Helena Scholz has been a Portfolio Manager at Hgk Asset Management, Inc. since 2019. Furthermore, this professional has on-the-job experience at more than six companies using similar skills. Helena has a total work experience of 11+ years. Helena Scholz studied at the Cfa Institute to 2010. Helena has the following certificates: Chartered Financial Analyst (Cfa) Charterholder, Cipm Certificant Holder (Certificate In Investment Performance Measurement), and Cfa Institute. Currently this professional lives in Mountainside, New Jersey region. You can find this expert's current e-mail and phone through our search.
Name variants:
Helen Scholz
Last updated May 20, 2024
Contact Information
Last Update
Jul 8, 2022
Email
hl**@gmail.com, ga**@msn.com, hl**@hotmail.com
Location
Mountainside, NJ
Company
Workplace
Portfolio Manager
Jersey City, NJ
Industry
Investment Management, Investment Advisory Service
Colleagues
Work History
Portfolio Manager
525 Washington Blv, Jersey City, NJ
Co-Portfolio Manager responsible for security selection for the Small Cap Value strategy -Senior Research Analyst responsible for security analysis for the Large Cap Value strategy
from Mar 2019
Vice President
525 Washington Blv, Jersey City, NJ
Product Specialist for Small Cap Value and Large Cap Value strategies -Sales and marketing of equity, international, and fixed income products across the institutional investor space
Jul 2016 — Feb 2019
Research Analyst, Equities
525 Washington Blv, Jersey City, NJ
Researched securities of target industries and companies to provide investment recommendations
Collected and interpreted company data to facilitate recommendations
Developed and wrote res...
Sep 1, 2010 — Jun 2016
Senior Investment Performance Analyst
525 Washington Blv, Jersey City, NJ
Responsible for investment performance measurement, attribution, and analysis -Extensive knowledge of GIPS (Global Investment Performance Standards)
Jul 2009 — Dec 2010
Investment Performance Analyst
525 Washington Blv, Jersey City, NJ
Investment performance measurement, attribution, and analysis. GIPS (Global Investment Performance Standards)
Jun 2008 — Jun 2009
Business Strategy and Operations Intern
208 south Akard St, Dallas, TX 75202
Worked to display infiltration and success levels of international markets
Assisted in identifying current and prospective global clients/companies with the largest income
potential, crea...
May 2007 — Aug 2007
Education
Occupations
Financial Broker
Portfolio Manager
Executive
Manager
Security
Scientist
Research Analyst
Vice President
Marketer
Product Specialist
Investor
Investment Analyst
Financial Analyst
Operations Manager
Research Assistant
Survey Researcher
Chief Executive
Marketing Manager
Skills
Equity Research
Equities
Asset Management
Bloomberg
Fixed Income
Analysis
Investments
Valuation
Alternative Investments
Financial Modeling
Gips
Performance Appraisal
Performance Measurement
Performance Metrics
Investment Performance
Capital Markets
Securities
Financial Analysis
Portfolio Management
Microsoft Excel
Microsoft Office
Attribution
Investor Relations
Performance Attribution
Finance
FAQs about Helena Scholz
What is the main profession of Helena Scholz?
Helena Scholz is a Portfolio Manager.
What jobs is Helena proficient at at?
The expert is proficient at such jobs as Financial Broker and Portfolio Manager.
Where is Helena Scholz currently located?
The professional is currently located in Mountainside, New Jersey.
Does Helena Scholz have the email address?
hl**@gmail.com and ga**@msn.com is Helena's email address.
Where did Helena Scholz work?
Helena Scholz worked at Hgk Asset Management, Inc., Hgk Asset Management, Inc..
What education does Helena Scholz have?
Helena studied at the Cfa Institute to 2010.
What are the certifications of Helena Scholz?
The professional received the following certifications: Chartered Financial Analyst (Cfa) Charterholder, Cipm Certificant Holder (Certificate In Investment Performance Measurement), and Cfa Institute.
Are there any industries, that Helena Scholz is connected to?
Helena Scholz works in Investment Management industry.