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JC

Jie Chen

Portfolio Manager at Victory Capital Management Inc.

United States

About

Jie Chen is a Portfolio Manager at Victory Capital Management Inc., where he is responsible for overseeing portfolio construction, asset allocation, and ongoing management of client investments. His role involves developing investment strategies and making decisions across a broad spectrum of equity and multi-asset portfolios, with a focus on generating consistent, risk-adjusted returns.

Jie Chen has extensive experience in financial management and client services, previously serving as Financial Director at Victory Capital and Customer Service Manager at Braintree. He leverages a strong background in financial analytics and client relationship management within the asset management sector, although public sources do not specify the exact sectors or asset classes he covers in his portfolio management role at Victory Capital.

He holds a Master of Business Administration (MBA) from the University of California, Berkeley, and an undergraduate degree in Economics from Sun Yat-sen University. Jie Chen’s expertise spans investment strategy and financial operations, underpinned by an international perspective and technical proficiency developed through diverse roles in the financial industry.

Career History

OrganizationRoleDate RangeDetails
Victory CapitalPortfolio ManagerSep 2019 to Apr 2022
Victory CapitalFinancial DirectorJul 2016 to Sep 2019
BraintreeCustomer Service ManagerNov 2012 to Mar 2015
Bank of ChinaAccount ManagerMay 2005 to Aug 2007
Bank of ChinaInternship ManagerNov 2004 to May 2005

Education

University of California, Berkeley

Master of Business Administration - MBA, business Administrationt

2009 2011

Sun Yat-sen University

Undergraduate, Economics

Others at Victory Capital Management Inc. (26)

NameRoleLocation
C
Chris Dyer
Director of Fund Administration and President, Victory FundsNorth Ridgeville, OH , United States
C
Cody Perkins
Senior Portfolio Manager - Money MarketsSan Antonio, TX , United States
Jim Albers
Jim Albers
Portfolio Manager and AnalystLoveland, OH , United States
John Dodd
John Dodd
Managing Director, Institutional MarketsNew York, NY , United States
M
Michael Koskuba
Senior Portfolio ManagerNew York, NY , United States
Paul Leung
Paul Leung
Portfolio Manager and Analyst, Growth GroupSan Francisco, CA , United States
P
Pete Carpenter
Senior Portfolio ManagerWellesley, MA , United States
Robert Maneri
Robert Maneri
Research AnalystAvon, OH , United States
S
Steve Bishop
Portfolio ManagerSan Francisco, CA , United States
A
Adam Mezan
Equity Research AnalystBerkeley, CA , United States
Showing 1-10 of 26 team members