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Benson Chen Email & Phone Number

Portfolio Management | Fixed Income Analysis | Multi-Asset Balanced Strategy- Asset Management| Macroeconomic Research | Investment Analysis | Investment Grade & High Yield at Conning
Location: Hong Kong, Hong Kong SAR, Hong Kong 4 work roles 3 schools
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Role
Portfolio Management | Fixed Income Analysis | Multi-Asset Balanced Strategy- Asset Management| Macroeconomic Research | Investment Analysis | Investment Grade & High Yield
Location
Hong Kong, Hong Kong SAR, Hong Kong
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Who is Benson Chen? Overview

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Benson Chen is listed as Portfolio Management | Fixed Income Analysis | Multi-Asset Balanced Strategy- Asset Management| Macroeconomic Research | Investment Analysis | Investment Grade & High Yield at Conning, a company with 347 employees, based in Hong Kong, Hong Kong SAR, Hong Kong. AeroLeads shows a matched LinkedIn profile for Benson Chen.

Benson Chen previously worked as Fixed Income Analyst at Conning and Portfolio Manager at Cathay Life Insurance Co., Ltd.. Benson Chen holds Master'S Degree, Finance from National Sun Yat-Sen University.

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Conning

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Profile bio

About Benson Chen

At Conning, our team manages multi-asset balanced strategies, specializing in global investment grade and high-yield credit instruments. My role as a Senior Fixed Income Analyst involves formulating portfolio strategies in collaboration with portfolio managers and providing in-depth credit research reports. We engage in tactical trading ideas and participate in IPO deals, leveraging my background as a Portfolio Manager in Cathay Life Insurance.Previously leading a portfolio at Cathay Life Insurance, we managed assets exceeding $12 billion, focusing on high-value sectors like Banking, Railroads, and Air leases. My expertise lies in adjusting portfolio beta, duration, and credit quality to achieve capital gains, supported by my investment management skills and a deep understanding of credit markets.

Listed skills include Financial Analysis, Financial Modeling, Investments, Valuation, and 8 others.

Current workplace

Benson Chen's current company

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Conning
Conning
Portfolio Management | Fixed Income Analysis | Multi-Asset Balanced Strategy- Asset Management| Macroeconomic Research | Investment Analysis | Investment Grade & High Yield
hartford, connecticut, united states
Website
Employees
347
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4 roles

Benson Chen work experience

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Fixed Income Analyst

Current

Hong Kong SAR

  • Multi-Asset Balanced Strategy- Asset Management
  • Coverage across Global IG/HY credit instruments
  • Engage closely with portfolio managers, communicating critical credit views and formulate portfolio strategies.
  • Provide written credit research reports including proprietary fundamental ratings and investment recommendations on bond issuers.
Dec 2023 - Present

Portfolio Manager

Current
  • Managing DM credit portfolio of $2bn+ market value, focus on US Railroads、Air lease、Japan Banks、Canada Banks
  • Performing sector allocation strategy, Adjusting portfolio beta / duration /credit quality, delivering capital gain
  • Comments on major companies and sector events, rating actions, and proposed buy/sell strategy
  • Participate in IPO deals within coverage
  • Evaluating Formosa bonds deals, analyzing relative values and proposing allocation recommendationsProposing tactical trading idea within coverage sectors
  • Advised on re-open theme issuersManaging Formosa credit ETFs portfolio of $10bn+ market value, including 30+ of sector / rating specific ETFs
Oct 2018 - Present

Fixed Income Analyst

Taipei City, Taiwan

  • Coverage 20+ issuers within US Utility and Transportation sector
  • Built fundamental analysis scored cards and Performed relative value assessments within sector
  • Regularly published research reports, including earnings comment, sector monthly and quarterly review
  • Published comments on major companies and sector events, rating actions, and advised on sector fundamental views
  • Participating conference call with rating agencies, overseas analysts
Sep 2017 - Oct 2018

Research Associate

Chinalife Insurance Co.

Taipei City, Taiwan

  • Coverage 20+ issuers within US Utility and Transportation sector
  • Built fundamental analysis scored cards and Performed relative value assessments within sector
  • Regularly published research reports, including earnings comment, sector monthly and quarterly review
  • Published comments on major companies and sector events, rating actions, and advised on sector fundamental views
Jul 2015 - Aug 2017
Team & coworkers

Colleagues at Conning

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3 education records

Benson Chen education

Master'S Degree, Finance

Activities and Societies: • Thesis: Dry Bulk Shipping Price Factors and Forecasting Model • Extensive coursework in Financial Application.

Exchange Student

Activities and Societies: • Study and participate in group projects with international students • Relevant Coursework: Active Investment.

FAQ

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What company does Benson Chen work for?

Benson Chen works for Conning.

What is Benson Chen's role at Conning?

Benson Chen is listed as Portfolio Management | Fixed Income Analysis | Multi-Asset Balanced Strategy- Asset Management| Macroeconomic Research | Investment Analysis | Investment Grade & High Yield at Conning.

Where is Benson Chen based?

Benson Chen is based in Hong Kong, Hong Kong SAR, Hong Kong while working with Conning.

What companies has Benson Chen worked for?

Benson Chen has worked for Conning, Cathay Life Insurance Co., Ltd., and Chinalife Insurance Co..

Who are Benson Chen's colleagues at Conning?

Benson Chen's colleagues at Conning include Rashaun Davis, Leighton Mok, Janet Lasewicz, Justin S., and Sayre Strauss.

How can I contact Benson Chen?

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What schools did Benson Chen attend?

Benson Chen holds Master'S Degree, Finance from National Sun Yat-Sen University.

What skills is Benson Chen known for?

Benson Chen is listed with skills including Financial Analysis, Financial Modeling, Investments, Valuation, Bloomberg, Microsoft Office, Teamwork, and Strategic Financial Planning.

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