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
Rule&Time Investment Pty. Ltd
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DirectorRule&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.
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Chief Investment OfficerZangeng Investment Group Co.,Ltd Jun 2016 - Oct 2018• Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
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Fund ManagerZangeng Investment Group Co.,Ltd Jun 2015 - Jun 2016• Monitor investment performance and maximized performance by monitoring daily activities and mentoring team members.
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Business ConsultantXianongshang(Shanghai) Asset Management Co., Ltd Oct 2015 - Jun 2017• Set and deliver against short- and long-range goals to meet growth and profitability objectives.
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Fund ManagerCapital Investment Co.,Ltd Jun 2014 - Jun 2015• Fund investment strategy formulation and management
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Senior Fixed Income TraderCapital 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.
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Fixed Income TraderCapital Investment Co.,Ltd Mar 2012 - Oct 2013• Daily fund position management, including borrow money for leverage fund and lending money for surplus position
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Sales ManagerEverbright Securities Sep 2010 - Mar 2012• Maintained customer satisfaction with quick and professional handling of product returns. -
Personal BankerBank Of Ningbo Co., Ltd Aug 2008 - Sep 2010• Developed campaigns and specific marketing strategies for clients.
Cherry Chen , Cfa Education Details
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Finance, General -
Finance, General
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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