Ellen Lin

Full Name	Ellen Lin
Career Status	Open to new opportunities
Job Title (most recent)	Director/Investment Manager Analyst
Industry	Finance/Banking
Career level	Executive (SVP, VP Dept. Head, etc.)

Job Title	Director / Analyst of Manager Research
Company Name	Rockefeller & Company
Location	New York
Start Date	2004
End Date	2009
Summary	Independently conducted due diligence on more than 130 traditional investment managers across asset classes, through a process of screening and analysis, interviewing and in-depth evaluation. Regularly issued research reports to recommend manager hiring and retention. Proactively looked for innovative strategies and developed them into adaptable investment tools. Participated in portfolio construction or reconstruction for clients across various risk profiles. Assisted the marketing group in exploring potential areas for market share expansion.

Job Title	Senior Investment Analyst
Company Name	1199 Healthcare Employees Pension & Benefit Funds
Location	New York
Start Date	2002
End Date	2004
Summary	Established investment policy and asset allocation strategies. Independently conducted due diligence on and ongoing oversight of traditional and real estate managers. Developed investment guidelines, structured and restructured portfolios. Formulated monthly performance reviews for investment committee meetings.

Job Title	Financial Analyst
Company Name	General Motors Asset Management
Location	New York
Start Date	1997
End Date	2002
Summary	Worked hand-in-hand with portfolio managers in managing internal portfolios and risk controls. Conducted due diligence on external managers and monitored their ongoing performance and attributions. Formulated and presented quarterly performance review for Investment Committee meetings. Played a pivotal role in setting up in-house portfolio capacities to jump-start core bond, high yield and convertible strategies. Effectively modified a quanti

Job Title	ADR Account Manager
Company Name	The Bank of New York
Location	New York
Start Date	1994
End Date	1997
Summary	Responsible for clients in the Greater China region and facilitated their access to capital markets. Acted as a focal point for listed companies, investment banks, stock exchanges and authorities.

Education	Columbia Graduate School of Business, 2000 – 2002, New York: Master of Business Administration Guangzhou Institute of Foreign Studies, Guangzhou, China: B.A. in Japanese Studies
Designations	Proficient in MS Office, FactSet, Morningstar, Style Advisor and Bloomberg; CFA Level II candidate
Languages	Fluent in Chinese Mandarin, Cantonese and conversational Japanese; U.S. Citizen