Wendy Su

Financial Services

United States

About

Experience

  • Senior Investment Analyst / Investment Associate – Fixed Income & Multi-Asset at JPMorgan Asset Management – Seattle (Middle East Coverage)
    Apr 2020 - Present · 6 yrs 3 mos

    Led and supported fixed income and multi-asset analytics for global institutional and sovereign clients, with primary coverage responsibility for Middle East mandates. Served as a key investment professional supporting multiple Qatar (Doha)-based institutional engagements, including mandate reviews, strategic asset allocation discussions, and long-term capital planning. Designed and presented portfolio stress-testing and risk scenario frameworks, covering: Interest rate shocks Credit spread widening Oil price volatility Geopolitical and regional risk scenarios Acted as the technical investment counterpart in client meetings, independently explaining: Portfolio construction logic Risk governance frameworks Downside protection and drawdown management approaches Coordinated post-meeting analyses and client memoranda, translating investment committee feedback into actionable portfolio insights. Worked closely with portfolio managers, asset allocation teams, and risk functions across global teams while being Seattle-based.