Kai Teng is a highly qualified expert, working in Franklin Templeton Investments as a Senior Investment Risk Analyst from 2018. This person gained professional experience in more than four positions at different companies. Kai Teng went to the Drexel University and received education from 2008 to 2010. This expert has such professional qualifications as Completed Cfa Level Iii, Cfa, and Frm. Chicago, Illinois is the area, where this person was known to be living. This person's phone number and email are easily accessed through this website by request.
Name variants:
Kai Teng
Last updated May 30, 2024
Contact Information
Last Update
Jul 9, 2022
Email
kt**@drexel.edu
Location
Chicago, IL
Company
Workplace

Colleagues
Work History
Investment Analyst at Sage Financial Group
300 Barr Harbor Dr, Conshohocken, PA 19428
Privately Held
11-50 employees
Financial Services industry
Jan 1, 2011 — Jun 2016
Intern and Accounting Department and International Business Department
Public Company
10,001+ employees
Banking industry
Jul 2008 — Aug 2008
Intern and Operations Department
Participated in a collaborative project and won the bid among 27 competitors for a government contract for a tax-controlling POS service platform. Created charts for the bidding materials ...
Jul 2007 — Aug 2007
Education
2008 — 2010
2008 — 2010
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Financial Broker
Investment Analyst
Analysts
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Skills
Investment Management
Asset Allocation
Portfolio Management
Investments
Financial Modeling
Alternative Investments
Investment Advisory
Wealth Management
Due Diligence
Data Analysis
Portfolio Performance Analysis
Financial Analysis
Mutual Funds
Valuation
Risk Management
Capital Markets
Equities
Performance Reporting
Fixed Income
Market Research
Financial Market Research
Analysis
Finance
Microsoft Office