Joyce Pang, Cfa Email & Phone Number

New York, Ny, Us

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 for sales team and assess success of sales campaigns.Perform risk analysis such as monitoring risk factors, tracking error, and scenario analysis.Build portfolio investment positioning and sales analytics visualization dashboards in Tableau. Examples include custom performance and attribution reports, product differentiation dashboards, post sales meeting flows attribution, and sales team territory productivity calculations.Completely automate generation of quarterly marketing presentations, fact sheets, and commentaries.Attend client and sales calls as needed.Construct and manage composites in accordance with GIPS, and oversee annual GIPS verification.Onboard new products onto various retail platforms such as Morgan Stanley, Wells Fargo and Merrill.Increase firm brand recognition by managing the design of new website, creating promotional videos and pieces, and submitting firm to P&I's Best Places to Work each year.Manage team day-to-day activities, including mentoring, performance and compensation reviews, and hiring new team members.

New York, Ny, Us

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 process, saving at least one FTE. Created many highly customized data visualization dashboards using Tableau, VBA, SQL, and Python. Deliver analytical support for new business generation and client retention efforts.Closely interact with multiple business lines from front office to back office to solve complex problems. Represent the group to internal oversight committees and in external client meetings.

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 work eliminated manual tasks of multiple FTEs.Project management and implementation, including BlackRock Aladdin system and BiSam B-ONE fixed income attribution models. Self-taught coding languages and technical tools include SQL, Tableau, Alteryx, Python, R, and VBA.

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 stored procedures to perform portfolio monitoring and data mining. Head numerous technical enhancement projects for in house trading and accounting system, including data flow, calculation methodology and system GUI enhancements.

Los Angeles, California, Us

Head of Performance & Attribution, Head of GIPS Steering Committee

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.

Ba, Business Economics

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

Education record