About
Valerie Chang is a CFA charterholder and trading analyst at Aristotle Pacific Capital (formerly Pacific Asset Management), based in Newport Beach, CA. In her current role, she assists with trade execution, allocation, analytics, and reporting for the firm’s Bank Loan and Collateralized Loan Obligation (CLO) strategies, working closely with portfolio managers and traders to help implement investment decisions in the leveraged loan and structured credit markets.
Valerie specializes in the bank loan and CLO asset classes, focusing on credit-oriented strategies including leveraged corporate loans and structured products. Her responsibilities revolve around the operational and analytical aspects of trading within these sectors, helping to manage risk and ensure efficient execution in high-performing credit mandates.
She holds dual bachelor’s degrees in economics and business administration with a finance emphasis from Chapman University’s Argyros School of Business and Economics, where she was recognized for her academic and leadership achievements. Prior to joining Aristotle Pacific Capital, Valerie gained experience in financial reporting and investment research through internships, and she is an active member of the CFA Society of Orange County, reflecting her commitment to professional development and industry engagement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pacific Asset Management | Trading Analyst | Oct 2021 to Present | — |
| Pacific Asset Management | Trading Assistant | May 2017 to Oct 2021 | — |
| Global Benefits Group (GBG) | Financial Reporting Intern | Jul 2016 to Mar 2017 | • Utilize Excel PowerQuery and PowerPivot to analyze large amounts of financial data into P&L statements within a 5-person HQ finance and reporting team • Use financial data to generate monthly, quart... |
| Waddell & Reed | Financial Advisor Summer Intern | Jul 2016 to Sep 2016 | • Evaluate various investment opportunities tailored to a specific client’s risk profile and target return • Gain knowledge about financial instruments such as stocks, bonds, ETFs, annuities, mutual f... |
| Chapman University | Microeconomics Supplemental Instructor | Aug 2015 to Sep 2016 | • Conduct weekly 1-2 hour review sessions as a supplemental course to strengthen course concepts • Participate in orientation and mandatory monthly instructor training sessions • Collaborate with prof... |
| Chapman University | Student Tutor | Feb 2015 to Jan 2016 | • Meet one on one with 5 to 6 Chapman students a week to review any questions, go over class material, and prepare for exams • Assisted my students in achieving higher test scores and course grades by... |
| Alpha Kappa Psi | Vice President of Administration | May 2015 to May 2016 | • Document chapter activities and events throughout the year in the Annual Chapter Report • Work closely with Chapman Facilities Management and Events Planning to book rooms and resources for chapter ... |
Education
Chapman University
B.S. Business Administration Emphasis Finance | B.A. Economics
2014 — 2017
Others at Aristotle Capital Boston, LLC (27)
| Name | Role | Location |
|---|---|---|
 | Principal : Portfolio Manager - Global | Los Angeles, CA , United States |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
 | Senior Vice President, Data Management | Los Angeles, CA , United States |
 | Principal, Portfolio Manager | Los Angeles, CA , United States |
 | Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States |
 | High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States |
M Mia Loewinger | Vice President, Corporate Administration | Los Angeles, CA , United States |
M Michael Stevens | Senior Vice President | Boston, MA , United States |
M Miguel Giaconi | Global Research Analyst | Newport Beach, CA , United States |
 | Director, Senior Research Analyst | Sarasota, FL , United States |