Jian P Chen, Cfa
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Jian P Chen, Cfa Email & Phone Number

Portfolio Risk and Performance at OppenheimerFunds
Location: New York, United States 8 work roles 2 schools
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Current company
OppenheimerFunds
Role
Portfolio Risk and Performance
Location
New York, United States
Company size
706 employees

Who is Jian P Chen, Cfa? Overview

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Quick answer

Jian P Chen, Cfa is listed as Portfolio Risk and Performance at OppenheimerFunds, a with 706 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Jian P Chen, Cfa.

Jian P Chen, Cfa previously worked as Market Risk Management at Jefferies Group, Llc and Equity Research Analyst at Oppenheimer & Co.. Jian P Chen, Cfa holds Mba, Information System Management from Baruch College.

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OppenheimerFunds

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Profile bio

About Jian P Chen, Cfa

Portfolio Risk and Performance Analysis;Fundamental Equity Research;Proficient in Risk management platforms (MSCI RiskMetrics and Barra, and Bloomberg, etc.);Significant programming experience in languages (SQL, VBA, Python and R)

Listed skills include Equities, Emerging Markets, Valuation, Hedge Funds, and 12 others.

Current workplace

Jian P Chen, Cfa's current company

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OppenheimerFunds
Oppenheimerfunds
Portfolio Risk and Performance
New York, NY, US
Website
oppenheimerfunds.com
Employees
706
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8 roles

Jian P Chen, Cfa work experience

A career timeline built from the work history available for this profile.

Market Risk Management

Jefferies Group, Llc
Jun 2011 - Dec 2014

Equity Research Analyst

Oppenheimer & Co.

New York, Ny, Us

Fundamental equity research covering Chinese companies in the industrial sector

Apr 2009 - May 2011

Equity Research Analyst/Director

Bear Stearns

* Analyzed the financial profiles of emerging markets companies and presented to chief emerging market strategist and institutional sales team* Used and advanced quantitative models to conduct markets valuations at country and regional levels* Performed company screening and ranking using different valuation metrics * Created and supported GEM financial database which served as the quantitative tool for research group* Designed group specific valuation models and applications using Excel VBA and Access* Developed and managed StrataGems, an emerging markets portfolio strategy research publication. It served as a single reference source that draws together the strategy group’s views and ideas on emerging markets* Published Latin American Share Monitor, a daily performance summary of Latin American companies

Feb 2001 - Aug 2008

Corporate Financial Analyst

Zurich Financial Services

Zurich, Zurich, Ch

* Conducted research to support management decisions on E-commerce related projects* Gathered and determined system requirements and performed data process and logic modeling* Analyzed business operation modules and initiated ways for intranet/internet transition* Developed and implemented departmental database for various business units

Jan 1999 - Feb 2001

Accountant

Rochdale Securities

Us

* Prepared and reviewed daily profit and loss analysis as well as monthly financial statements* Monitored annual budget on revenue and cost of revenue side* Participated in full project life cycle development, including functional requirements gathering and structured analysis and testing* Integrated operations and accounting systems

Apr 1997 - Jun 1998
Team & coworkers

Colleagues at OppenheimerFunds

Other employees you can reach at oppenheimerfunds.com. View company contacts for 706 employees →

PA Patrick Adams Patrick Adams Colleague at OppenheimerfundsNew York, United States View → EK Edwin Kato Edwin Kato Colleague at OppenheimerfundsHouston, Texas, United States View → SK Stan Kutler Stan Kutler Colleague at OppenheimerfundsNew York City Metropolitan Area, United States View → NF Nancy Fern Nancy Fern Colleague at OppenheimerfundsAurora, Colorado, United States View → CM Clint Modler, Cfa Clint Modler, Cfa Colleague at OppenheimerfundsEnglewood, Colorado, United States View → JH Jean Hodge Jean Hodge Colleague at OppenheimerfundsFranktown, Colorado, United States View → RF Robert Fitzpatrick Robert Fitzpatrick Colleague at OppenheimerfundsLittleton, Colorado, United States View → KS Kian Shahpanah Kian Shahpanah Colleague at OppenheimerfundsIran, Islamic Republic Of View → OS Olga Sagalovich Olga Sagalovich Colleague at OppenheimerfundsEnglewood, Colorado, United States View → CT Cathy Tulley Cathy Tulley Colleague at OppenheimerfundsUnited States View →
2 education records

Jian P Chen, Cfa education

Mba, Information System Management

Baruch College

Bba, Accounting

Baruch College
FAQ

Frequently asked questions about Jian P Chen, Cfa

Quick answers generated from the profile data available on this page.

What company does Jian P Chen, Cfa work for?

Jian P Chen, Cfa works for OppenheimerFunds.

What is Jian P Chen, Cfa's role at OppenheimerFunds?

Jian P Chen, Cfa is listed as Portfolio Risk and Performance at OppenheimerFunds.

Where is Jian P Chen, Cfa based?

Jian P Chen, Cfa is based in New York, United States while working with OppenheimerFunds.

What companies has Jian P Chen, Cfa worked for?

Jian P Chen, Cfa has worked for Oppenheimerfunds, Jefferies Group, Llc, Oppenheimer & Co., Bear Stearns, and Zurich Financial Services.

Who are Jian P Chen, Cfa's colleagues at OppenheimerFunds?

Jian P Chen, Cfa's colleagues at OppenheimerFunds include Patrick Adams, Edwin Kato, Stan Kutler, Nancy Fern, and Clint Modler, Cfa.

How can I contact Jian P Chen, Cfa?

You can use AeroLeads to view verified contact signals for Jian P Chen, Cfa at OppenheimerFunds, including work email, phone, and LinkedIn data when available.

What schools did Jian P Chen, Cfa attend?

Jian P Chen, Cfa holds Mba, Information System Management from Baruch College.

What skills is Jian P Chen, Cfa known for?

Jian P Chen, Cfa is listed with skills including Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, and Portfolio Management.

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