Evan Chen Email & Phone Number

New York, United States

New York, United States

• Conducted thorough research and interviews with fund managers across various strategies, including GP-led secondaries, GP capital solutions, retail and commercial real estate, private equity, and private credit. Strategically deployed capital in funds with strong long-term potentials, guided by a deep analysis of the prevailing economic conditions and market trends.• Leveraged strong interpersonal and communication skills to build and maintain relationships with major private banks, family offices, and wealth management firms. Regularly engaged with these stakeholders to gather market insights, conduct investment research, and identify potential investment opportunities.• Evaluated potential risks across different sectors and implemented options strategies to hedge against volatility, ensuring smoother and more sustainable returns.• Executed portfolio construction and asset allocation strategies across diverse asset classes, including equities, fixed-income, and alternatives, while monitoring macroeconomic trends and research publications to assess their impact on investment performance.• Monitored and managed cash flows, interest, and dividend income across multiple portfolios, ensuring accurate tracking and optimizing cash management strategies to support seamless portfolio operations and liquidity needs. Collaborated closely with accountants, lawyers, and bankers to ensure compliance, facilitate deal closings, and oversee progress throughout the transaction process.

New York, United States

• Collaborated closely with the Investor Relations and Operations team to provide in-depth fund analysis and market insights to potential institutional and pension investors, playing a key role in securing additional funding. Created customized presentations showcasing fund performance and growth prospects, which helped drive successful capital-raising initiatives.• Led and supervised a project team with two outside consultants, collaborating with multiple internal teams (accounting, operations and IT etc.), to design a dynamic dashboard report that provides key data insights into the invested portfolios and their performance. Applied a data-driven approach to optimize reporting and enhance decision-making. The report provided decision-makers with detailed metrics on portfolio performance, risk exposure, and capital efficiency, enabling more informed decisions regarding future investment deployment, portfolio rebalancing, and allocation adjustments.• Conducted valuation analysis across various asset classes, including fixed income securities, fund of funds, and individual portfolio companies. Advised the CFO and investment committee on valuation marks, providing insights that guided key investment decisions.• Worked closely with various teams to deliver critical data and ad-hoc analysis for the COO and President’s meetings with key investors and clients nationwide. This included providing insights such as total firm investment by geographic region etc. Equipped the team with the necessary information to drive informed and strategic discussions.• Delivered quarterly LP Reports and promptly managed Ad hoc LP requests, addressing customized analytical inquiries, surveys, and other needs, consistently ensuring high satisfaction metrics.• Trained new joiners and cross-functional team members on financial analysis tools and best practices, ensuring they quickly integrated into workflows and contributed effectively to team objectives.

Education record

Master'S Degree, Business Analytics

Education record