Jacqueline Peng
Los Angeles
Summary
Investment-oriented financial professional with 3+ years at Merrill Lynch advising on asset allocation, portfolio construction and market positioning across diversified client portfolios. Columbia University Financial Economics graduate seeking to build a long-term career in institutional asset management and multi-asset portfolio strategy. Experience across equities, fixed income and alternative investments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch Wealth Management
Los Angeles, CA
09.2022 - Current
- Joined Merrill Lynch through advisor development program and progressed into a portfolio-focused advisory role supporting asset allocation, portfolio construction and investment strategy discussions.
- Construct and monitor multi-asset portfolios across equities, fixed income and alternative investments
- Provide asset allocation recommendations based on macro and market analysis
- Communicate market outlook and portfolio positioning to clients
- Utilize ETFs, fixed income and alternative strategies in portfolio construction
- Monitor macro and market developments and translate views into portfolio positioning
- Support portfolio rebalancing and tactical allocation adjustments
- Collaborate on portfolio strategy, allocation decisions and investment positioning
Education
B.A. - Financial Economics
Columbia University
05-2022
Skills
- Portfolio Construction
- Portfolio Analytics
- Asset Allocation
- Investment Analysis
- Market Analysis
- Market Monitoring
- Risk Assessment
- Performance Review
- Equities Fixed Income Alternatives
- Excel (Financial Analysis)
- Languages: Mandarin (Native), Cantonese (Native), English (Fluent)
Websites
Certification
FINRA Series 7
FINRA Series 66
Timeline
Financial Solutions Advisor
Merrill Lynch Wealth Management
09.2022 - Current
B.A. - Financial Economics
Columbia University