Sandy Chac

Bachelor's

Economics

Accounting

Finance

DWS Group

Junior Portfolio Manager

• Provide clients with monthly and quarterly reporting regarding market backdrop changes and portfolio performance. • Provide relative value analysis for new issuances entering the investment grade credit market. • Assist with monitoring spread and duration risk for institutional client portfolios. • Build reports for weekly credit meetings with traders and analysts regarding sector preferences and relative value recommendations. • Constructing model portfolios for incoming clients according to their mandates (i.e. target yield, risk tolerance, etc.). • Maintain relationships with brokers and clients via email and in-person events.