Portfolio Management and Strategy Intern @ E. S. Schwartz and Company, Inc. (September 2014 - December 2014)
Performace Analyst @ (March 2016 - January 2022)
Portfolio Analyst @ (June 2014 - May 2015)
Lu Chang Education
Brandeis School of Business and Economics
Master’s Degree (International Economic and Finance)
2013-2015
Xiamen University
Bachelor's degree (Finance)
2009-2013
Taiwan National Sun Yat-sen University
Exchange student (Political Economy)
2011-2012
Lu Chang Skills
Chartered Financial Analyst
Alternative Investments
Portfolio Management
Private Equity
Venture Capital
Due Diligence
Manager Selection
Performance Reporting
Cash Flow Forecasting
Wealth Management
Fund Of Funds
Financial Modeling
Financial Analysis
Corporate Finance
Finance
Bloomberg
Matlab
Stata
Bloomberg Terminal
Microsoft Office
Capital IQ
PowerPoint
Reserves
Economics
Photoshop
Data Analysis
Equities
Equity Research
Microsoft Excel
SQL
Project Management
Analysis
Hedge Funds
Investment Management
Investments
Analytical Skills
Lu Chang Summary
Lu Chang, based in Redwood City, CA, US, is currently a Investment Officer, Private Equity at San Francisco Employees' Retirement System (SFERS). Lu Chang brings experience from previous roles at Kensington Capital Holdings, Massachusetts Pension Reserves Investment Management and E. S. Schwartz and Company, Inc.. Lu Chang holds a 2013 - 2015 Master’s Degree in International Economic and Finance @ Brandeis School of Business and Economics. With a robust skill set that includes Chartered Financial Analyst, Alternative Investments, Portfolio Management, Private Equity, Venture Capital and more. Lu Chang has 3 emails and 3 mobile phone numbers on RocketReach.
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