Allison Ting Zhou, Ph.D. Cfa, Frm Email & Phone Number

Cincinnati, Ohio, Us

San Francisco, California, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

California, California , Us

Caspian is a JV between TORA and Kenetic, and provides institutional grade front-to-back solutions for cryptocurrency trading and portfolio management. * Validated various cryptocurrency products on Caspian platform, including spot, derivatives, wallets and wires. * Introduced Caspian solution to prospects and investors via product demos and roadshows. * Implemented clients on the platform and managed the solution roll-out and on-going relation.

London, Gb

TORA is Asia's leading SaaS financial software provider to buy-side alternative asset managers. * Coordinated a cross-functional team of software engineers, sales, product managers, professional services and support, bringing leadership and direction, delivering company's flagship portfolio and post-trade management solutions with strategic vision and increasing overall quality for clients. * Conducted periodic client visit meetings to gather user experience feedback. Combining the direct user feedback with industry research reports and conference insights, designed and prioritized future product features. * Consulted and implemented portfolio and operation management solutions for clients ranging from start-up hedge funds to multi-billion dollar fund managers. Personally responsible for the whole process of sales pitch and demo, workflow analysis and requirement gathering, onboarding and product roll-out, acceptance testing and project sign-off. * Teamed up with sales in roadshows and presentations in initiating and maintaining the relationship with prime brokerage houses, fund administrators, other vendors and service providers in pursuit of business collaboration opportunities.

London, Gb

* Led the commercial launch of the company's portfolio management system.* Initiated and led a new product solving the post-trade re-allocation and revision reporting issues in a fully automated way. Consolidated functionalities across products while saving costs. * Built simulation mock-ups for complex portfolio modeling problems like rebalancing, wrote detailed concept documents and PRDs covering conceivable corner cases, increasing communication efficiency between product and engineering teams. * Designed templates and workflows for QA testing suites using automated regression tools. * Created and led the internal training seminars to spread product knowledge to various stakeholders from professional services, sales to support.

Los Angeles, California, Us

Evolution is an alternative asset manager focused on pan-Asia markets. * Joined Evolution at inception and built Evolution's operation workflow, team and a proprietary middle-to-back office system in support of global multi-asset class trading strategies. Instrumental in enterprise infrastructure carrying Evolution's rapid growth from a startup hedge fund to $1Bil+ in <5y. * Personally coded Evolution's first middle-to-back office system using Microsoft Access. As the business grew, led a team of engineers in recreating and iterating the proprietary system two more rounds using Java and Sybase database. * Created and maintained operation processes from single custodian to multi-accounts, SMAs, multi-prime and multi-currency with products ranging from plain vanilla to complex structured deals. * Implemented the process and trained staff in handling fund operational tasks like trade processing & settlement, P&L calculation and reconciliation against custodians, performance tracking and attribution analysis, fund accounting, investor reporting, as well as onboarding new custodians and SMAs.* Developed and maintained Evolution's portfolio risk metrics, including value at risk (VaR), liquidity analysis, exposure analysis, stress testing, scenario analysis, etc. with daily risk reports highly recognized by investor due diligence checks. * Led the firm-wide implementation of the Sungard's FRONT AREA portfolio system over Citrix platform, enabling real-time portfolio and risk monitoring across five offices and 10+ trading desks around the globe (Asia/Europe/US).

TVA Fund is Evolution's SMA focused on Greater China investment * Applied top-down analysis to research economic trends, sectors and individual company growth prospects in the Greater China Area in making investment decisions. * Established the operations system and procedures, and trained staff in handling day-to-day middle to back office tasks.

Data Science Immersive

Ph.D, Economics

M.A., Economics

B.A., International Economics