Carol Chan, Cfa

Carol Chan, Cfa Email and Phone Number

Head of Investments and Chief Investment Officer, Retirement Plans @ The Inter-American Development Bank Group
Washington, DC, US
Carol Chan, Cfa's Location
New York City Metropolitan Area, United States, United States
Carol Chan, Cfa's Contact Details

Carol Chan, Cfa work email

Carol Chan, Cfa personal email

n/a
About Carol Chan, Cfa

As a seasoned institutional investment executive with a global mindset, I have a proven track record of providing creative solutions for complex problems to meet the long-term objectives of stakeholders. I excel at focusing on the big picture and providing operational excellence. I also specialize in designing, communicating and executing multi-asset class investments for pensions, defined contribution plans, endowments, foundations and other trust assets. I am recognized as a results-oriented, collaborative problem solver, and value cultivating superior relationships such as serving as a trusted business advisor, building diverse, high performing teams and creating strong relationships with colleagues. Finance for me is more than a job. I am passionate about the investment management business and financial literacy such as working with underserved youth interested in becoming future entrepreneurs I also love how the market is always evolving and being able to learn something new every day. Currently, I am Deputy Chief Investment Officer at EY, providing strategic management for the $25B+ investments in the qualified and non-qualified retirement plans. My experience includes working in a variety of industries including professional service, consulting, travel and leisure, financial services, and financial information. Credentials include CFA, MBA London Business School, BS/BA Wharton School, CIO NextGen and Institutional Investor DEI Leadership Award.Reach out if you are an asset owner interested in exchanging ideas and sharing market insights.Specialties:ASSET/INVESTMENT MANAGEMENT:Investment policy developmentGovernanceAsset allocationInvestment manager due diligence and selection, Operational due diligencePortfolio constructionRisk managementPension risk transferPortfolio analyticsContract negotiationLeadership, mentoring, team buildingFINANCE/TREASURYFinancial modeling - DCF, ROIForecasting and budgetingStrategic planningProcess improvementProject managementSystem implementation

Carol Chan, Cfa's Current Company Details
The Inter-American Development Bank Group

The Inter-American Development Bank Group

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Head of Investments and Chief Investment Officer, Retirement Plans
Washington, DC, US
Carol Chan, Cfa Work Experience Details
  • The Inter-American Development Bank Group
    Head Of Investments And Chief Investment Officer, Retirement Plans
    The Inter-American Development Bank Group
    Washington, Dc, Us
  • Ey
    Deputy Chief Investment Officer/Finance Director
    Ey 2010 - Present
    London, Gb
    Responsible for strategically managing the $25B+ investments in qualified and non-qualified retirement plans, including making recommendations for investment strategy, asset allocation, manager selection, and contract negotiation. Oversee the monitoring, analysis, reporting, and risk and liquidity management of the investment program. Manage relationships with all investment managers, trustees and other service providers. Act in an advisory role on the investment strategy of the firm’s corporate cash and EY Foundation
  • Institute Of Electrical And Electronics Engineers
    Investment Committee Member
    Institute Of Electrical And Electronics Engineers 2024 - Present
  • Financial Women'S Association
    Board Member
    Financial Women'S Association 2023 - Present
    New York, Ny, Us
  • Financial Women'S Association
    Member Of Finance Committee, Mentor For Fwa'S Baruch College And Seton Hall Mentoring Program
    Financial Women'S Association 2020 - Present
    New York, Ny, Us
  • Defined Contribution Institutional Investment Association (Dciia)
    Plan Sponsor Steering Committee Member
    Defined Contribution Institutional Investment Association (Dciia) 2020 - Present
    Us
  • Longwood Gardens Endowment
    Investment Committee Member
    Longwood Gardens Endowment 2018 - Present
  • T. Rowe Price Defined Contribution Client Advisory Board
    Advisory Board Member
    T. Rowe Price Defined Contribution Client Advisory Board 2015 - Present
  • Pension Group East
    President
    Pension Group East 2017 - 2021
  • Hewitt Investment Group
    Manager Research Consultant
    Hewitt Investment Group 2010 - 2010
    London, Gb
    Conducted due diligence on a variety of equity and fixed income investment managers to make assessments of their skills and capabilities, as well as the appropriateness of their investment strategies for client portfolios using qualitative and quantitative framework. Coordinated with global teams to prioritize research needs and develop best practices.
  • Dun & Bradstreet
    Director, Pension & Trust Investments
    Dun & Bradstreet 2006 - 2009
    Jacksonville, Fl, Us
    Managed global pension and defined contribution plan investments with over $2B total assets, including public equities, fixed income, private real estate. Developed investment policies, monitored and reported investment performance and risk metrics to the Investment Committee, and recommended investment strategies and managers.
  • Cendant Corporation
    Finance Director, Travel Link
    Cendant Corporation 2003 - 2006
    Served as a team leaders in creating business plans to support the corporate marketing team's database marketing efforts to achieve incremental income. Established marketing and financial metrics for dashboard reporting to C-Suite executives.
  • Thomson Financial
    Cfo, Sales & Trading Group
    Thomson Financial 1993 - 2001
    Us
    Led budgeting, forecasting, capital planning and business driver trend analyses of a $150M business unit. Reviewed monthly financial statements to ensure compliance with generally acceptable accounting practices. Developed divisional internal control policies. Built and coached a global team in the US, UK, Japan and Hong Kong.

Carol Chan, Cfa Skills

Financial Modeling Due Diligence Investments Strategic Planning Portfolio Management Business Planning Financial Analysis Strategy Dynamic Asset Allocation Risk Management

Carol Chan, Cfa Education Details

  • The Wharton School
    The Wharton School
    Economics And Accounting
  • London Business School
    London Business School
    Int'L Business
  • University Of Cambridge
    University Of Cambridge
    Cambridge Institute Of Sustainability Leadership - Sustainable Finance

Frequently Asked Questions about Carol Chan, Cfa

What company does Carol Chan, Cfa work for?

Carol Chan, Cfa works for The Inter-American Development Bank Group

What is Carol Chan, Cfa's role at the current company?

Carol Chan, Cfa's current role is Head of Investments and Chief Investment Officer, Retirement Plans.

What is Carol Chan, Cfa's email address?

Carol Chan, Cfa's email address is cc****@****don.edu

What schools did Carol Chan, Cfa attend?

Carol Chan, Cfa attended The Wharton School, London Business School, University Of Cambridge.

What skills is Carol Chan, Cfa known for?

Carol Chan, Cfa has skills like Financial Modeling, Due Diligence, Investments, Strategic Planning, Portfolio Management, Business Planning, Financial Analysis, Strategy, Dynamic Asset Allocation, Risk Management.

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