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About
Roger Tan is an Investment Analyst at Keystone Investors, where he is responsible for assessing and recommending investment opportunities across public and private markets. His expertise lies in conducting fundamental research and financial analysis on equities and alternative assets, delivering sector insights for client portfolios and firm-wide investment strategies.
He has a strong background in equity research, having previously served as Research Analyst at Yude Asset Management and Equity Research Analyst at JT Asset Management. At these firms, Roger specialized in the technology, industrials, and consumer discretionary sectors, developing proprietary valuation models and publishing industry outlooks for institutional clients.
Roger holds dual MBAs from Cornell University and Tsinghua University, as well as a Bachelor of Social Science in Economics from the University of Ottawa. He is recognized for his rigorous approach to investment analysis and cross-market expertise in equities and alternatives, with a focus on technology-driven and emerging market opportunities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Keystone Investors | Investment Analyst | Aug 2025 to Present | Long/short equties Semis, hardware and telecom sectors |
| Yude Asset Management | Research Analyst | May 2023 to Jun 2025 | — |
| JT Asset Management | Equity Research Analyst | Jul 2020 to May 2023 | — |
| CDH Investments | Mezzanine Investment Team | Jan 2020 to Jun 2020 | — |
Education
Cornell University
Master of Business Administration - MBA, Business Administration and Management, General
Tsinghua University
Master of Business Administration - MBA, Finance, General
University of Ottawa
Bachelor of Social Science, Economics
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