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
Vice President Uhnw Portfolio Strategist
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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