Mackenzie Investments
Caroline Chan, CFA, MBA, ICD.d, serves as a Vice President in FX Trading and Fixed Income Portfolio Management at Mackenzie Investments since January 2018. Previously, Caroline worked at Wellington Management from 2015 to 2018 as a Fixed Income Trader, focusing on the execution of trades across various asset classes. Prior to that, Caroline served as a Credit Trader and Fixed Income Structurer at ANZ from 2009 to 2015, where a significant credit hedging strategy was developed. Early career experiences include structuring credit and equity derivatives at Merrill Lynch from 2002 to 2009 and serving as a Software Engineer at Liberty Mutual Insurance and a Management Consultant at Deloitte. Caroline holds an MBA from the Massachusetts Institute of Technology and a BASc in Electrical Engineering and Mathematics from the University of Waterloo.
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