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.