Ronald Zhu

Ronald Zhu

Director of Custom Index Operations @S&P Global

New York, NY, US
EMAILS
r••••••••@spglobal.com
MOBILE NUMBERS
+16•••••••38

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WORK HISTORY

Apr 2020 — Present

Director of Custom Index Operations @S&P Global

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New York, NY, US

Own day-to-day operations and product roadmap execution for 3 global offices managing hundreds of custom equity indices across asset managers, ETF providers, and institutional clients.Led Agile transformation of index launch and maintenance workflows, reducing time-to-market for new product launches from 5 days to 2.Partnered with product managers, engineering teams, and client coverage to align index offerings with evolving client needs including benchmark modeling, portfolio analytics, and automated QA.Championed the migration of legacy spreadsheet models to Python-based systems (i6), improving transparency, scale, and efficiency.Designed and standardized index rebalance templates and custom corporate action modules for automation and quality control.Spearheaded the formation and co-chaired the Custom Index Committee, ensuring methodology governance and operational scalability.Oversaw full lifecycle index workflows: index design consultation, entitlement logic, data modeling, rebalances, EOD calculations, and quality assurance checks.Managed hiring and mentoring of talent with coding skills to support automation initiatives, significantly increasing team capacity while reducing headcount.

EDUCATION

2001 — 2005

State University at Stony Brook

Bachelor of Art, Economics

2001 — 2005

Stony Brook University

BA, economics

SKILLS

Equity ResearchMicrosoft OfficeCorporate ActionsManagementPortfolio ManagementMicrosoft WordTeam LeadershipEmerging MarketsMarket DataMicrosoft ExcelData AnalysisLotus NotesBloombergEquity DerivativesBloomberg Terminal

ABOUT RONALD ZHU

Product-focused index leader with over 15 years of experience in equity indexing, custom basket analytics, and corporate actions. Proven track record of managing complex index data workflows, building global operations teams, and delivering scalable solutions aligned with client strategies and institutional goals. Adept at driving Agile product development, cross-functional collaboration, and modernization efforts across index analytics, entitlement systems, and platform infrastructure.

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