Sihui (Janet) Yan, Cfa, Frm

Sihui (Janet) Yan, Cfa, Frm Email and Phone Number

Portfolio Manager - EM Equity and Fixed Income @ The World Bank
San Francisco, CA, US
Sihui (Janet) Yan, Cfa, Frm's Location
San Francisco, California, United States, United States
Sihui (Janet) Yan, Cfa, Frm's Contact Details

Sihui (Janet) Yan, Cfa, Frm work email

Sihui (Janet) Yan, Cfa, Frm personal email

n/a
About Sihui (Janet) Yan, Cfa, Frm

Investment Manager specialized in Public Equity and Equity Long/Short at CommonSpirit Health ($25bn AUM). Previous work experiences include Portfolio Manager at World Bank Pension Investment team, Quantitative Modeling/Analysis in IFC Treasury, Equity Research in UMD Endowment Fund, Real Estate Valuation in Greysteel, FP&A in DC Water, and Investment Banking in HSBC.- CFA and FRM Charterholder- Skills: Portfolio Management as a Capital Allocator, Quantitative Analysis, Python, SQL, eVestment, Bloomberg- Visa status: Green Card and can work without sponsorship

Sihui (Janet) Yan, Cfa, Frm's Current Company Details
The World Bank

The World Bank

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Portfolio Manager - EM Equity and Fixed Income
San Francisco, CA, US
Website:
worldbank.org
Employees:
42102
Sihui (Janet) Yan, Cfa, Frm Work Experience Details
  • The World Bank
    Portfolio Manager - Em Equity And Fixed Income
    The World Bank
    San Francisco, Ca, Us
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  • Commonspirit Health
    Investment Manager
    Commonspirit Health Sep 2023 - Present
    Chicago, Illinois, Us
    Responsible for active manager selection for $25B+ across corporate balance sheet, pension and insurance asset pools. Coverage focus on Public Equity and Equity Long/Short.
    View
  • The World Bank
    Portfolio Manager - Em Equity And Fixed Income
    The World Bank Aug 2018 - Aug 2023
    Washington, Dc, Us
    Sourcing New Investments:- Participated in the full hiring process of EM Equity and Fixed Income managers, including conducting due diligence, presenting to the Investment Committee, and onboarding new managers.- Research innovative investment opportunities to boost portfolio alpha.Portfolio Management:- Monitor existing portfolio managers through periodic meetings and monthly performance review.- Traded and monitored US Treasury futures active positions based on analysis of market movement in the Fixed Income portfolio.- Present annual market/sector outlook of EM Equity and Fixed Income.- Work with external clients on manager selection, performance and risk analysis, fee analysis, etc.Quantitative Research:- Launch and enhance quantitative tools using Python and SQL for EM Equity and Fixed Income to conduct performance and risk analysis, universe ranking, and market neutrality, etc. - Create and maintain SQL database for market data, EM/FI/China manager universe.
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  • Ifc - International Finance Corporation
    Quantitative Financial Analyst - Funding And Syndication
    Ifc - International Finance Corporation Jan 2015 - Jul 2018
    Washington, Dc, Us
    - Quantitative modeling: Constructed (1) Syndication MCPP cash flow allocation model using VBA, (2) Syndication MCPP target dividend model and waterfall template, (3) Credit Value Adjustment model- Trade analysis: Conducted Funding pre-/post-trade analysis on bond yield and fair swap spread utilizing Bloomberg XLTP, Summit API, and Excel VBA. Validated the first Accelerated Return Notes final redemption using the Black-Scholes model. Performed Liquid Asset Management strategy risk analysis.
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  • Global Equity Fund
    Endowment Equity Research Analyst - Healthcare
    Global Equity Fund Aug 2014 - May 2015
    Washington, Dc, Washington, Dc, Us
    - Co-manage $500,000 endowment fund for University of Maryland Business School, focusing on Healthcare Industry.- Pitch buy/sell recommendations based on intrinsic value by conducting DCF valuations, multiples, and sensitivity analysis, utilizing Bloomberg, Capital IQ, and IBIS World.
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  • The Greysteel Company
    Real Estate Research Analyst
    The Greysteel Company Sep 2014 - Dec 2014
    Bethesda, Md, Us
    - Participated in multifamily property appraisals using DCF and Comparable Valuation, and provided detailed investment highlights.- Performed market research in the DMV area to construct sales comparable template and renovation model.- Prepared Baltimore market report on a Quarterly basis using CoStar and Real Capital Analytics tool.
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  • Dc Water
    Financial Planning Analyst
    Dc Water May 2014 - Dec 2014
    Washington, District Of Columbia, Us
    - Assisted with $350 million first-ever Green Century Bond for the $2.6 billion DC Clean River Project. Participated in meetings with Standard & Poor’s and Moody’s rating agencies. - Hosted two departmental meetings to review historical budget performance; Presented detailed drivers of variance and adjusted FY 2016 additional request.- Prepare FY 2016 Proposed Budget Book for Washington D.C. Government approval.- Designed and created FY 2016 Budget Review Report for board approval, and further used as templates.- Performed budgetary data entry and reconciliation for FY 2016 by using Corporate Performance Management (CPM) Tool.
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  • Hsbc
    Operations Intern
    Hsbc Jun 2012 - Jul 2012
    London, Gb
    - Created Balanced ScoreCard (BSC) for Operations Department, enhanced cost efficiency by 10% in one year.- Tracked foreign currency account reporting (ABOQ) data uploaded on State Administration of Foreign Exchange (SAFE) website and ensured the accuracy of the database.- Organized three-year mortgage credit and loan documents in categories according to new systemization policy.
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  • China Merchants Bank
    Sales Intern
    China Merchants Bank Jul 2010 - Aug 2010
    Shenzhen, Guangdong, Cn
    - Created a database on daily POS transaction data of over 300 and improved the efficiency of retrieving POS from continuous 0-deal merchants - Issued 85 credit cards in 1-month (top 1 among summer interns, more than average cards issued by full-time employees)
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Sihui (Janet) Yan, Cfa, Frm Skills

Microsoft Office Stata Matlab Bloomberg Portfolio Management Vba Reuters Python

Sihui (Janet) Yan, Cfa, Frm Education Details

  • University Of Maryland
    University Of Maryland
    Finance
  • Zhejiang University
    Zhejiang University
    Finance
  • University Of California, Davis
    University Of California, Davis

Frequently Asked Questions about Sihui (Janet) Yan, Cfa, Frm

What company does Sihui (Janet) Yan, Cfa, Frm work for?

Sihui (Janet) Yan, Cfa, Frm works for The World Bank

What is Sihui (Janet) Yan, Cfa, Frm's role at the current company?

Sihui (Janet) Yan, Cfa, Frm's current role is Portfolio Manager - EM Equity and Fixed Income.

What is Sihui (Janet) Yan, Cfa, Frm's email address?

Sihui (Janet) Yan, Cfa, Frm's email address is sy****@****ifc.org

What schools did Sihui (Janet) Yan, Cfa, Frm attend?

Sihui (Janet) Yan, Cfa, Frm attended University Of Maryland, Zhejiang University, University Of California, Davis.

What are some of Sihui (Janet) Yan, Cfa, Frm's interests?

Sihui (Janet) Yan, Cfa, Frm has interest in Education.

What skills is Sihui (Janet) Yan, Cfa, Frm known for?

Sihui (Janet) Yan, Cfa, Frm has skills like Microsoft Office, Stata, Matlab, Bloomberg, Portfolio Management, Vba, Reuters, Python.

Who are Sihui (Janet) Yan, Cfa, Frm's colleagues?

Sihui (Janet) Yan, Cfa, Frm's colleagues are Francis Mkandawire, Aurelien Serge Beko, Asferachew Abate, Lovemore Chilimanzi, Vhv Nbn, Christ Mandjo, Todor Lambev.

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