Sina Chang
Senior Asset Allocation Strategist @ Russell Investments
About
Passionate about macro forecasting, asset allocation, and quantitative finance research. With a blend of accounting expertise from PwC and advanced financial engineering skills from UCLA’s MFE program, I joined Russell Investments as an Asset Allocation Strategist.Our team aims to create and manage investment strategies that help people achieve their financial goals, working through financial advisors and DC plans. We produce annually updated strategic model portfolios, glidepaths, and dynamic investment strategies that flow into live portfolios. Additionally, we conduct research on a wide range of asset allocation topics.
United States
Greater Seattle Area
Financial Services
Valuation, DCF Valuation, Due Diligence, Allocations, Attention to Detail, Market Risk, Hedging, Cluster Analysis, Modeling, Applied Mathematics, Research Skills, Teamwork, Balance Sheet Review, Monte Carlo, Investment Performance, Oral Communication, Asset Modeling, Statistical Analysis, Portfolio Optimization, Monte Carlo Simulation
Experience
Senior Asset Allocation Strategist
Russell Investments
Seattle, WA
Asset Allocation Strategist
Russell Investments
Seattle, WA
Wealth Management Intern
Refresh Investments LLC
Los Angeles, California, United States
Senior Tax Consultant
PwC
• Designed financial blueprints for 50+ HNW clients, handling cross-country assets, bolstering overseas business ventures, and realizing a 15% growth in client asset values alongside optimized asset transfers. • Crafted financial strategies to enhance cash flow and retirement outlook, reducing effective taxes by 15%. • Established collaborations with premier global trust firms, honing asset configurations using specialized tax advisories and custom investment proposals to curtail risks.
Associate Auditor
PwC
Taipei City, Taiwan
• Audited more than 15 companies, including capital management companies, funds, Taiwan’s largest Nor Flash distributor, logistics, biotech industry, and notebook manufacturers. • Identified and analyzed clients’ financial risk by understanding the entity and the environment, testing impairment of assets, and implementing analytical procedures.
Education
UCLA Anderson School of Management
Financial engineering
National Cheng Kung University
Accounting
Sina Chang's Contact Information
Phone
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