Helen K. has extensive work experience in the financial and investment industry. Helen currently works at Robeco as a Client Portfolio Manager, where they focus on sustainability investments in the Asia Pacific and China markets. Their role involves advocating for Robeco's equity strategies and integrating sustainability factors into investment decisions. Prior to this, Helen worked at Invesco Ltd. as a Senior Product Specialist, where they supported the Chief Investment Officer in building assets under management for Asian and Chinese equities and multi-asset products. Helen also played a crucial role in repositioning an obsolete strategy and creating strategy content to attract and retain clients. Helen has also held positions at Fidelity International, Manulife Asset Management, Schroders Investment Management (HK) Limited, CLSA Limited, UBS Global Asset Management, and Environmental Resources Management. Their experience includes product marketing, portfolio advisory, equity research, client relationship management, and economic analysis. Helen has demonstrated strong skills in sales revenue generation, project coordination, financial modeling, and report writing throughout their career.
Helen K. has a diverse education history. Helen attended Northwestern University, where they obtained a BA (Hons) degree in Economics, Communications, and Statistics. Helen also completed a training program at Dale Carnegie Training. Later on, they pursued further education at the University of Michigan, earning an MA degree in Economics. In addition, Helen attended St. Paul's Convent School, although no specific degree or field of study was mentioned for this institution.
November, 2021 - present