James Chen
Waltham,MA
Summary
Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Overview
3
3
years of professional experience
Work History
Protfolio Manager
Bentley
Waltham, MA
12.2024 - 12.2025
- Analyzed competitors and market trends to facilitate business growth.
- Coordinated with cross-functional teams to integrate portfolio management with broader financial planning services.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Crafted and revised investment policies to guide portfolio management decisions and actions.
Project Manager
Bentley
Waltham, MA
12.2022 - 12.2024
- Modified project plans when needed to better align with organizational objectives.
- Participated in cross-functional teams responsible for developing innovative solutions for complex problems.
Education
Bachelor of Science - CFA
Bentley University
Waltham, MA06-2026
Skills
- Analyzing investment opportunities
- Developing proposals
- Fixed income investors
- Portfolio lifecycle management
- Annual performance reviews
- Risk rating
- Fundamental analysis
- Data Analytics
- Economic forecasting
Languages
Chinese (Mandarin)
Professional
Timeline
Protfolio Manager
Bentley
12.2024 - 12.2025
Project Manager
Bentley
12.2022 - 12.2024
Bachelor of Science - CFA
Bentley University
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