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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Victory Capital | Portfolio Manager | Sep 2019 to Apr 2022 | — |
| Victory Capital | Financial Director | Jul 2016 to Sep 2019 | — |
| Braintree | Customer Service Manager | Nov 2012 to Mar 2015 | — |
| Bank of China | Account Manager | May 2005 to Aug 2007 | — |
| Bank of China | Internship Manager | Nov 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)
| 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 |