James Chen Email & Phone Number
Portfolio Manager @ Cathay Securities Investment Trust 國泰投信
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James Chen Location
- Taiwan
James Chen Work
- Portfolio Manager @ (March 2026 - Present)
- Portfolio Manager @ (January 2025 - February 2026)
- Equity Research Analyst @ (July 2018 - February 2026)
- Management Associate - Investment @ (July 2017 - June 2018)
- Investment Analyst - Chairman’s Office @ (July 2015 - June 2017)
- Analyst @ The Rock Creek Group (November 2014 - April 2015)
James Chen Education
- The Johns Hopkins University
Master of Science (M.S.)
2013-2014 - Yuan-Ze University
Bachelor of Finance
2008-2012
James Chen Skills
- Accounting
- Analysis
- Bloomberg Terminal
- Economics
- English
- Equity Research
- Financial Analysis
- Financial Modeling
- Investment Banking
- Investments
- Management
- Marketing
- Marketing Communications
- Microsoft Excel
- Microsoft Word
- Morningstar Direct
- Portfolio Management
- PowerPoint
- Research
- Team Leadership
- Teamwork
- Valuation
James Chen Summary
- James Chen, based in Taiwan, is currently a Portfolio Manager at Cathay Securities Investment Trust 國泰投信. James Chen brings experience from previous roles at Cathay Life Insurance Co., Ltd. and Far Eastern Group. James Chen holds a 2013 - 2014 Master of Science (M.S.) @ The Johns Hopkins University. With a robust skill set that includes Accounting, Analysis, Bloomberg Terminal, Economics, English and more. James Chen has 2 emails and 1 mobile phone numbers on RocketReach.
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