Profil
Julie A. Schoening worked as a Portfolio Manager of Emerging Markets Debt at UBS Asset Management (Americas) LLC.
She also held positions as a Global Sovereign Strategist at Eaton Vance Management, a Global Macro Analyst at Deephaven Capital Management LLC, a Broad Markets Strategist at Morgan Stanley Investment Management, Inc., a Senior International Fixed Income Analyst at Principal Global Investors LLC, a Sovereign Analyst at AEGON U.S.A. Investment Management, Inc., and a Research Analyst at JPMorgan Chase Bank, NA (New York).
Ms. Schoening completed her graduate degree at The Trustees of Columbia University in The City of New York and her undergraduate degree at Carleton College.
Anciens postes connus de Julie Schoening
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Stratège de marché | 01/01/2023 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Stratège de marché | - |
JPMorgan Chase Bank, NA (New York)
JPMorgan Chase Bank, NA (New York) Major BanksFinance Operates as an national bank that provides consumer and commercial banking services | Corporate Officer/Principal | - |
AEGON U.S.A. Investment Management, Inc.
AEGON U.S.A. Investment Management, Inc. Investment ManagersFinance AEGON investments are comprised primarily of bonds, with remaining assets invested in commercial mortgage loans, alternative investments and equities. The firm seeks to identify unrecognized growth potential in markets and individual stocks through a combination of active top-down and bottom-up analysis. Their investment process employs fundamentally driven research that is supported by quantitative analysis which results in the screening and ranking of markets and stocks and consistent implementation across portfolios. Though not limited by sector, the firm tends to invest in the stocks of small-cap and mid-cap companies in the finance, utilities, technology services and non-energy minerals sectors. AEGON maintains a low turnover rate. | Corporate Officer/Principal | - |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Corporate Officer/Principal | - |
Formation de Julie Schoening
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 9 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Finance |
Deephaven Capital Management LLC
Deephaven Capital Management LLC Investment ManagersFinance Deephaven employs a market neutral investment strategy focused on preserving capital for its investors. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AEGON U.S.A. Investment Management, Inc.
AEGON U.S.A. Investment Management, Inc. Investment ManagersFinance AEGON investments are comprised primarily of bonds, with remaining assets invested in commercial mortgage loans, alternative investments and equities. The firm seeks to identify unrecognized growth potential in markets and individual stocks through a combination of active top-down and bottom-up analysis. Their investment process employs fundamentally driven research that is supported by quantitative analysis which results in the screening and ranking of markets and stocks and consistent implementation across portfolios. Though not limited by sector, the firm tends to invest in the stocks of small-cap and mid-cap companies in the finance, utilities, technology services and non-energy minerals sectors. AEGON maintains a low turnover rate. | Finance |
Carleton College
Carleton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Chase Bank, NA (New York)
JPMorgan Chase Bank, NA (New York) Major BanksFinance Operates as an national bank that provides consumer and commercial banking services | Finance |
















