Winnie Cheng, CFA has over 30 years of experience in the finance industry. Winnie is currently working as a Vice President and Principal Credit Analyst at U.S. Bancorp Asset Management. Prior to this, they worked at Wells Fargo as an Independent Price Validation Contractor.
From 2016 to 2018, Winnie worked at the National Association of Insurance Commissioners (NAIC) as the Manager of the Securities Valuation Office. In this role, they reviewed corporate debt held by insurance companies and collaborated with the IT team to improve credit computer systems.
Before that, Winnie served as the Head of Financial Services at Viola Risk Advisors, where they provided investment research and risk management advisory services to institutional investors and government regulators. Winnie has also worked as a Senior Research Analyst Consultant at Arrowhead Credit Research and as a Business Analyst Consultant at Bank of America.
From 2001 to 2008, Winnie was the Managing Director and Head of Cash Investments Research at Columbia Management. In this role, they developed and executed credit strategies for a vast portfolio of assets under management. Winnie managed a team of analysts covering various types of securities.
Winnie's early career includes positions as a Principal and Senior Fixed Income Securities Research Analyst at Bank of America Securities Inc., Vice President and Senior Fixed Income Securities Research Analyst at Smith Barney, and Credit Officer responsible for counterparty risk and fixed income research at UBS Securities.
Throughout their career, Winnie has consistently demonstrated their expertise in credit analysis, risk management, and providing valuable insights to institutional investors.
Winnie Cheng, CFA holds a Bachelor of Arts degree in International Relations and East Asian Studies from the University of Pennsylvania. Winnie also pursued an MBA in Finance from the NYU Stern School of Business. Specific start and end years for these degrees were not provided.
Sign up to view 2 direct reports
Get started