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Joyce Pang, Cfa Email & Phone Number

Director of Investment and Sales Analytics at Richard Bernstein Advisors
Location: New York, New York, United States 8 work roles 3 schools
1 work email found @rbadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Richard Bernstein Advisors
Role
Director of Investment and Sales Analytics
Location
New York, New York, United States
Company size
37 employees

Who is Joyce Pang, Cfa? Overview

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Quick answer

Joyce Pang, Cfa is listed as Director of Investment and Sales Analytics at Richard Bernstein Advisors, a company with 37 employees, based in New York, New York, United States. AeroLeads shows a work email signal at rbadvisors.com and a matched LinkedIn profile for Joyce Pang, Cfa.

Joyce Pang, Cfa previously worked as Director of Investment & Sales Analytics at Richard Bernstein Advisors and Manager of portfolio analysis at Richard Bernstein Advisors. Joyce Pang, Cfa holds Ba, Business Economics from Uc Santa Barbara.

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Email format at Richard Bernstein Advisors

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*@rbadvisors.com
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AeroLeads found 1 current-domain work email signal for Joyce Pang, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Joyce Pang, Cfa

Joyce Pang, Cfa is a Director of Investment and Sales Analytics at Richard Bernstein Advisors. She possess expertise in hedge funds, strategy, fixed income, equities, asset management and 11 more skills.

Listed skills include Hedge Funds, Strategy, Fixed Income, Equities, and 12 others.

Current workplace

Joyce Pang, Cfa's current company

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Richard Bernstein Advisors
Richard Bernstein Advisors
Director of Investment and Sales Analytics
New York, NY, US
Website
rbadvisors.com
Employees
37
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Company profile
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8 roles

Joyce Pang, Cfa work experience

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

Director Of Investment & Sales Analytics

Current
Richard Bernstein Advisors

New York, NY, US

Set up new department responsible for generating investment & sales analytics.Investment portfolio analysis, performance, attribution, and characteristics generation. Formally present insights to the investment team on a weekly basis.Write and publish performance commentaries.Respond to client data requests. Monitor sales data analytics to generate leads.

Jul 2020 - Present

Vice President, Investment Management Division

Morgan Stanley

New York, NY, US

Lead Fixed Income and Multi-Asset portfolio analysis and reporting functions, including portfolio analytics, risk and performance attribution, Board reporting, competitor analysis and market trend analysis. Produce deep dive materials for portfolio reviews with PMs, sales, marketing, and senior business leaders.Complete overhaul of fixed income attribution.

Oct 2017 - Jul 2019

Senior Fixed Income Portfolio Analyst

Capital Group

Los Angeles, CA, US

Support fixed income portfolio managers with portfolio analysis, risk exposure and marketing/sales analytics for the American Funds family totaling $1.5 Trillion AUM. Formal presentations of results and recommendations to senior business leaders and portfolio managers on ~biweekly basis. Significant improvement of existing report production. Automation.

Nov 2015 - Sep 2017

Vice President, Fixed Income Group

The Tcw Group

Los Angeles, California, US

Continuous promotions from Operations to Fixed Income Investment Group trading desk.Worked side by side with portfolio managers and traders to aid in alpha generation of client portfolios. Published portfolio level characteristics and commentaries to marketing, client services, sales team and regulators as proxy of PMs.Leveraged use of SQL queries and.

Feb 2010 - Oct 2015

Performance Analyst

The Tcw Group

Los Angeles, California, US

Head of Performance & Attribution, Head of GIPS Steering Committee

May 2007 - Feb 2010

Financial Auditor

Ey

London, GB

Performed financial statement and Sarbanes Oxley 404 controls audits. Performed multiple GIPS compliance audits for large asset managers. Significant interactions with senior business leaders across industries. Major clients in asset management, private equity, venture capital, banking, real estate and entertainment.

Sep 2005 - May 2007
Team & coworkers

Colleagues at Richard Bernstein Advisors

Other employees you can reach at rbadvisors.com. View company contacts for 37 employees →

EZ Evan Zlotnick Evan Zlotnick Colleague at Richard Bernstein Advisors Delray Beach, Florida, United States, United States View → KG Katherine Gross Katherine Gross Colleague at Richard Bernstein Advisors New York, New York, United States, United States View → MC Michael Contopoulos Michael Contopoulos Colleague at Richard Bernstein Advisors New York City Metropolitan Area, United States View → MP Matt Poterba, Cfa Matt Poterba, Cfa Colleague at Richard Bernstein Advisors San Francisco Bay Area, United States View → PC Peter Cutone Peter Cutone Colleague at Richard Bernstein Advisors Littleton, Colorado, United States, United States View → RW Richard Walsh Richard Walsh Colleague at Richard Bernstein Advisors New York City Metropolitan Area, United States View → MG Matthew Griswold, Cfa Matthew Griswold, Cfa Colleague at Richard Bernstein Advisors Milton, Massachusetts, United States, United States View → MI Munyakazi Innocent Munyakazi Innocent Colleague at Richard Bernstein Advisors Kigali, Kigali City, Rwanda, Rwanda View → DJ Dan James Suzuki, Cfa Dan James Suzuki, Cfa Colleague at Richard Bernstein Advisors Rye, New York, United States, United States View → MD Malvika Dhingra Malvika Dhingra Colleague at Richard Bernstein Advisors New York, New York, United States, United States View →
3 education records

Joyce Pang, Cfa education

Ba, Business Economics

Uc Santa Barbara

Core Credential Of Readiness, Business Analytics, Economics For Managers, Financial Accounting

Harvard Business School Online

Education record

Monash University
FAQ

Frequently asked questions about Joyce Pang, Cfa

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

What company does Joyce Pang, Cfa work for?

Joyce Pang, Cfa works for Richard Bernstein Advisors.

What is Joyce Pang, Cfa's role at Richard Bernstein Advisors?

Joyce Pang, Cfa is listed as Director of Investment and Sales Analytics at Richard Bernstein Advisors.

What is Joyce Pang, Cfa's email address?

AeroLeads has found 1 work email signal at @rbadvisors.com for Joyce Pang, Cfa at Richard Bernstein Advisors.

Where is Joyce Pang, Cfa based?

Joyce Pang, Cfa is based in New York, New York, United States while working with Richard Bernstein Advisors.

What companies has Joyce Pang, Cfa worked for?

Joyce Pang, Cfa has worked for Richard Bernstein Advisors, Morgan Stanley, Capital Group, The Tcw Group, and Ey.

Who are Joyce Pang, Cfa's colleagues at Richard Bernstein Advisors?

Joyce Pang, Cfa's colleagues at Richard Bernstein Advisors include Evan Zlotnick, Katherine Gross, Michael Contopoulos, Matt Poterba, Cfa, and Peter Cutone.

How can I contact Joyce Pang, Cfa?

You can use AeroLeads to view verified contact signals for Joyce Pang, Cfa at Richard Bernstein Advisors, including work email, phone, and LinkedIn data when available.

What schools did Joyce Pang, Cfa attend?

Joyce Pang, Cfa holds Ba, Business Economics from Uc Santa Barbara.

What skills is Joyce Pang, Cfa known for?

Joyce Pang, Cfa is listed with skills including Hedge Funds, Strategy, Fixed Income, Equities, Asset Management, Bloomberg, Valuation, and Mutual Funds.

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