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VY

Valerie Yuen

Analyst and Trader at Longfellow Investment Management Co. LLC

Boston, MA , United States

About

Valerie Yuen is an Analyst and Trader at Longfellow Investment Management Co., LLC, based in Boston, Massachusetts, where she monitors investment opportunities and executes trades to support client portfolios. In her current capacity, she focuses on equity analysis and trading, leveraging her analytical expertise to contribute to the firm's investment process, particularly in U.S. equity and related asset classes.

Prior to her current role, Valerie served in progressive research and trading positions within Longfellow Investment Management, demonstrating a trajectory from Research Analyst to her current Analyst and Trader post. This experience has given her a comprehensive understanding of investment research, portfolio construction, and execution, with an emphasis on finance and consumer services sectors.

Valerie holds an MBA from Boston University's Questrom School of Business, a degree from Columbia University, and a Bachelor of Arts from Smith College. Her international background is further enriched by an International Baccalaureate Diploma from the Canadian International School of Hong Kong, supporting her global perspective and analytical rigor in investment research.

Career History

OrganizationRoleDate RangeDetails
Longfellow Investment Management Co., LLCAnalyst and TraderAug 2023 to Present
Longfellow Investment Management Co., LLCResearch Analyst and TraderNov 2022 to Aug 2023
Longfellow Investment Management Co., LLCResearch AnalystOct 2021 to Nov 2022
IHS MarkitAssociate DirectorDec 2020 to Oct 2021
IHS MarkitSenior Fixed Income Business Development and Strategy AssociateNov 2018 to Dec 2020
IHS MarkitSecuritized Products AnalystAug 2014 to Nov 2018
Lazarus Center for Career DevelopmentPeer AdvisorSep 2013 to May 2014
MAI Wealth Advisors, LLCDividend Strategies InternMay 2013 to Aug 2013
Principal International (Asia) LtdPrincipal Asset Management InternJul 2012 to Aug 2012
Michael Page InternationalHuman Resources InternJun 2012 to Jul 2012
Principal International (Asia) LtdFund Accounting InternJun 2011 to Aug 2011
Canadian International School of Hong KongPeer Typing MentorJan 2009 to Jan 2010

Education

Questrom School of Business, Boston University

Master of Business Administration - MBA

2024 2026

Columbia University

Smith College

Bachelor of Arts (B.A.)

Canadian International School of Hong Kong

International Baccalaureate Diploma, Ontario Secondary School Diploma

Skills & Expertise

PowerPoint
Social Media
Economics
Human Resources
Chinese
See 2+See Less
Bloomberg
Market Research
FactSet
Lipper
Stata
Microsoft Word
Bloomberg Terminal
Program Management
Microsoft Excel
Quantitative Analytics
Reuters
Qualitative Research
Crystal Enterprise
Management
Research
Adobe Creative Suite
Mandarin
Recruiting
Web Components
Linux
Ruby
Scala
HTML
Java
JavaScript
Spring Framework
DART
Software Development

Others at Longfellow Investment Management Co. LLC (15)

NameRoleLocation
Akshay Anand
Akshay Anand
Portfolio ManagerBoston, MA , United States
B
Barbara McKenna
Managing Principal and Portfolio ManagerBoston, MA , United States
Carmen Boscia
Carmen Boscia
ESG StrategistBoston, MA , United States
D
David Stuehr
Principal, Portfolio ManagerWestwood, MA , United States
Heather Meehan
Heather Meehan
Corporate TraderMerrimack, NH , United States
M
Marcos Duque
Analyst and TraderBoston, MA , United States
R
Ryan Nelson
Principal, Portfolio ManagerBoston, MA , United States
Scott Supple
Scott Supple
Portfolio Manager and TraderWhitman, MA , United States
Alan Li
Alan Li
Securitized TraderPhiladelphia, PA , United States
Austin M. Kairnes
Austin M. Kairnes
Portfolio ManagerEast Greenwich, RI , United States
Showing 1-10 of 15 team members

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