Fengchen Simon Shi

UHNW Portfolio Strategist

Role
Vice President Uhnw Portfolio Strategist at Merrill Lynch
Location
Bellevue, WA, US
LinkedIn followers
500 followers

About Fengchen Simon Shi

Experienced Vice President with a demonstrated history of working in portfolio management. Skilled in Equity and Fixed Income fund due diligence and research. Strong professional with a Master of Business Administration (M.B.A.) focused in Investment Management from UNC Chapel Hill.

Experience

  1. Vice President Uhnw Portfolio Strategist

    Merrill Lynch

    Jan 2025 — Present

Education

  • The Hong Kong University of Science and Technology

    Bachelor of Science (BSc), Economics & Finance

    2006 — 2010

  • The University of North Carolina at Chapel Hill

    Master of Business Administration (MBA)

    2014 — 2016

Skills

  • Business Analysis
  • Investment Banking
  • Equity Research
  • Investments
  • Project Management
  • Capital Markets
  • Financial Modeling
  • Equities
  • Corporate Finance
  • Financial Analysis
  • Valuation

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Fengchen Simon Shi — Vice President Uhnw Portfolio Strategist at Merrill Lynch in Bellevue, WA, US | Unifers