Sandy Chin, a New York City financial adviser, has a long history in the financial world. She began her career in 1999, as an analyst at Donaldson, Lufkin and Jenrette, a sell-side research company. Chin then spent the next ten years working for three different companies, working on the sell-side and the buy side. The three included working as an analyst for Bank of America, serving as Vice-President of Neuberger Berman, and becoming a Senior Analyst for Moore Capital Management. Chin went on to work as a Senior Analyst for SAC Capital and was a Portfolio Manager at Visium Asset Management. In 2014, Chin founded Tidal Bore Capital and serves as a Portfolio Manager.
Throughout her career, Chin has learned and developed strategies and habits that help her achieve maximum daily production. Chin says being able to synthesize information quickly is a skill that she has honed and utilized all through her twenty-year career. Always establishing and maintaining communication and relationships with her company’s management team has also played an important role in her success. Finally, having Chin’s ability to recognize patterns in stock movements is essential to providing financial advice. Spending time on strengthening these and other personal skills is a good strategy for young entrepreneurs who are just beginning.
Sandy Chin offers further advice and recommendations to financial entrepreneurs. First of all, she says it is important to build your own models, both quarterly and annually. Doing so helps build the necessary pattern recognition and confidence. Next Chin says that it is important to never turn down meetings from any company or analyst because you never know what the next big thing will be or who may bring it to you. As an added bonus, showing kindness, builds networks and strong relationships, often leading to unforeseen benefits later on.
Finally, Sandy Chin believes that to be truly successful, one must always be striving to be better. She advises to “always ask for more.” This includes not only salary and promotions as some might think, but to also always be looking for more work and more opportunities.