Jie (Sylvia) Pan, CFA

Senior Investment Researcher at 先锋领航投顾
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Contact Information
us****@****om
(386) 825-5501
Location
Shanghai, China, CN

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Bio

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Experience

  • Vanguard Investment Advisors (Shanghai) Investment Consultancy Company Limited
    • Financial Services
    • 1 - 100 Employee
    • Senior Investment Researcher
      • Dec 2020 - Present

  • Zhong Ou Asset Management
    • China
    • Financial Services
    • 1 - 100 Employee
    • Senior Product Manager/Portfolio Manager
      • Dec 2014 - Dec 2020

      V.P., Senior Product Manager/Portfolio Manager V.P., Senior Product Manager/Portfolio Manager

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Advisor
      • Jul 2013 - Dec 2014

      Advisor -Advisory Services (Performance Improvement) Advisor -Advisory Services (Performance Improvement)

  • China Merchants Securities Co., Ltd.
    • China
    • Financial Services
    • 500 - 600 Employee
    • Investment Banking Summer Analyst
      • Jul 2012 - Aug 2012

      Team member of a technology company’s IPO project Team member of a technology company’s IPO project

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Transaction Service Summer Intern
      • Jun 2012 - Jul 2012

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Assistant Financial Controller Intern
      • Nov 2010 - Jan 2011

  • China Construction Bank
    • Banking
    • 700 & Above Employee
    • Assistant Risk Manager Intern
      • Jul 2010 - Aug 2010

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premier Relationship Assistant Intern
      • Jan 2010 - Feb 2010

Education

  • USC
    Master's degree, Mathematical Finance
    2011 - 2013
  • 西南财经大学
    Financial Statistics & Risk Management
    2007 - 2011
  • 重庆巴蜀中学
    中学, 理科

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