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Jerry Chan

Jerry Chan

Portfolio Manager at Fifth Lane Capital, LP

New York, NY , United States

About

Jerry Chan is a Portfolio Manager at Fifth Lane Capital, LP, based in New York, NY. In this role, he leads investment strategies and oversees portfolio construction, focusing on delivering optimal risk-adjusted returns for the firm's clients. His responsibilities include sourcing and analyzing investments and managing portfolio risk across targeted asset classes.

Chan specializes in equity investments within public markets, with a particular emphasis on U.S.-listed securities. His expertise lies in quantitative and fundamental analysis, leveraging advanced financial modeling to identify high-potential opportunities within sectors such as technology, healthcare, and consumer discretionary.

Prior to joining Fifth Lane Capital, Chan earned a Bachelor of Business Administration in Finance from Baruch College, New York. He is recognized for his strong quantitative skill set and proficiency in portfolio analytics. His career achievements include building innovative investment models and contributing to the development of data-driven decision-making processes at the firm.

Career History

OrganizationRoleDate RangeDetails
Fifth Lane Capital, LPPortfolio ManagerSep 2022 to Present
Event Driven / Special Sits / Merger Arb
Verition Fund Management LLCAnalystMar 2021 to Mar 2022
Merger Arb / Event Driven
Harvest PartnersVice PresidentAug 2016 to Mar 2021
Structured Capital
Wells Fargo SecuritiesInvestment Banking AnalystJun 2014 to Jun 2016
Financial Sponsors Group

Education

Baruch College

Bachelor of Business Administration (B.B.A.), Finance

2010 2014

Stuyvesant High School

2006 2010

Others at Fifth Lane Capital, LP (2)

NameRoleLocation
R
RJ Moulton
Portfolio ManagerJupiter, FL , United States
H
Haojie JING
Portfolio Manager | DirectorNew York, NY , United States