Portfolio Manager

Jack joined Income Partners’ Hong Kong office in 2018 as a Senior Engineer and an Assistant Portfolio Manager. Jack began his role with automating Rates and Credit models for various portfolio managers, and building technological systems to streamline the investment process. He has since developed models to stress test credits and portfolios under various scenarios. Jack has also developed sensitivity models across all credit portfolios, in addition to the development of quantitative models for China Rates investment. He participates in Investment Committee meetings from quantamental perspectives. He provides valuable insights on investment opportunity discovery, portfolio monitoring and performance attribution analysis through independent and objective analysis.

Jack also manages system development projects including the implementation of big data and artificial intelligence framework and automation of various processes and workflows, especially for macro/rates trend discovery and individual credit screening.

Prior to joining Income Partners, Jack was with Goldman Sachs for 5 years in the credit sales & trading technology where he designed and developed applications and systems for the credit trading front office.

Jack holds a PhD degree in Computer Science from the University of Hong Kong (2013) and both Master and Bachelor degrees in Software Engineering from Northeastern University, China (2009 and 2007, respectively). He was a visiting student in Microsoft Research Asia in 2007. Jack obtained his CFA charter in 2018.


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