Associate Portfolio Manager
Current
Deutsche Suisse Asset Management
Aug 2024 - Present
AeroLeads people directory · profile
Yu-Jen (Ken) Chen, Cfa Email & Phone Number
Associate Portfolio Manager at DSAM | CFA Charterholder
at
Morningstar
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate Portfolio Manager at DSAM | CFA Charterholder
Location
Toronto, Ontario, Canada
Company size
Who is Yu-Jen (Ken) Chen, Cfa? Overview
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Quick answer
Yu-Jen (Ken) Chen, Cfa is listed as Associate Portfolio Manager at DSAM | CFA Charterholder at Morningstar, a with 7453 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Yu-Jen (Ken) Chen, Cfa.
Yu-Jen (Ken) Chen, Cfa previously worked as Associate Portfolio Manager at Deutsche Suisse Asset Management and Equity Data Research Analyst at Morningstar. Yu-Jen (Ken) Chen, Cfa holds Master Of Finance - Mfin from Smith School Of Business At Queen'S University.
Company email context
Email format at Morningstar
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Morningstar
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Profile bio
About Yu-Jen (Ken) Chen, Cfa
An analytical, detail-oriented finance professional with 7 years of experience in portfolio management, equity research, wealth advisory, retail banking sales & services, and leadership. Technically proficient in Word, PowerPoint, Excel, VBA, Python, R, SQL, FactSet, Capital IQ, Pitchbook, Morningstar Direct, and Bloomberg Terminal.
Listed skills include Leadership, Python, Microsoft Office, Microsoft Word, and 14 others.
Current workplace
Yu-Jen (Ken) Chen, Cfa's current company
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Morningstar
9 roles
Yu-Jen (Ken) Chen, Cfa work experience
A career timeline built from the work history available for this profile.
Equity Data Research Analyst
Current
Feb 2022 - Present
Chief Risk Officer
QUAAF is a student-directed fund-of-funds portfolio, managing over $600K AUM endowed by private investors, Queen’s alumni, and corporate sponsors. QUAAF holds an alternative investing mandate with four primary strategies: Fund of Hedge Funds, Thematic, Sustainable Investing, and Real Estate.Skills: Financial Statement Analysis | Security Valuation | Risk Management | Portfolio Management | Leadership
Apr 2023 - Nov 2023
Director Of Risk
Nov 2022 - Apr 2023
Risk & Operation Analyst
Jun 2022 - Nov 2022
Mutual Funds Advisor
Jun 2021 - Sep 2021
Support Leader
Sep 2020 - Jun 2021
Financial Services Representative
Feb 2019 - Sep 2020
Corporate Finance Intern
Jan 2016 - Aug 2016
Team & coworkers
Colleagues at Morningstar
Other employees you can reach at morningstar.com. View company contacts for 7453 employees →
RC
Rose Cao
Colleague at MorningstarDali, Yunnan, China
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BS
Bhavesh Shahani
Colleague at MorningstarThane, Maharashtra, India
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NK
Neha Kumari
Colleague at MorningstarCanada
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SH
Saboor Hamidi
Colleague at MorningstarAfghanistan
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MO
Martin Obrian
Colleague at MorningstarSweetgrass, Montana, United States
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CD
Celeste Dy
Colleague at MorningstarQuezon City, National Capital Region, Philippines
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PM
Patricia Malone
Colleague at MorningstarNew York City Metropolitan Area, United States
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YM
Yogesh Menghani
Colleague at MorningstarThane, Maharashtra, India
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AP
Ashutosh Panda
Colleague at MorningstarRaurkela, Odisha, India
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EK
Eugene Krayni
Colleague at MorningstarGreater Chicago Area, United States
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Rose Cao
Colleague at MorningstarDali, Yunnan, China
View →
BS
Bhavesh Shahani
Colleague at MorningstarThane, Maharashtra, India
View →
NK
Neha Kumari
Colleague at MorningstarCanada
View →
SH
Saboor Hamidi
Colleague at MorningstarAfghanistan
View →
MO
Martin Obrian
Colleague at MorningstarSweetgrass, Montana, United States
View →
CD
Celeste Dy
Colleague at MorningstarQuezon City, National Capital Region, Philippines
View →
PM
Patricia Malone
Colleague at MorningstarNew York City Metropolitan Area, United States
View →
YM
Yogesh Menghani
Colleague at MorningstarThane, Maharashtra, India
View →
AP
Ashutosh Panda
Colleague at MorningstarRaurkela, Odisha, India
View →
EK
Eugene Krayni
Colleague at MorningstarGreater Chicago Area, United States
View →
2 education records
Yu-Jen (Ken) Chen, Cfa education
Master Of Finance - Mfin
Bachelor Of Business Administration - Bba, Finance Specialist
FAQ
Frequently asked questions about Yu-Jen (Ken) Chen, Cfa
Quick answers generated from the profile data available on this page.
What company does Yu-Jen (Ken) Chen, Cfa work for?
Yu-Jen (Ken) Chen, Cfa works for Morningstar.
What is Yu-Jen (Ken) Chen, Cfa's role at Morningstar?
Yu-Jen (Ken) Chen, Cfa is listed as Associate Portfolio Manager at DSAM | CFA Charterholder at Morningstar.
Where is Yu-Jen (Ken) Chen, Cfa based?
Yu-Jen (Ken) Chen, Cfa is based in Toronto, Ontario, Canada while working with Morningstar.
What companies has Yu-Jen (Ken) Chen, Cfa worked for?
Yu-Jen (Ken) Chen, Cfa has worked for Deutsche Suisse Asset Management, Morningstar, Queen'S University Alternative Assets Fund (Quaaf), Cibc, and Diabetes Canada.
Who are Yu-Jen (Ken) Chen, Cfa's colleagues at Morningstar?
Yu-Jen (Ken) Chen, Cfa's colleagues at Morningstar include Rose Cao, Bhavesh Shahani, Neha Kumari, Saboor Hamidi, and Martin Obrian.
How can I contact Yu-Jen (Ken) Chen, Cfa?
You can use AeroLeads to view verified contact signals for Yu-Jen (Ken) Chen, Cfa at Morningstar, including work email, phone, and LinkedIn data when available.
What schools did Yu-Jen (Ken) Chen, Cfa attend?
Yu-Jen (Ken) Chen, Cfa holds Master Of Finance - Mfin from Smith School Of Business At Queen'S University.
What skills is Yu-Jen (Ken) Chen, Cfa known for?
Yu-Jen (Ken) Chen, Cfa is listed with skills including Leadership, Python, Microsoft Office, Microsoft Word, Analytical Skills, Powerpoint, Bilingual Communications, and Microsoft Excel.
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