - Wrote pre- and post-cycle implementation manuals to document project procedures - Investigated fund expenses and prepared fund budgets and accruals - Constructed complex Excel worksheets to automate the reconciliation of N-PORT filing - Used Confluence software to prepare shareholder reports of the company’s mutual funds - Wrote pre- and post-cycle implementation manuals to document project procedures - Investigated fund expenses and prepared fund budgets and accruals
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University Valuation Group
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Higher Education
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1 - 100 Employee
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Associate
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Jan 2018 - May 2018
A student-led financial and valuation consultancy. A student-led financial and valuation consultancy.
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Tax Accountant (Pro-Unlimited as Payroll Employer)
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Jan 2017 - May 2018
- Prepared and filed tax returns for the firm's underlying entities of various types via CorpTax - Implemented complicated calculations and adjustments on required tax documents - Communicated with state treasury departments for notices and other tax-related issues - Prepared and filed tax returns for the firm's underlying entities of various types via CorpTax - Implemented complicated calculations and adjustments on required tax documents - Communicated with state treasury departments for notices and other tax-related issues
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Research Assistant
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May 2017 - Jun 2017
The Power of Multiples Project explores the use of Enterprise and Equity valuation multiples as comparative, predictive, and interpretive tools for analysts, investors, and financiers. This project seeks to shed light on the use of valuation multiples and their ability to inform market inferred rates of growth for each of the subject firms and changes in these rates between 2015 and 2016. Led by Richard Haskell, PhD, the project includes an analysis of those firms in the DOW Industrials (30) and S&P 100 as of year-end 2015 and 2016 performed by student researchers at Westminster College’s Bill and Vieve Gore School of Business in May 2017. Show less
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Mandarin Matrix
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Hong Kong
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E-Learning Providers
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1 - 100 Employee
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Account Executive
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Feb 2016 - Aug 2016
- Reported to the company headquarters in Hong Kong while working independently in Utah - Visited and collected feedback from users of Utah Dual Language Immersion Program schools on a regular basis - Provided system support to teachers, students and parents who use the Online Classroom application - Reported to the company headquarters in Hong Kong while working independently in Utah - Visited and collected feedback from users of Utah Dual Language Immersion Program schools on a regular basis - Provided system support to teachers, students and parents who use the Online Classroom application
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Project Manager
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Oct 2015 - Feb 2016
- Wrote profiles for international companies and translated files in multiple languages - Planned educational trips for leaders of Fortune 500 companies and groups - Wrote profiles for international companies and translated files in multiple languages - Planned educational trips for leaders of Fortune 500 companies and groups
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Education
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2015 - 2018
Westminster College
Bachelor of Science (B.S.), Finance and Accounting -
2020 - 2020
University of Washington
Certificate, Data Analytics
Community
