Cherry Chen , Cfa

Cherry Chen , Cfa Email and Phone Number

Portfolio Manager | MBA | ESG @
Cherry Chen , Cfa's Location
Sydney, New South Wales, Australia, Australia
About Cherry Chen , Cfa

An experienced finance expert in FICC with over 14 years of experience in leading financial institutions.Specialties: Bond, Fund Operation, Portfolio Management, Rule & Compliant in the Chinese Market, Business Development

Cherry Chen , Cfa's Current Company Details
Rule&Time Investment Pty. Ltd

Rule&Time Investment Pty. Ltd

Portfolio Manager | MBA | ESG
Cherry Chen , Cfa Work Experience Details
  • Rule&Time Investment Pty. Ltd
    Director
    Rule&Time Investment Pty. Ltd Apr 2019 - Present
    • Set up the whole company and gain the financial license from Securities Industry Association.(P1070363)• Developed and implemented comprehensive business strategies and sales and marketing plans that complemented overall corporate operating plan.
  • Zangeng Investment Group Co.,Ltd
    Chief Investment Officer
    Zangeng Investment Group Co.,Ltd Jun 2016 - Oct 2018
    • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
  • Zangeng Investment Group Co.,Ltd
    Fund Manager
    Zangeng Investment Group Co.,Ltd Jun 2015 - Jun 2016
    • Monitor investment performance and maximized performance by monitoring daily activities and mentoring team members.
  • Xianongshang(Shanghai) Asset Management Co., Ltd
    Business Consultant
    Xianongshang(Shanghai) Asset Management Co., Ltd Oct 2015 - Jun 2017
    • Set and deliver against short- and long-range goals to meet growth and profitability objectives.
  • Capital Investment Co.,Ltd
    Fund Manager
    Capital Investment Co.,Ltd Jun 2014 - Jun 2015
    • Fund investment strategy formulation and management
  • Capital Investment Co.,Ltd
    Senior Fixed Income Trader
    Capital Investment Co.,Ltd Oct 2013 - Jun 2014
    • Daily price inquiry, match and trade, focus on seeking price spread from different markets and trader dealers, gain profit from price asymmetry between OTC market, Exchange market and the interbank market.
  • Capital Investment Co.,Ltd
    Fixed Income Trader
    Capital Investment Co.,Ltd Mar 2012 - Oct 2013
    • Daily fund position management, including borrow money for leverage fund and lending money for surplus position
  • Everbright Securities
    Sales Manager
    Everbright Securities Sep 2010 - Mar 2012
    • Maintained customer satisfaction with quick and professional handling of product returns.
  • Bank Of Ningbo Co., Ltd
    Personal Banker
    Bank Of Ningbo Co., Ltd Aug 2008 - Sep 2010
    • Developed campaigns and specific marketing strategies for clients.

Cherry Chen , Cfa Education Details

Frequently Asked Questions about Cherry Chen , Cfa

What company does Cherry Chen , Cfa work for?

Cherry Chen , Cfa works for Rule&time Investment Pty. Ltd

What is Cherry Chen , Cfa's role at the current company?

Cherry Chen , Cfa's current role is Portfolio Manager | MBA | ESG.

What schools did Cherry Chen , Cfa attend?

Cherry Chen , Cfa attended Shanghai Jiao Tong University, Shanghai University Of Engineering Science.

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