Jie Zhu

Activist
DISC Type : Cd

Head of ALM R&D (Engineering) at Brighthouse Financial

Morristown, New Jersey, United States

Overview

Jie Zhu is the Head of ALM R&D (Engineering) at Brighthouse Financial, specializing as a derivatives strategist and risk manager. A graduate of New York University, he has deep experience in quantitative analysis and building financial models. Colleagues describe him as a talented quantitative developer with superb analytical and programming abilities.

He demonstrates a strong interest in advanced technology and continuous learning, having completed certifications in Neural Networks and Deep Learning. Jie is also an advocate for remote work, actively recruiting talent from across the United States for his team.

He is a recipient of the MetLife Alpha Award for his work on a project involving derivatives hedges.

Personality Overview

Observative

Perfectionist

Value Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Derivatives Modeling
His current role involves responsibility for all derivatives modeling, including exotic derivatives, at Brighthouse Financial.
Quantitative Analysis
His career is centered on quantitative analysis, with previous roles as a desk quant and head of derivatives analytics.
ALM Strategy
As the Head of Asset Liability Management (ALM) R&D, he develops models and strategies for various business initiatives.

Media Appearances

Jie has no verified media appearances

Work History

6-2019
Head of ALM R&D (Engineering) at Brighthouse Financial
5-2014 - 6-2019
Head of Derivatives Analytics, Derivatives Trading Desk at MetLife
3-2013 - 5-2014
Director OTC Pricing & Valuation at CME Group
6-2009 - 3-2013
Director of Financial Engineering - Interest Rates, Inflation, Cross Currency at NumeriX
1-2008 - 10-2008
Desk Quant - Interest Rate / FX Volatility Desk at Platinum Grove Asset Management

Education

2006 - 2008
Master of Science - MS from New York University
2000 - 2003
Master of Science - MS from Shanghai Jiao Tong University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Morristown, New Jersey, United States Job Level : Mid-senior Designation : Head of ALM R&D (Engineering) at Brighthouse Financial
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Insights For Selling To Jie

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Jie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Jie move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jie take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Jie

Personality Compatibility


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