Carol Chan

About Carol Chan

As a seasoned institutional investment executive with a global mindset, I have a proven track record of providing creative solutions for complex problems to meet the long-term objectives of stakeholders. I excel at focusing on the big picture and providing operational excellence. I also specialize in designing, communicating and executing multi-asset class investments for pensions, defined contribution plans, endowments, foundations and other trust assets. I am recognized as a results-oriented, collaborative problem solver, and value cultivating superior relationships such as serving as a trusted business advisor, building diverse, high performing teams and creating strong relationships with colleagues. Finance for me is more than a job. I am passionate about the investment management business and financial literacy such as working with underserved youth interested in becoming future entrepreneurs I also love how the market is always evolving and being able to learn something new every day. Currently, I am the Head of Investments/Chief Investment Officer, Retirement Plans at the IDB Group, providing strategic management for the $8B+ investments in the qualified retirement plans. My experience includes working in a variety of industries including professional service, consulting, travel and leisure, financial services, and financial information. Credentials include CFA, MBA London Business School, BS/BA Wharton School, CIO NextGen and Institutional Investor DEI Leadership Award.Reach out if you are an asset owner interested in exchanging ideas and sharing market insights.Specialties:ASSET/INVESTMENT MANAGEMENT:Investment policy developmentGovernanceAsset allocationInvestment manager due diligence and selection, Operational due diligencePortfolio constructionRisk managementPension risk transferPortfolio analyticsContract negotiationLeadership, mentoring, team buildingFINANCE/TREASURYFinancial modeling - DCF, ROIForecasting and budgetingStrategic planningProcess improvementProject managementSystem implementation

Experience

1. Board Member

   Financial Women\'s Association

   Jan 2023 — Present · New York, NY, US

Education

• London Business School

  MBA, Strategy, Int'l Business

• University of Cambridge

  Cambridge Institute of Sustainability Leadership - Sustainable Finance

• The Wharton School

  BA & BSc, Economics and Accounting

Skills

• Risk Management
• Portfolio Management
• Dynamic Asset Allocation
• Investments
• Business Planning
• Strategic Planning
• Financial Modeling
• Due Diligence
• Strategy
• Financial Analysis