Charlene Dong, Cfa

Charlene Dong, Cfa Email and Phone Number

Director | Product Development & Fund Launch | Investment Management | Chartered Financial Analyst (CFA) @ PGIM
Newark, New Jersey, United States
Charlene Dong, Cfa's Location
New York City Metropolitan Area, United States, United States
Charlene Dong, Cfa's Contact Details

Charlene Dong, Cfa work email

Charlene Dong, Cfa personal email

Charlene Dong, Cfa phone numbers

About Charlene Dong, Cfa

About MeBringing innovative investment solutions to life is what drives me. As a seasoned product manager and investment professional, I specialize in developing and launching financial products that deliver value to organizations and their investors.What I DoI have extensive experience in product development across ETFs, mutual funds, hedge funds, ESG products, and other financial instruments. My expertise lies in:- Taking new products from concept to successful go-to-market launches.- Generating innovative product ideas tailored to market demands.- Navigating complex databases to uncover actionable insights.- Crafting compelling data-driven narratives to support strategic decisions.Why It MattersMy work bridges the gap between innovation and investor needs. I am passionate about delivering solutions that not only address market needs but also drive asset growth for organizations and their investors.Let’s Connect!I’m always eager to collaborate with like-minded professionals in the investment and asset management space. Feel free to connect or message me to discuss industry trends, new ideas, or potential opportunities!

Charlene Dong, Cfa's Current Company Details
PGIM

Pgim

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Director | Product Development & Fund Launch | Investment Management | Chartered Financial Analyst (CFA)
Newark, New Jersey, United States
Website:
pgim.com
Employees:
2981
Charlene Dong, Cfa Work Experience Details
  • Pgim
    Pgim
    Newark, New Jersey, United States
    View
  • Pgim
    Director Of Product Development
    Pgim Apr 2020 - Present
    Newark, Nj
    • Possess in-depth knowledge of a wide range of institutional and retail investment products across equity, multi-asset, and alternatives, as well as various vehicles including mutual fund, ETF, UCITS, separate account, commingled pool and Cayman fund. • Adept at conducting deep market data analysis and translating it into compelling business cases for senior leadership that drive strategic decision-making. • Lead cross-functional teams and project-manage to drive successful product launches.• Specialize in ESG investing, thematic, and EU SFDR.
    View
  • Segal Marco Advisors
    Senior Analyst, Manager Due Diligence
    Segal Marco Advisors May 2015 - Mar 2020
    New York, Ny, Us
    • Investment consulting and manager research. Conduct due diligence on investment funds and recommend best-in-class TDFs for Defined Contribution plans. • Perform manager research on hedge fund strategies, including long/short equities, multi-asset, and global macro. • Collaborate with consultants to create investment lineup design for DC plans and pensions.
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Charlene Dong, Cfa Skills

Portfolio Management Valuation Finance Statistics Economics Financial Modeling Asset Management Investments Microsoft Office Equities Data Analysis Mutual Funds Bloomberg Financial Reporting Accounting Mutual Fund Equity Research Manager Research Capital Markets Teamwork Management Communication Presentations Problem Solving Institutional Investments Intellectually Curious Presentation Skills Alternative Investments Asset Allocation Financial Services Investment Management Retirement Planning 401 Retirement Savings Plans Due Diligence Leadership Public Speaking Client Services Defined Contribution Defined Benefit Target Date Fund Institutional Client Dcio Morningstar Direct Esg Retirement Plan Consulting Buy Side Microsoft Excel Cfa Iii Passer Microsoft Powerpoint Microsoft Word Consulting Bloomberg Terminal

Charlene Dong, Cfa Education Details

  • Cornell University
    Cornell University
    Applied Statistics
  • St. John'S University, The Peter J. Tobin College Of Business
    St. John'S University, The Peter J. Tobin College Of Business
    Accounting
  • Wuhan University Of Technology
    Wuhan University Of Technology
    Economics

Frequently Asked Questions about Charlene Dong, Cfa

What company does Charlene Dong, Cfa work for?

Charlene Dong, Cfa works for Pgim

What is Charlene Dong, Cfa's role at the current company?

Charlene Dong, Cfa's current role is Director | Product Development & Fund Launch | Investment Management | Chartered Financial Analyst (CFA).

What is Charlene Dong, Cfa's email address?

Charlene Dong, Cfa's email address is ch****@****tes.com

What is Charlene Dong, Cfa's direct phone number?

Charlene Dong, Cfa's direct phone number is +121225*****

What schools did Charlene Dong, Cfa attend?

Charlene Dong, Cfa attended Cornell University, St. John's University, The Peter J. Tobin College Of Business, Wuhan University Of Technology.

What skills is Charlene Dong, Cfa known for?

Charlene Dong, Cfa has skills like Portfolio Management, Valuation, Finance, Statistics, Economics, Financial Modeling, Asset Management, Investments, Microsoft Office, Equities, Data Analysis, Mutual Funds.

Who are Charlene Dong, Cfa's colleagues?

Charlene Dong, Cfa's colleagues are Maria Pappas, Dave Abrusci, Nicholas Milan, Renee Dybala, Elizabeth (Liz) Melendez, Glenn Harris, Annie Toomey.

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