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Jason Chen is a seasoned investment analyst with expertise in finance, consulting, and competitive analysis. He has 5+ years of experience working with top financial institutions and has conducted financial modeling, returns analysis, and written investment memos for various funds. Chen holds a Master of Arts degree from the University of Bristol and is a CFA Level II Candidate.

Credentials

  • CFA Level II Candidate
    CFA Institute

Experience

    • Investment Analyst
  • VSFG
    • Hong Kong SAR
    • Investment Analyst
      • Feb 2019 - Present
      • Hong Kong SAR

      - Conducted financial modelling, returns analysis and wrote investment memos for a USD80m fund investing in the alternative proteins space; fund performance is at 1.9x MoIC and 44% IRR from Q2 2019 to Q2 2023- Put together returns analysis and presented on VC and PE opportunities to investors, in...

    • Summer Legal Intern
      • Sep 2016 - Sep 2016
      • Hong Kong

      - Drafted legal document templates; translation of templates into Chinese and English- Proofread IPO prospectuses; cross-checked documents with stock exchange filings- Researched and drafted a response to a client’s request for information regarding the rules on the enforcement of arbitral awards...

    • Investor Relations Manager
      • Feb 2014 - Aug 2015
      • Hong Kong

      - Handled queries from private and institutional investors; presented on the company’s business and financial matters at roadshows, conferences and one-on-one meetings- Constructed financial models and performed benchmarking analyses of the company relative to its industry peers- Translated indus...

  • BNP Paribas
    • Hong Kong
    • Corporate Finance Intern
      • Feb 2013 - Jul 2013
      • Hong Kong

      Worked on real estate and consumer sector debt and equity financings and M&A deals.Selected Project Experience:[Private Equity Firm’s Disposal of 65% Stake in a Leading Chinese Bakery Chain]- Performed preliminary merger valuation for a Singapore-based buyer using management projections, brok...

  • Credit Suisse
    • Hong Kong
    • Investment Banking Summer Intern
      • Jun 2011 - Jul 2011
      • Hong Kong

      - Drafted pitch books, profiles and conducted sector research on over 40 major metals and mining firms- Performed comparable companies analysis using mineral resources and financials of over 30 mining firms with Factset; this was utilised as a reference database for future deals and industry anal...

  • Merrill Lynch
    • Hong Kong
    • Summer Wealth Management Programme Participant
      • Jun 2010 - Jun 2010
      • Hong Kong

      - Led team of 4 in constructing and presenting a diversified trust fund portfolio to a panel of Merrill Lynch managers- Awarded 1st place based on the clarity of the presentation and strength of the analysis

Education

  • 2015 - 2017
    University of Bristol
  • 2009 - 2013
    The University of Hong Kong
  • 2011 - 2012
    Stockholm University
  • 2002 - 2009
    West Island School

Suggested Services

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Industry Focus. “Financial Services”

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