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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Fifth Lane Capital, LP | Portfolio Manager | Sep 2022 to Present | Event Driven / Special Sits / Merger Arb | 
| Verition Fund Management LLC | Analyst | Mar 2021 to Mar 2022 | Merger Arb / Event Driven | 
| Harvest Partners | Vice President | Aug 2016 to Mar 2021 | Structured Capital | 
| Wells Fargo Securities | Investment Banking Analyst | Jun 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)
| Name | Role | Location | 
|---|---|---|
| RRJ Moulton | Portfolio Manager | Jupiter, FL , United States | 
| HHaojie JING | Portfolio Manager | Director | New York, NY , United States |