Nan Chen Cfa, Frm

Nan Chen, CFA, FRM has a strong background in finance and investment. Nan began their career at Morningstar in 2009, where they worked as an Analyst for a year and a half. In 2010, they joined Manulife Asset Management as a Quantitative Investment Analyst, where they worked for four years. Nan then moved to RBC Global Asset Management in 2014, where they held the role of Analyst for Quantitative Investment for four years. Currently, Nan is employed at OMERS Capital Markets, where they have held various roles including Senior Analyst from 2018 to 2020, Principal from 2020 to 2023, and currently serves as a Director/Portfolio Manager. Their expertise and experience make him a valuable asset in the finance industry.

Nan Chen, CFA, FRM has pursued various educational qualifications throughout their career. In 2013, they obtained the Chartered Alternative Investment Analyst (CAIA) certification from the Chartered Alternative Investment Analyst Association, specializing in Alternative Investment. Nan has also completed the Chartered Financial Analyst (CFA) program offered by the CFA Institute.

Additionally, Nan Chen has taken courses offered by the GARP-Global Association of Risk Professionals to become a Financial Risks Manager. Moving into their undergraduate studies, they attended McMaster University, where they earned an Hon.B.Comm degree, majoring in Finance, and minoring in Economics and Psychology.

Outside of their finance-related pursuits, they have also pursued personal interests by attending George Brown College, where they studied Baking and Pastry Arts, developing skills as a Baker/Pastry Chef. Moreover, they pursued their postgraduate studies at the Schulich School of Business - York University, specializing in Financial Engineering, which involved a comprehensive study of Mathematics and Finance.