Shirley Chen Email & Phone Number

Berwyn, 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

Philadelphia , 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

Philadelphia, 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

Pittsburgh, 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

• 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

Bachelor Of Science In Business Administration - Bsba, Finance, General

Bachelor Of Arts - Ba, Mathematics

Fall 2018 Exchange, Economics And Finance

Spring 2018 Exchange, Business Management

Fall 2016 Exchange, Economics