shu-yang tan

shu-yang tan

managing director, head of esg investing, senior portfolio manager

About

Managing Director at MacKay Shields

Country

united states

City

new york

Industry

investment management

Skill

fixed income, portfolio management, asset management, bonds, derivatives, high yield, emerging markets, hedge funds, credit analysis, alternative investments, bloomberg, equities, investment management, mutual funds, trading, investments, capital markets, investment strategies, leveraged finance, credit, asset allocation, valuation, equity research, securities, currency

Experience

mackay shields llc

managing director, head of esg investing, senior portfolio manager

mackay shields llc

2010-7 - Present · 16 yrs 3 mos

* Head of ESG Investing, Senior Credit Portfolio Manager within the Global Fixed Income Team. * Set strategy with consideration given to sector, issuer, duration and credit risk exposures. * Manage High Yield Opportunities and Closed End Funds, and Corporate Credit exposures within Core, Core Plus, Unconstrained and Asset Allocation Mandates. * Member of the Investment Policy and Credit Committees. * Head of ESG investments - responsible for ESG investment policy and all aspects of ESG integration.

ubs

senior portfolio manager

ubs

2000-1 - 2010-1 · 10 yrs 1 mo

High Yield Portfolio Manager responsible for setting strategy, sector and issue selection. Head of Credit Research from 2006-2008. Rebuilt a credit analyst team and implemented a standardized credit analysis framework applicable to all sectors. I was also the responsible analyst for the technology, non-cable media, electric utility and power production sectors. Deputy Portfolio Manager and Analyst for High Yield from 2000-2006. Primary back-up to Head of High Yield. Had full coverage of the paper, packaging, metals, mining, technology and electric sectors.

ubs

senior analyst and portfolio manager

ubs

1995-1 - 2003-1 · 8 yrs 1 mo

Portfolio Manager for Asian Debt and Convertible Bond Funds. Responsible for managing Asia x-Japan convertible bond portfolios as well as straight debt portfolios. Developed Asian local currency portfolios using innovative methods to lower transactions costs and liquidity risks.

eaton vance

assistant vice president

eaton vance

1993-7 - 1995-6 · 2 yrs

* Mortgage, Government and Agency portfolio manager * Managed a portfolio of Dollar Bloc countries (Canada, Australia, NZ) sovereign debt * Emerging Market debt analyst

wells fargo

treasury analyst

wells fargo

1990-7 - 1993-7 · 3 yrs 1 mo

Treasury Analyst managing the interest rate risk exposure of the World Savings Bank through the use of interest rate derivatives and swap replication strategies. World Savings was acquired by Wachovia/Wells Fargo.

Education

university of california, berkeley, haas school of business

university of california, berkeley, haas school of business

1986-1 - 1988-1 · 2 yrs 1 mo
york university

york university

computer science

1982-1 - 1986-1 · 4 yrs 1 mo

shu-yang tan's Contact Information

Email

******@***.com

Phone

(**) *** ****

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