Teng JIA

Portfolio Manager

Shanghai, China

About

Experience

  • Zheshang Fund Management Co., Ltd. 浙商基金管理有限公司 (9 yrs 2 mos)
    • Chief Equity Investment Officer
      Feb 2023 - Sep 2024 · 1 yr 8 mos

    • Portfolio Manager
      May 2018 - Jan 2023 · 4 yrs 9 mos

    • Research Analyst
      Aug 2015 - Apr 2018 · 2 yrs 9 mos

      Equity analyst

  • Research Analyst at Bosera Asset Management Co.
    Mar 2014 - Jul 2015 · 1 yr 5 mos

    Internet Sector Equity Analyst

  • Summer Research Analyst at Bosera Asset Management Co.
    Aug 2013 - Aug 2013 · 1 mo

    - In-depth research in municipal underground pipe industry, highly regarded by Bosera fund managers and analysts.

  • Summer Research Analyst at CITIC Securities Company Limited
    Jul 2012 - Aug 2012 · 2 mos

    Summer Intern in Research Department, Rotated in Fixed Income Department and IBD - Research: engineering machinery industry. Composed in‐depth research reports in forklift and crane sub-sectors. - Fixed Income: capital intermediary business line daily support. Composed the report of China trust industry. - IBD: TMT business line. Supported the project of business optimization of a large Chinese telecom corporation. Composed part of the M&A pitch book in media industry. Supported other 15 projects in two weeks. - Good performance in mock acquisition pitch in shale gas industry. Prepared a complete M&A pitch book.

  • Analyst at SHANGHAI JIUMING INVESTMENT MANAGEMENT CO., LTD
    Nov 2010 - Jun 2012 · 1 yr 8 mos

    - Screened key industries and firms in China. Covered banking, steel, cement, automobile, machinery, railway industries. Conducted in-depth research on interest rate liberation, raised unique viewpoint against the common market viewpoint. Accurately predicted the change of climate in cement, automobile and railway industries with proper recommendations. - Participated in global stocks, bonds and derivatives analysis. Focused in smartphone, US banking and part of H shares. Continuous study and tracking on smartphone industry, raised forward looking viewpoint, successfully invested in APPLE. - Self-conducted investment analysis and report composing, good performance with recommended investment targets.