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Gaicd Julia Weng

Gaicd Julia Weng

Portfolio Manager and Analyst at Paradice Investment Management LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Paradice Investment ManagementPortfolio Manager and AnalystJun 2019 to Present
University of SydneyInvestment Committee Member, Student Managed Investment FundMar 2022 to Present
First State SuperAssociate Portfolio ManagerJul 2018 to May 2019
First State SuperSenior Investment AnalystAug 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 BoulangerCo FounderMay 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 StanleyEquity Research AnalystJan 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 GroupQuantitative Analyst - Macquarie Funds GroupJan 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
PricewaterhouseCoopersActuarial ConsultantJan 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)

NameRoleLocation
C
Cody Noel
AnalystDenver, CO , United States
E
Edward Su
Portfolio ManagerDenver, CO , United States
Jake Gallion
Jake Gallion
Global Equities TraderDenver, CO , United States
Paul Mason
Paul Mason
Portfolio ManagerDenver, CO , United States
J
Jason R.
Head of TradingDenver, CO , United States
K
Katherine Webb
AnalystDenver, CO , United States
T
Toby Shute
Portfolio ManagerUnited States