Jan Feng

Working Student Investment Management at Kontora Family Office
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Contact Information
us****@****om
(386) 825-5501
Location
DE
Languages
  • Deutsch Native or bilingual proficiency
  • Englisch Full professional proficiency
  • Chinesisch (Mandarin) Limited working proficiency

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Credentials

  • Level I CFA exam
    CFA Institute
    Nov, 2022
    - Sep, 2024

Experience

  • Kontora Family Office
    • Germany
    • Financial Services
    • 1 - 100 Employee
    • Working Student Investment Management
      • Aug 2022 - Present

    • Working Student Analytics & Asset Accounting
      • Mar 2022 - Jul 2022

  • Deka Investment
    • Germany
    • Investment Management
    • 200 - 300 Employee
    • Intern Institutional Fund Management - ETF
      • Mar 2020 - Aug 2020

      -Creations and enhancements of monthly reports in Excel with support from Bloomberg Terminal and Morningstar. -Support of the ETF sales department in the preparation of presentations for institutional customers -Creation of a fund of funds study for Deka ETFs and their competitor products using data from Morningstar and Bloomberg -Support in the preparation of listing documents for five new sustainable ETFs for Börse Stuttgart and XETRA -Providing dividend forecasts of individual ETFs for the ETF fund management team -Responding to individual customer inquiries -Evaluation of monthly market data for the ETF-Newsletter

  • Bosch
    • Germany
    • Think Tanks
    • 1 - 100 Employee
    • Working Student Structural Organization & Governance
      • May 2019 - Nov 2019

      -Support in compilation of risk documents for small Bosch legal entities on MS Excel basis as well as presentations in MS Powerpoint and maintenance of contact details -Support in preparation for Governance Board including data sheets and board documents -Reconciliation and evaluation of discrepancies of BWNs (division/plant numbers) between COMPAS systems and tools as well as list of affiliates and master data servers. -Support in compilation of risk documents for small Bosch legal entities on MS Excel basis as well as presentations in MS Powerpoint and maintenance of contact details -Support in preparation for Governance Board including data sheets and board documents -Reconciliation and evaluation of discrepancies of BWNs (division/plant numbers) between COMPAS systems and tools as well as list of affiliates and master data servers.

  • University of Hohenheim
    • Higher Education
    • 700 & Above Employee
    • Student Assistant
      • Apr 2018 - Sep 2018

      Institution for Financial Management, especially Risk Management Institution for Financial Management, especially Risk Management

Education

  • University of Muenster
    Master of Science - MS, Finance
    2020 - 2023
  • University of Oregon
    Semester abroad, Finance
    2018 - 2019
  • University of Hohenheim
    Bachelor of Science - BS, Business Administration and Economics
    2016 - 2020

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