Gaicd Julia Weng
Portfolio Manager and Analyst at Paradice Investment Management LLC
About
Julia Weng, GAICD, is a Portfolio Manager and Analyst at Paradice Investment Management, currently based in Chicago. She plays a key role on the Australian Equities team, where she is responsible for fundamental research, portfolio construction, and the management of investments primarily within the Industrials, Financials, and Healthcare sectors. Her expertise supports the firm in identifying high-quality Australian equities through rigorous analysis and a disciplined investment process.
Julia joined Paradice in June 2019 from Aware Super (previously known as First State Super), where she served as an Associate Portfolio Manager for the Australian equities portfolio. Prior to that, she gained comprehensive experience across both buy-side and sell-side roles at firms such as Morgan Stanley and Macquarie Group, covering a diverse range of sectors. She also contributes to the investment industry as a member of the Investment Committee for the Student Managed Investment Fund at the University of Sydney.
Julia holds a Bachelor of Commerce in Actuarial Science from Macquarie University and is a CFA® Charterholder. She has obtained the GAICD qualification from the Australian Institute of Company Directors and completed a program in Corporate Sustainability Management at the Yale School of Management, reflecting her commitment to responsible and sustainable investing. With over 18 years of financial services experience, Julia is recognized for her analytical acumen and sector expertise, particularly in Industrials, Financials, and Healthcare within the Australian equity market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Paradice Investment Management | Portfolio Manager and Analyst | Jun 2019 to Present | — |
| University of Sydney | Investment Committee Member, Student Managed Investment Fund | Mar 2022 to Present | — |
| First State Super | Associate Portfolio Manager | Jul 2018 to May 2019 | — |
| First State Super | Senior Investment Analyst | Aug 2015 to Jun 2018 | - Equity analyst covering ASX300 Industrials responsible for end to end research and investment process - Analysis and evaluation of private equity co-investments across a range of sectors in Australi... |
| Bon Boulanger | Co Founder | May 2014 to Apr 2016 | Bon Boulanger is an artisan bakery and patisserie specialising in organic sourdough and pastries, operating retail outlets and supplying restaurants and cafes around Sydney. |
| Morgan Stanley | Equity Research Analyst | Jan 2010 to Apr 2014 | - Equity analyst covering the transportation and infrastructure sectors including airlines, railroads, ports, logistics, toll roads and airports - Formulating investment theses and responsible for the... |
| Macquarie Group | Quantitative Analyst - Macquarie Funds Group | Jan 2008 to Jan 2010 | - Research analyst responsible for developing quantitative strategies for global equity funds (index enhanced, long short, thematic) - Assisting with portfolio construction, analysis and management |
| PricewaterhouseCoopers | Actuarial Consultant | Jan 2007 to Jan 2008 | - Specializing in valuation and various projects for the NSW Workers Compensation scheme |
Education
Yale School of Management
Corporate Sustainability Management, Risk, Profit and Purpose
2021 — 2021
Australian Institute of Company Directors
GAICD
2017 — 2017
CFA Institute
CFA
2008 — 2010
Macquarie University
Bachelor of Commerce - BCom, Actuarial Science
2004 — 2006
Others at Paradice Investment Management LLC (7)
| Name | Role | Location |
|---|---|---|
C Cody Noel | Analyst | Denver, CO , United States |
E Edward Su | Portfolio Manager | Denver, CO , United States |
| Global Equities Trader | Denver, CO , United States | |
| Portfolio Manager | Denver, CO , United States | |
J Jason R. | Head of Trading | Denver, CO , United States |
K Katherine Webb | Analyst | Denver, CO , United States |
T Toby Shute | Portfolio Manager | United States |