Alvin Chan

Alvin Chan, CFA has a diverse and extensive work experience in the investment industry. Alvin is currently working as a Portfolio Manager at Aware Super since 2022. Prior to that, from 2020 to 2022, they worked as an Associate Portfolio Manager (Growth Assets) at First State Super.

From 2017 to 2020, Alvin served as a Portfolio Manager (Australian Equities) at Findex. Before that, they worked at Altair Asset Management Ltd. as the Co-Head of Research/Portfolio Manager from 2012 to 2017. During this role, they were the lead portfolio manager for the Altair Equity Income Fund, consistently ranking in the top quartile. Alvin also had responsibilities for maintaining relationships with retail and institutional rating agencies.

Alvin has also held positions at AMP Capital Investors as a Portfolio Manager/Analyst from 2007 to 2011, where they consistently outperformed personal investment performance benchmarks and had sector responsibilities in various industries. Alvin worked at IAG as a Portfolio Manager/Research Analyst from 2003 to 2007, managing a sub-portfolio within the high-conviction Research Fund and specializing in specific sectors.

Before that, Alvin worked at PMI Mortgage Insurance Co. as a Financial Analyst from 2001 to 2003, where they constructed financial models and maintained relationships with important parties. Alvin also gained experience in financial modeling, merger and acquisition projects, and maintained contacts with legal counsel and accountants as a Management Consultant at NMG Consulting from 2000 to 2001.

Alvin's career in finance began at Commonwealth Bank, where they worked as a Para-planner from 1999 to 2000. In this role, they constructed and managed financial plans for high net-worth clients and conducted extensive research on finance-related issues.

With their extensive experience and qualifications as a CFA, Alvin Chan has proven expertise in portfolio management, financial analysis, and sector specialization.

Alvin Chan, CFA, has a strong academic background in finance and management. Alvin began their education at The University of Western Australia, where they earned their Bachelor of Commerce degree in Finance & Management in 1996. Building upon this foundation, they went on to pursue a Master of Finance degree at the same university, which they successfully completed in 1998. To further enhance their expertise and credentials in the field of finance, Alvin then enrolled at the CFA Institute from 1998 to 2001, earning the esteemed designation of Chartered Financial Analyst (CFA). Through their educational journey, Alvin has demonstrated a commitment to expanding their knowledge and skills in finance, positioning him as a well-rounded and highly qualified professional in the field.