Carol Chan, Cfa Email and Phone Number
Carol Chan, Cfa work email
- Valid
- Valid
Carol Chan, Cfa personal email
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
The Inter-American Development Bank Group
View-
Head Of Investments And Chief Investment Officer, Retirement PlansThe Inter-American Development Bank GroupWashington, Dc, Us
-
Deputy Chief Investment Officer/Finance DirectorEy 2010 - PresentLondon, GbResponsible 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 -
Investment Committee MemberInstitute Of Electrical And Electronics Engineers 2024 - Present
-
Board MemberFinancial Women'S Association 2023 - PresentNew York, Ny, Us -
Member Of Finance Committee, Mentor For Fwa'S Baruch College And Seton Hall Mentoring ProgramFinancial Women'S Association 2020 - PresentNew York, Ny, Us -
Plan Sponsor Steering Committee MemberDefined Contribution Institutional Investment Association (Dciia) 2020 - PresentUs -
Investment Committee MemberLongwood Gardens Endowment 2018 - Present
-
Advisory Board MemberT. Rowe Price Defined Contribution Client Advisory Board 2015 - Present
-
PresidentPension Group East 2017 - 2021
-
Manager Research ConsultantHewitt Investment Group 2010 - 2010London, GbConducted 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. -
Director, Pension & Trust InvestmentsDun & Bradstreet 2006 - 2009Jacksonville, Fl, UsManaged 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. -
Finance Director, Travel LinkCendant Corporation 2003 - 2006Served 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.
-
Cfo, Sales & Trading GroupThomson Financial 1993 - 2001UsLed 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
Carol Chan, Cfa Education Details
-
The Wharton SchoolEconomics And Accounting -
London Business SchoolInt'L Business -
University Of CambridgeCambridge 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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial