Joyce Pang

Director Of Investment & Sales Analytics at Richard Bernstein Advisors

Joyce Pang, CFA has extensive work experience in investment management and analytics. Joyce currently holds the position of Director of Investment & Sales Analytics at Richard Bernstein Advisors, where they lead a team in developing investment analytics and reporting tools, performance attribution, product marketing, and macroeconomic research data support. Prior to this, they worked at Morgan Stanley as Vice President in the Investment Management Division, overseeing fixed income and multi-asset portfolio analysis and reporting functions. At Capital Group, they served as a Senior Fixed Income Portfolio Analyst, providing portfolio analysis, risk exposure, and marketing/sales analytics. Joyce also held various roles at The TCW Group, including Vice President in the Fixed Income Group, where they worked closely with portfolio managers and traders to generate alpha and published portfolio characteristics and commentaries. Starting their career at EY as a Financial Auditor, they gained experience in financial statement audits, Sarbanes Oxley 404 controls audits, and GIPS compliance audits for asset managers.

Joyce Pang, CFA has a Bachelor's degree in Business Economics from UC Santa Barbara, which they obtained from 2001 to 2005. Joyce also holds a CORe Credential of Readiness from Harvard Business School Online, where they studied Business Analytics, Economics for Managers, and Financial Accounting in 2019. Additionally, Joyce has certifications in Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) from the CFA Institute, obtained in 2012 and 2009 respectively. In 2004, Joyce briefly studied at Monash University, although the specific degree and field of study are not mentioned.

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Peers

Timeline

  • Director Of Investment & Sales Analytics

    July, 2020 - present

  • Manager Of Portfolio Analysis

    July, 2019

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