✿ Resume
Global Equity Portfolio Manager
CFA CPA FRM CAIA ASA
Education
Massachusetts Institute of Technology
Master of Business Administration — Sloan Fellows Mid-Career MBA
University of Toronto
Master of Mathematical Finance
Concordia University
Bachelor of Specialization in Actuarial Mathematics / Finance
✿ Career
My Career Journey
15 years of professional growth across global markets.
Associate General Manager, Investment Management
Hong Kong · 2023–2024
Chubb — NYSE-listed S&P 500 company · $130B invested assets
- Managed a high-conviction concentrated U.S. & HK portfolio, driving double-digit absolute yearly returns.
- Launched a wealth-management platform and presented strategic initiatives to the board of directors.
- Oversaw the full investment process: idea generation, research, strategy and trade execution.
Portfolio Manager
Hong Kong · 2022–2023
Eurizon Capital — Asset-management arm of Intesa Sanpaolo · €384B AUM
- Managed a $1B Asian equity portfolio tracking the MSCI index, achieving top-quartile performance.
- Led an 8-member team in fundamental research and portfolio construction, targeting Sharpe > 1.
- Conducted 250+ annual due-diligence engagements to validate investment theses.
Portfolio Manager
Hong Kong · 2021–2022
Heng An Standard Life — JV of Aberdeen (UK) · £494.9B AUM
- Managed top-performing asset classes and fund-of-funds with a $9.6B asset-under-administration portfolio.
- Delivered a 15% absolute-return strategy for internal equity investment (US, HK, EAFE).
- Supported trading, reporting, client presentations and analyst mentorship.
Portfolio Manager
Hong Kong · 2019–2021
Redient Capital — SFC Type 4 & Type 9 licensed
- Managed an $800MM public & private portfolio achieving capital preservation and >20% asset growth.
- Designed tailored strategies for high-net-worth clients aligned to distinct risk-return objectives.
- Established risk-management policy, compliance procedures and operating guidelines.
Assistant Portfolio Manager, International Equities
Toronto · 2010–2018
Addenda Capital — Asset manager of a top insurer · US$30B AUM
- Co-managed a $3B portfolio (US & Europe) benchmarked against the MSCI World / EAFE index.
- Delivered a 15.8% annual return for the International Equity Fund across 2010–2018.
- Owned portfolio strategy, risk management, trade execution, marketing and ESG initiatives.
Research Analyst
Toronto · 2009–2010
Picton Mahoney Asset Management — Long-short multi-strategy hedge fund · CAD$10B+ AUM
Internship, Trading Desk
Toronto · 2008
Scotia Capital — 3rd-largest bank in Canada by deposits and market cap
Actuarial Analyst
Toronto · 2006–2007
Aon Corporation — Global consulting in insurance & pensions across 120 countries
Skills
- Portfolio Management
- Fundamental Research
- Quantitative Analysis
- Investment Strategy
- Risk Management
- Python
- R
- SQL
- VBA
- TensorFlow · PyTorch
- Bloomberg · Refinitiv
- FactSet · Capital IQ
- Wind · MSCI Barra
- Preqin · PitchBook
- MS Office · Figma
- English — fluent
- French — professional
- Mandarin — native
- Cantonese — native
Certifications
Awards
- Canada Graduate Scholarship — top-20 national postgraduate scholarship
- Eric O'Connor Mathematics Medal — rank the #1 student in Mathematics & Statistics Department
- NSERC Award — national scientific student research award
Recognition
- 100 Women in Finance — rang the opening bell at the Toronto Stock Exchange
- Bloomberg Women's Buy-side Network — guest speaker at the Buy-side Forum
- BRAVO nominations — twice recognized for genuine impact
Extracurricular Activities
- Hobby — movie extra in major productions including The Day After Tomorrow, The Terminal and Taking Lives.
- Teaching — seasoned instructor at Victoria Education School, specializing in stock case studies for CFA candidates.
- Interests — golf, skiing, traveling, and thoughtful conversations with business leaders and entrepreneurs.