Autumn Zhong

Autumn Zhong, CFA, has a strong background in financial analysis and research. Autumn started their career as an Investment Banking Analyst at Morgan Stanley in 2013. Autumn then moved on to Granite Point Capital, where they worked as an Equity Research Associate from September 2016 to March 2018, and later as a Long/Short Equity Analyst from March 2018 to November 2020. During their time at Granite Point Capital, they led research coverage in the U.S. Consumer Discretionary, Consumer Tech, and E sectors.

Since 2021, Autumn has been working at Loomis, Sayles & Company as a Research Analyst and later a VP, Senior Research Analyst. In their role, they initiated coverage of 15 companies in the U.S. Consumer Discretionary and Staples sectors, focusing on identifying the critical variables that drive company earnings. Autumn also participated in meetings with management teams, sell-side analysts, and industry experts to stay informed about industry trends. Autumn constructed proprietary models and maintained intrinsic value estimates for covered companies. Autumn applied a bottom-up fundamental investment process, supplemented by technical analysis insights, to generate strong alpha.

Overall, Autumn Zhong, CFA, has a diverse work experience in financial research and analysis, with expertise in various sectors, including software, consumer discretionary, consumer tech, and more.

Autumn Zhong, CFA, has a comprehensive education history that spans multiple fields. Autumn began their academic journey in 2009 at the University of Wisconsin-Madison, where they pursued a Bachelor of Arts degree in Psychology and Economics. This educational endeavor lasted until 2014, equipping their with a solid foundation in both disciplines.

Building upon this foundation, Autumn Zhong went on to pursue a Master of Science degree in Financial Economics at Boston University. Autumn attended this institution between 2014 and 2016, deepening their understanding of economics within the context of financial markets.

Recently, in 2021, Autumn Zhong expanded their educational repertoire by attending Coding Temple. At this institution, they focused their studies on Software Engineering and Data Science, broadening their skill set to include the technical aspects of these fields.

In addition to their formal education, Autumn Zhong has also obtained noteworthy certifications. Notably, they earned their Chartered Financial Analyst (CFA) designation from the CFA Institute in December 2020. This certification demonstrates their expertise in investment management and financial analysis. Likewise, they gained the title of SAS Certified Advanced Programmer for SAS 9 from SAS in September 2015, solidifying their proficiency in the SAS programming language.

Overall, Autumn Zhong's extensive education history and impressive certifications reflect their commitment to continuous learning and professional growth within the fields of economics, finance, software engineering, and data science.