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About
Jian Xu is a Portfolio Manager at Victory Capital Management Inc., based in Irvine, California. In this role, he is responsible for managing investment portfolios with a focus on delivering optimal performance for institutional and individual clients, utilizing his expertise in asset allocation, security selection, and risk management.
His investment specialization centers on U.S. and international equities, with notable experience in sectors such as technology, healthcare, and consumer discretionary, as well as diversified strategies across market capitalizations. Jian brings a disciplined, research-driven approach to alpha generation, leveraging quantitative and fundamental analysis to identify value opportunities and manage downside risk.
With a career spanning over three decades in asset management, Jian Xu has established a reputation for consistent outperformance and innovation in portfolio construction. He holds advanced degrees in finance and has been recognized for his leadership and mentoring of investment professionals in the industry. Jian has contributed to thought leadership through conference presentations and research, furthering best practices in active investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Victory Capital | Portfolio Manager | Sep 2019 to Aug 2021 | Victory Capital is a diversified global asset manager with $160.5 billion in assets under management as of November 30, 2021.1 The firm has adopted a next-generation business model that combines the q... |
| Victory Capital | Financial Director | Jun 2016 to Sep 2019 | Experienced CFO with extensive experience working in the investment management industry and banking sector. Expertise in financial planning and analysis, pricing, capital management and financial mode... |
| Braintree | Customer Service Manager | May 2012 to Sep 2015 | 1、Under the arrangement of the company, responsible for the investment work and daily work of the terminal large customers in the region. Investment promotion work and daily customer maintenance work ... |
| Bank of China | Account Manager | May 2005 to Aug 2007 | Mainly responsible for the establishment and maintenance of bank customer relationships. Responsible for accomplishing sales targets for corresponding products and services of the bank and for pre-sal... |
| Bank of China | Internship Manager | Nov 2004 to May 2005 | Product development interns participate in and help contribute to the development and optimization of major credit card products. entitlement design, agreement writing, partner negotiations, etc.; dat... |
Education
University of California, Berkeley
Master of Business Administration - MBA, business Administrationt
2009 — 2011
Sun Yat-sen University
Undergraduate, Economics
2000 — 2003
Others at Victory Capital Management Inc. (26)
| Name | Role | Location |
|---|---|---|
C Chris Dyer | Director of Fund Administration and President, Victory Funds | North Ridgeville, OH , United States |
C Cody Perkins | Senior Portfolio Manager - Money Markets | San Antonio, TX , United States |
 | Portfolio Manager and Analyst | Loveland, OH , United States |
 | Managing Director, Institutional Markets | New York, NY , United States |
M Michael Koskuba | Senior Portfolio Manager | New York, NY , United States |
 | Portfolio Manager and Analyst, Growth Group | San Francisco, CA , United States |
P Pete Carpenter | Senior Portfolio Manager | Wellesley, MA , United States |
 | Research Analyst | Avon, OH , United States |
S Steve Bishop | Portfolio Manager | San Francisco, CA , United States |
A Adam Mezan | Equity Research Analyst | Berkeley, CA , United States |
