Yu-Jen (Ken) Chen, Cfa
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Yu-Jen (Ken) Chen, Cfa Email & Phone Number

Associate Portfolio Manager at DSAM | CFA Charterholder at Morningstar
Location: Toronto, Ontario, Canada 9 work roles 2 schools
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Current company
Morningstar
Role
Associate Portfolio Manager at DSAM | CFA Charterholder
Location
Toronto, Ontario, Canada
Company size
7453 employees

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 company 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
Morningstar
Associate Portfolio Manager at DSAM | CFA Charterholder
chicago, illinois, united states
Website
morningstar.com
Employees
7453
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9 roles

Yu-Jen (Ken) Chen, Cfa work experience

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

Associate Portfolio Manager

Current
Deutsche Suisse Asset Management

Toronto, Ontario, Canada

Aug 2024 - Present

Equity Data Research Analyst

Current
Morningstar

Toronto, Ontario, Canada

Feb 2022 - Present

Chief Risk Officer

Queen'S University Alternative Assets Fund (Quaaf)

Toronto, Ontario, Canada

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.

Apr 2023 - Nov 2023

Mutual Funds Advisor

Cibc

Toronto, Ontario, Canada

Jun 2021 - Sep 2021

Support Leader

Cibc

Toronto, Ontario, Canada

Sep 2020 - Jun 2021

Financial Services Representative

Cibc

Toronto, Ontario, Canada

Feb 2019 - Sep 2020

Corporate Finance Intern

Diabetes Canada

Toronto, Ontario, Canada

Jan 2016 - Aug 2016
Team & coworkers

Colleagues at Morningstar

Other employees you can reach at morningstar.com. View company contacts for 7453 employees →

HG Harshita Gupta Harshita Gupta Colleague at Morningstar Thane, Maharashtra, India, India View → HV Harsh Vardhan Harsh Vardhan Colleague at Morningstar South Mumbai, Maharashtra, India, India View → AA Aditya Agarwal Aditya Agarwal Colleague at Morningstar Maharashtra, India, India View → JK Jassin Kelly Jassin Kelly Colleague at Morningstar Toronto, Ontario, Canada, Canada View → CM Christopher Meyer Christopher Meyer Colleague at Morningstar Chalfont, Pennsylvania, United States, United States View → RA Ritu Ahuja Ritu Ahuja Colleague at Morningstar Thane, Maharashtra, India, India View → NL Navnit Lal Navnit Lal Colleague at Morningstar Canada, Canada View → JL Jianchang Lv Jianchang Lv Colleague at Morningstar Shenzhen, Guangdong, China, China View → DD Darshit Doshi Darshit Doshi Colleague at Morningstar Mumbai, Maharashtra, India, India View → AP Agung Prayuda Agung Prayuda Colleague at Morningstar Indonesia, Indonesia View →
2 education records

Yu-Jen (Ken) Chen, Cfa education

Bachelor Of Business Administration - Bba, Finance Specialist

University Of Toronto

Dean's list - High Distinction Teaching Assistant - Financial Accounting I & II

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 Harshita Gupta, Harsh Vardhan, Aditya Agarwal, Jassin Kelly, and Christopher Meyer.

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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