Jane Shi

Gestionnaire de Portefeuille-Actions chez Charles Schwab Investment Management, Inc.

Profil

Ms. Jane Shi, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. She is responsible for the day-to-day co-management of the Laudus International MarketMasters Fund and the Laudus Small-Cap MarketMasters Fund.
She joined firm in 2011 as a Research Analyst.
In her current role, she is also responsible for performance attribution and portfolio reporting, as well as making recommendations for tactical portfolio allocations using quantitative models.
She also collaborates with the Sub-Advisor Oversight Team to evaluate and monitor current and new sub-advisors.
Prior to joining the firm, Ms. Shi was a Vice President Investment Analyst at Bailard, Inc. since 2006, where she developed quantitative models for domestic equity and tactical asset allocation strategies, and was also responsible for performance measurement and attribution.
Prior to that, she was a treasury analyst at Sun Microsystems, Inc. She earned a Master of Financial Engineering from the Haas School of Business at the University of California, Berkeley.
She also holds a Master of Science in Computer Science from Loyola University, and in Applied Mathematics from Illinois Institute of Technology.

Postes actifs de Jane Shi

Sociétés	Poste	Début
Charles Schwab Investment Management, Inc.	Gestionnaire de Portefeuille-Actions	01/09/2016

Anciens postes connus de Jane Shi

Sociétés	Poste	Fin
Sun Microsystems, Inc.	Corporate Officer/Principal	-
3com Corp. (Massachusetts)	Corporate Officer/Principal	-
Bailard, Inc.	Analyst-Equity	-

Formation de Jane Shi

Shanghai Jiao Tong University	Undergraduate Degree
University of California, Berkeley	Graduate Degree
Illinois Institute of Technology	Graduate Degree
Loyola University of Chicago	Graduate Degree