Shirley Chen Email and Phone Number
Shirley Chen work email
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Shirley Chen personal email
Experienced Investment Analyst with a background in Math, Finance, and Technology. 4 years of experience in quantitative analysis, financial modeling, fundamental research, and ESG investing. Expert in building analytical tools and enhancing investment processes.𝑪𝑶𝑹𝑬 𝑪𝑶𝑴𝑷𝑬𝑻𝑬𝑵𝑪𝑰𝑬𝑺:• Investment Analysis• Quantitative & Fundamental Research• ESG Research• Problem Solving• Analytical/Mathematical Mindset• Financial Statement Analysis• Financial Modeling• Portfolio Management• Performance Analysis• Equity Research• Process Improvement• Communication – Multilingual (Fluent in English, Mandarin, and Korean)𝑺𝑶𝑭𝑻𝑾𝑨𝑹𝑬:• Microsoft Office: Word, Excel, Access, PowerPoint• Financial Software: FactSet, Bloomberg• Programming and Visualization Software: Python, Tableau𝑨𝒄𝒄𝒐𝒎𝒑𝒍𝒊𝒔𝒉𝒎𝒆𝒏𝒕𝒔:• Manage ESG integration and stewardship initiatives, conducting 80+ qualitative ESG materiality assessments, participating in 70+ ESG engagement meetings, overseeing the quantitative ESG scoring model, and completing 60+ proxy voting reviews• Performed various operational functions for a team of 12 senior equity analysts with $7 billion in assets under management, supporting the quantitative analysis and fundamental research work on large-cap stocks • Supervised the information technology sector and consumer discretionary sector of a $2.3 million mid-cap fund, reviewing portfolio holdings, analyzing macroeconomic conditions, and monitoring portfolio performance relative to the benchmark• Built DCF models integrated with multiples valuations to pick stocks and pitched to a panel of investment professionals (stock pitched earned 165% gain for the fund since bought) • Improved the efficiency of fund data management and portfolio performance analysis processes by 80% by building an automated Excel template using advanced functions and VBA • Utilized Python to generate optimal asset allocation against varying degrees of risk-aversion for client portfolios using time series analysis and Monte Carlo simulation• Founded a student organization that promotes diversity and inclusion on campus, leading a team of 12 to grow the org and acquire 200+ club members within a year
Coho Partners, Ltd.
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Esg Investment AnalystCoho Partners, Ltd. Sep 2021 - PresentBerwyn, Pa, Us• Support co-CIOs and portfolio managers in managing the Coho Relative Value Equity and ESG strategies, performing ESG research and quantitative analysis to enhance portfolio performance• Develop analytical tools for investment universe construction, streamlining IRR valuation updates and improving quantitative screening processes to facilitate informed investment decisions• Manage ESG integration and stewardship initiatives by conducting 80+ qualitative ESG materiality assessments, participating in 70+ ESG engagement meetings, overseeing the quantitative ESG scoring model, and completing 60+ proxy voting reviews• Lead the creation of the Annual Sustainability Impact Report and quarterly ESG white papers, and generate ESG data insights for marketing materials to strengthen client education and drive client engagement on ESG topics• Co-lead ESG client communication efforts, drafting responses to client requests and representing ESG expertise on client calls to effectively communicate the ESG investment process and strategies• Craft responses to ESG reporting initiatives including UN PRI and Annex II and IV filings under SFDR for the UCITS Fund• Co-lead and pioneer the development of Coho’s Sustainable Investment and Principal Adverse Impacts (PAI) frameworks and related policies, leveraging large datasets to advance the ESG investment strategy and ensure global regulatory compliance• Analyze large datasets and actively engage with data providers, including MSCI, Bloomberg, Sustainalytics and Glass Lewis, to drive continuous improvement in data quality and availability for key ESG initiatives• Research and summarize key company, industry, market and regulatory trends by attending ESG conferences and webinars, and present actionable insights at Investment Committee meetings and ESG Committee trainings sessions
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Financial AnalystFmc Corporation Sep 2020 - Aug 2021Philadelphia , Pennsylvania, Us• Performed as a Financial Analyst assisting in the operational transfer pricing for a multi-national enterprise with $4.7 billion revenue• Built EBIT forecasting and budgeting analytical models to set and adjust intercompany transfer prices of 55 legal entities situated among the corporation’s global footprint -
Equity AnalystDrexel University'S Lebow College Of Business Sep 2019 - Mar 2020Philadelphia, Pa, Us• Managed information technology sector and consumer discretionary sector of a student-run mid-cap equity fund with $2.3 million assets under management • Produced quarterly performance report and comprehensive sector analysis measuring macroeconomic indicators, market multiples, growth estimates, and M&A activities to identify investment candidates• Utilized Discounted Cash Flow (DCF) model and multiples valuation to evaluate the intrinsic value of stocks across several industries and pitched 2 stocks (LOGI and DIS) to the investment committee• LOGI's stock price appreciated 165% within two years since bought -
Equity Research Co-OpPnc Apr 2019 - Mar 2020Pittsburgh, Pennsylvania, Us• Provided quantitative analysis and fundamental research support on large-cap stocks to a team of 12 senior equity analysts and portfolio managers with $7 billion in assets under management• Generated buy/sell investment ideas across all 11 GICS sectors by combining DCF and multiples valuation with a customized stock screen overlaid onto the proprietary factor model• Conducted research on factor investing which resulted in the construction of 15+ growth, value, and earnings factors, to aid the team in identifying new alpha drivers to complement the existing quantitative multi-factor model• Initiated analytical reports and charts to help the Portfolio Manager evaluate the market risks of 5 advantage portfolios• Composed key takeaways on companies under coverage after attending external meetings with sell-side analysts and executive management to facilitate research in the communication services, information technology, and energy sectors• Crafted investment strategy presentations to aid the Managing Director in expanding the current investor client base -
Quantitative Research Summer AnalystShenwan Hongyuan (International) Holdings Limited Jul 2018 - Aug 2018• Built a quantitative investment tool in Excel that automated the fund data management process, streamlining the calculation and display of key performance factors including beta and alpha relative to the benchmark with charts and dashboards• Utilized Python (Pandas, NumPy, SciPy, and Matplotlib) to parse, pre-process, aggregate, and visualize large fund datasets• Performed due diligence on mutual funds and simulated the efficient frontier to generate optimal asset allocation against varying degrees of risk-aversion for six client portfolios using time series analysis and Monte Carlo simulation technique in Python
Shirley Chen Skills
Shirley Chen Education Details
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Drexel UniversityGeneral -
Drexel UniversityMathematics
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The University Of Hong KongEconomics And Finance
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University Of YorkBusiness Management
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Seoul National UniversityEconomics
Frequently Asked Questions about Shirley Chen
What company does Shirley Chen work for?
Shirley Chen works for Coho Partners, Ltd.
What is Shirley Chen's role at the current company?
Shirley Chen's current role is ESG Investment Analyst | Equity Fundamental Research & Quantitative Analysis.
What is Shirley Chen's email address?
Shirley Chen's email address is sc****@****ers.com
What schools did Shirley Chen attend?
Shirley Chen attended Drexel University, Drexel University, The University Of Hong Kong, University Of York, Seoul National University.
What skills is Shirley Chen known for?
Shirley Chen has skills like Leadership, Portfolio Optimization, Portfolio Performance Analysis, Powerpoint, Equity Valuation, Public Speaking, Bloomberg Certified, Corporate Finance, Valuation, Portfolio Management, Investment Research, Data Analysis.
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