← All profiles

Beverly Chen

--Investment Partner

📍 Los Angeles, California, United States453 connections451 followersphoto: yes#171 · navid-aub

About

Planning, organizing, directing, coordinating and controlling a series of activities of production and operation activities of enterprises, mastering modern economic analysis methods relatively proficiently, financial institutions and enterprises engaged in economic analysis, forecasting, planning and economic management

Experience (6)

  • Role
    Capital Partner
    Workplace
    CVC Capital Partners · Full-time
    Duration
    Nov 2020 - Present · 2 yrs 2 mos
    Workplace Location
    One Maritime Plaza, UNIT 1610
    Description
  • Role
    Portfolio Manager
    Workplace
    Advisory Research Investment Management · Full-time
    Duration
    Feb 2018 - Jun 2020 · 2 yrs 5 mos
    Workplace Location
    United States
    Description
    Advisory Research, Inc. manages more than $9 billion in assets across a broad spectrum of traditional long only and alternative investment
  • Role
    Product Management Associate
    Workplace
    Global Trust Investments · Full-time
    Duration
    Nov 2016 - Nov 2017 · 1 yr 1 mo
    Workplace Location
    United States
    Description
  • Workplace
    Charles Schwab
    Role
    Assistant to Vice President Operations
    Duration
    Mar 2015 - Aug 2016 · 1 yr 6 mos
    Workplace Location
    211 Main St, San Francisco
    Description
    Charles Schwab Corporation, Inc. is an American multinational financial services company. It provides banking, commercial banking, investment and related services, including advisory and wealth management consulting services, to retail and institutional clients
  • Workplace
    Charles Schwab
    Role
    Assistant to the Manager
    Duration
    Apr 2014 - Mar 2015 · 1 yr
    Workplace Location
    United States
    Description
  • Role
    Assistant Internship
    Workplace
    BlackRock Resources LLC
    Duration
    Oct 2012 - Dec 2013 · 1 yr 3 mos
    Workplace Location
    United States
    Description

Education (2)

  • Institute
    University of California, Los Angeles
    Degree
    Master's degree -Master of Science - MS, Financial Economics
    Duration
    Feb 2010 - Feb 2012
    Description
    Major courses: Fixed Income Securities and Interest Rate Derivatives, Derivative Securities, Financial Engineering with Stochastic Calculus, Optimization, Monte Carlo SimulationMajor courses: Fixed Income Securities and Interest Rate Derivatives, Derivative Securities, Financial Engineering with Stochastic Calculus, Optimization, Monte Carlo Simulation
  • Institute
    Shanghai University of Finance and Economics
    Degree
    Bachelor's degree, Economics
    Duration
    Jul 2005 - Jul 2009
    Description
    Grade: 3.79

Interests (4)