Jocelyn

Jocelyn

Senior Financial Executive | MBA in Finance & Economics

796 Lorenzo Mountain, 19901, New York, US.

About

Highly accomplished financial executive with an MBA from Columbia University, specializing in Finance and Economics. Proven leader with extensive experience across banking, asset management, family offices (including a top-tier global firm), hedge funds, private equity, and reinsurance. Adept at driving strategic initiatives and optimizing operations within multinational financial institutions, with a strong focus on technology, operations, compliance, risk management, and governance.

Work

Mousse Partners

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Senior Leader (Family Office)

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Summary

Held a key leadership position at Mousse Partners, recognized as one of the top ten global family offices, contributing to strategic financial management and operational excellence.

Highlights

Provided strategic leadership within a top-tier global family office, overseeing significant capital allocation and investment strategies.

Managed complex financial operations and portfolio oversight across diverse asset classes.

Implemented robust governance frameworks to ensure operational efficiency and risk mitigation.

D.E. Shaw

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Senior Leader (Hedge Fund Management)

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Summary

Served in a leadership capacity at D.E. Shaw, a prominent global investment and technology development firm known for its quantitative strategies.

Highlights

Contributed to the strategic direction and operational efficiency within a leading hedge fund.

Drove initiatives focused on technology integration and operational improvements to support trading and investment activities.

Ensured adherence to complex regulatory and compliance standards in a high-stakes financial environment.

JPMorgan Chase & Co.

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Senior Leader (Banking & Asset Management)

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Summary

Held significant leadership roles within JPMorgan Chase, a leading global financial services firm, with responsibilities spanning banking and asset management.

Highlights

Led critical functions across banking and asset management divisions within a multinational financial institution.

Managed and optimized operations, ensuring high standards of efficiency and service delivery.

Developed and enforced compliance and risk management policies to safeguard institutional assets and reputation.

Education

Columbia University

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Master of Business Administration (MBA) Finance and Economics Grade:

Courses

Advanced Corporate Finance

Investment Banking

Econometrics

Financial Markets and Institutions

Risk Management

Languages

English

Native

Mandarin Chinese

Proficient

Skills

Financial Management

Banking, Asset Management, Hedge Funds, Private Equity, Family Office, Reinsurance, Investment Strategies, Capital Allocation.

Leadership & Strategy

Strategic Planning, Executive Leadership, Organizational Development, Team Leadership, Cross-functional Collaboration.

Operations & Technology

Operational Excellence, Process Optimization, Technology Integration, FinTech, System Implementation.

Risk & Compliance

Risk Management, Regulatory Compliance, Governance, Internal Controls, Financial Regulations.