Profil
Ms. Jacqueline Wu is a Vice President at First Principles Capital Management LLC.
She has over 13 years of structured finance, alternative investments and financial advisory experience.
Since joining FPCM in 2013, she has worked in the structured and alternative investments group wherein she has focused on building esoteric products through analysis of legal structures, modeling returns and cash flows, and marketing to potential investors.
Prior to joining FPCM, Ms. Wu worked at Sevara Partners, a boutique investment bank focused on M&A, capital raising and portfolio restructuring for financial institutions.
Before Sevara, she worked at PricewaterhouseCoopers, in the Advisory – Forensic Services group where she specialized in accounting fraud investigation and litigation.
Ms. Wu earned her Bachelor in Business Administration degree from the Ross School of Business at the University of Michigan.
Anciens postes connus de Jacqueline Wu
| Sociétés | Poste | Fin |
|---|---|---|
First Principles Capital Management LLC
First Principles Capital Management LLC Investment ManagersFinance FPCM has a solutions-oriented approach which allows them to tailor the investment management process for each portfolio, taking into account the investment objectives and guidelines established for each client. Proprietary research is important to their investment process. Portfolio managers and analysts perform their own fundamental credit, interest rate/curve, prepayment, and other structural analysis. Each investment process starts with a top-down view of relative value of all sectors or sub-sectors permitted in the investment guidelines. The bottom-up process evaluates risk inherent in each security prior to purchase. | Portfolio Manager-Fixed Income | 01/08/2015 |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Sevara Partners LLC
Sevara Partners LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Jacqueline Wu
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Entreprise privées
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Entreprises liées au 1er degré
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| Entreprise privées | 4 |
|---|---|
Sevara Partners LLC
Sevara Partners LLC Investment ManagersFinance Provides investment advice | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Principles Capital Management LLC
First Principles Capital Management LLC Investment ManagersFinance FPCM has a solutions-oriented approach which allows them to tailor the investment management process for each portfolio, taking into account the investment objectives and guidelines established for each client. Proprietary research is important to their investment process. Portfolio managers and analysts perform their own fundamental credit, interest rate/curve, prepayment, and other structural analysis. Each investment process starts with a top-down view of relative value of all sectors or sub-sectors permitted in the investment guidelines. The bottom-up process evaluates risk inherent in each security prior to purchase. | Finance |
Pricewaterhousecoopers LLC |
















