Jason Lin
Charlotte
Summary
Results-driven Investment Manager with a strong focus on portfolio management and due diligence. Proven ability in relationship building and risk management, contributing to impactful investment decisions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment Manager
Global Endowment Management
Charlotte
07.2019 - Current
- Sourced, evaluated, and monitored investments for ~$13 billion OCIO firm, primarily in Public Equity and Hedge Fund managers, as well as Private Equity and Real Assets. Led relationships and presented opportunities to internal Investment Committee for approval.
- Managed diligence processes from start to finish, including legal and operational due diligence
- Trained and mentored junior investment professionals, including leading investment team staffing
- Developed risk management and portfolio monitoring tools, including proficiency in Bloomberg and MSCI Barra, utilized for internal and external channels
Education
Bachelor of Science - Commerce
University of Virginia, McIntire School of Commerc
Charlottesville, VA01-2019
Skills
- Portfolio management
- Investment analysis
- Due diligence
- Risk management
- Alternative investments
- Relationship building
- Market research
- Strategy development
- Training and mentoring
- Asset allocation
Certification
Chartered Financial Analyst (CFA) Charterholder
Timeline
Investment Manager
Global Endowment Management
07.2019 - Current
Bachelor of Science - Commerce
University of Virginia, McIntire School of Commerc