Niki Lin Email & Phone Number

Greater New York City Area

Bologna Area, Italy

Conducted market research for an Italian spirit brand and product launch in China.Provided detailed research on local consumer demands and competitive landscape (language skills and cultural awareness enabled more through evaluation).Observed and analyzed social, economic and political trends impacting foreign businesses.Recommended an overall strategy to launch a new product in China.Explored innovative and non-traditional marketing channels including digital and social media.Presented market research results and strategy to senior management.

New York, New York

Oversee the day to day operations of a retail wine store. Maintained store inventory and purchasing of wines.Direct customer interaction providing wine recommendations with a focus on customer satisfaction.Attended all major wine trade show events.Provided client services at corporate wine tasting events.

Participated in one of the biggest funds launched, GS Capital Partners V, L.P., a $7.5 billion fund managed by the Principal Investment Area.Coordinated various investor relations’ functions for approximately one hundred private equity funds. Developed and strengthened client relationships. Provided client services and communications to investors’ inquiries regarding their fund activities.Performed trend analysis for investor and fund information.Reconciled and investigated variance with Fund Accounting, Cash Management, and IT department.Liaised with Investment Accounting group and Product groups on fund activities, fund terms, communications, capital calls, distributions, semi-annual reports, financials, and net asset valuations.Managed capital calls funding and fund distribution.Analyzed data including reconciliation and reporting on investor level data. Reviewed and validated investors’ profile for qualification of accredited investor requirement.Organized and distributed fund offering materials to international investors according to securities laws compliance requirement.Coordinated with Information Technology group to develop and maintain content of the fund offering Website.Liaised with Information Technology group to maintain data and applications; developed user specification for system projects and initiatives.Performed user acceptance test prior fund activities are released to investors on the website.Coordinated with tax department for preparation of tax packages and tax reporting. Drafted investor correspondence pertaining to their fund investments.

Greater New York City Area

Maintained hard dollar accounts for hedge fund clients in Global Clearance Service Business Unit.Interacted significantly with other departments for variance analysis.Consolidated and maintained hedge fund accounts database.Compiled data to create detailed statements for client distribution.Analyzed and reconciled various monthly schedules for management distribution.

Participated in consolidation and analysis of monthly, quarterly and annual financial reports.Implemented systems procedures and prepared proper documentation.Interacted significantly with field units for variance investigations.Prepared government reports required by US Department of Commerce and Federal Trade Commission.Created reconciliation schedules to improve internal cost allocation analysis.

Mba, Food And Wine

Bs, Accounting And Finance