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Michelle Fan

Michelle Fan

Associate Portfolio Manager at J. Goldman & Co. LP

New York, NY , United States

About

Michelle Fan is an Associate Portfolio Manager at J. Goldman & Co., L.P. in New York, where she plays a key role in portfolio construction and investment decision-making. Her work centers on global equities, with particular expertise in emerging markets and multi-asset strategies, leveraging her analytic background to support the firm's active management mandates.

Prior to joining J. Goldman & Co., she served as a Global Emerging Markets Equity Investment Analyst at BNP Paribas Asset Management, where she covered a diverse range of sectors and regions, and as a Multi-Asset Associate at BlackRock, developing multi-asset portfolio solutions for institutional clients. Her experience spans cross-asset class analysis, global equities, and emerging market investments, reflecting a robust understanding of international financial markets.

Michelle holds a degree from the University of Pennsylvania’s Wharton School, supporting her rigorous analytic and quantitative approach to investment management. She is recognized for her work in equity research, portfolio construction, and contributing to high-performing teams at top-tier asset management firms.

Career History

OrganizationRoleDate RangeDetails
J. Goldman & Co., L.P.Associate Portfolio ManagerJan 2021 to Present
BNP Paribas Asset ManagementGlobal Emerging Markets Equity Investment AnalystJan 2017 to Jan 2021
BlackRockMulti-Asset AssociateJan 2013 to Jan 2017
The Wharton SchoolFinance and Accounting Research AssistantJan 2012 to Jan 2013
The Wharton SchoolManagement Research AssistantJan 2011 to Jan 2012
BlackRockAlpha Strategy Asia Pacific Fundamental Equity Research Summer AnalystJan 2012 to Jan 2012
Union SecuritiesCapital Markets InternJan 2011 to Jan 2011
- Completed road show material and subscription process for 87 private and public companies seeking equity and debt financing in the primary market
The Wharton SchoolFinance and Accounting Research AssistantJan 2012 to Jan 2013
- Collected and consolidated over 10,000 entries of data in the topics of mortgage financing, financial institution financing, gold mining indices, corporate board governance, foreign earning repatria...
The Wharton SchoolManagement Research AssistantJan 2011 to Jan 2012
- Collected, consolidated and analyzed M&A and IPO data to determined the synergy of different exit options for 246 start-up biotech firms from 1981 to 2011

Education

University of Pennsylvania - The Wharton School

Skills & Expertise

Financial Accounting
Strategic Consulting
Alternative Investments
Due Diligence
Fundraising
Fundamental Analysis
Financial Modeling
Derivatives
Microsoft Excel
Corporate Finance
Entrepreneurship
Bloomberg
Start-up Ventures
PowerPoint
Equity Research
Communication
Portfolio Management
Investment Management
Economics
Valuation
BlackRock Aladdin
MBS
Unix Operating Systems
Analysis
Financial Statement
Impact Investing
Strategic Planning
Data Analysis
Fixed Income Portfolio
SQL
Public Speaking
Leadership
Sourcing
Strategy
Microsoft Office
Emerging Markets
Small Cap
Asset Management
Financial Statement Analysis
Stock Picking
Financial Analysis
Research
Start Up Ventures

Others at J. Goldman & Co. LP (42)

NameRoleLocation
Adam Friedman
Adam Friedman
AnalystNew York, NY , United States
A
Adam Zucker
Partner and Portfolio ManagerNew York, NY , United States
Anthony Morra
Anthony Morra
AnalystSetauket- East Setauket, NY , United States
B
Bo Yang
Portfolio ManagerNew York, NY , United States
B
Brett Levy
AnalystNew York, NY , United States
D
Daniel Koch
AnalystDallas, TX , United States
David Mack
David Mack
Partner and Portfolio ManagerBoston, MA , United States
Drew Ronkowitz
Drew Ronkowitz
Portfolio ManagerCedar Grove, NJ , United States
E
Eric Brown
Portfolio ManagerNew York, NY , United States
G
George Wang
Senior AnalystNew York, NY , United States
Showing 1-10 of 42 team members

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