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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| J. Goldman & Co., L.P. | Associate Portfolio Manager | Jan 2021 to Present | — |
| BNP Paribas Asset Management | Global Emerging Markets Equity Investment Analyst | Jan 2017 to Jan 2021 | — |
| BlackRock | Multi-Asset Associate | Jan 2013 to Jan 2017 | — |
| The Wharton School | Finance and Accounting Research Assistant | Jan 2012 to Jan 2013 | — |
| The Wharton School | Management Research Assistant | Jan 2011 to Jan 2012 | — |
| BlackRock | Alpha Strategy Asia Pacific Fundamental Equity Research Summer Analyst | Jan 2012 to Jan 2012 | — |
| Union Securities | Capital Markets Intern | Jan 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 School | Finance and Accounting Research Assistant | Jan 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 School | Management Research Assistant | Jan 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
Others at J. Goldman & Co. LP (42)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Adam Zucker | Partner and Portfolio Manager | New York, NY , United States |
| Analyst | Setauket- East Setauket, NY , United States | |
B Bo Yang | Portfolio Manager | New York, NY , United States |
B Brett Levy | Analyst | New York, NY , United States |
D Daniel Koch | Analyst | Dallas, TX , United States |
| Partner and Portfolio Manager | Boston, MA , United States | |
| Portfolio Manager | Cedar Grove, NJ , United States | |
E Eric Brown | Portfolio Manager | New York, NY , United States |
G George Wang | Senior Analyst | New York, NY , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |