Chen Sun Email & Phone Number

• Manage investment risk for insurance portfolio and defined benefit plan
• Design and streamline performance analytics for insurance and pension portfolios of external and internal mandates
• Recommend and monitor externally managed investments, with a focus on equity strategies
• Evaluate consultant investment recommendations as part of trustee committee on international retirement plans

1.Lead the business requirement gathering and analysis and agile BI development for SAP HANA financial analytics product 2.Lead the implementation of change management processes for SAP HANA financial analytics products, as well as training and supporting users 3.Train and lead junior analysts to develop analytics products based on internal customer.

• Modeled and forecasted company earnings, working with the 15 analysts and senior analysts in the Global Large Cap Equity team to update these models after earnings releases
• Conducted ad hoc research for the analysts and portfolio managers, and draft reports explaining research findings
• Collected relevant financial data and information through group meetings and one-on-one conferences with sell side analysts and company management
• Developed proprietary tools designed to track portfolio sustainability and environmental/social impact for the Chief Investment Officer

• Aided the members of the Hegenbart Group with the management of over $300 million in assets, assisting with investment-related, administrative, and client-facing tasks
• Analyzed the impact of manager holdings on fund performance, assisted in ongoing manager due diligence, and constructed monthly and quarterly portfolio performance reports for clients
• Listened to internal and external market research calls, and prepared reports synthesizing the information in these calls for teammates and superiors
• Participated in several Request-For-Proposals and assisted in the drafting of three RFP presentations

Master'S Degree, International Finance

Bachelor'S Degree, Economics