Fixed Income Product Management Analyst at Wellington Management
As a product management analyst in Fixed Income Product Management, Cissy is responsible for the Financial Reserves Management (FRM) suite of investment approaches. She works closely with the investment teams and investment directors to help ensure the integrity of the investment approaches by overseeing portfolio positioning, performance, and risk exposures. She meets regularly with the investment teams, and contributes to developing new products and client solutions and managing business issues such as capacity, fees, and guidelines.
Prior to her current role, Cissy was a Business Associate in the Client Services Group (CSG). Prior to joining Wellington in 2014, Cissy interned at Fidelity Investments, Bain Capital, John Hancock, and the Massachusetts State House.
Cissy received her BS in business administration from Boston University with a concentration in Finance (2014). At Boston University, she served on the executive board of herNetwork (formerly 85 Broads) and the Panhellenic Council. Additionally, she worked as a Career Peer Coach and a Teaching Assistant in Questrom’s Feld Career Center and as a Resident Assistant at 10 Buick Street.
In her free time, Cissy enjoys traveling to new destinations, reading, and running road races.
Financial Markets Analyst at Fidelity Investment
I’m originally from northern Kentucky and attended the University of Kentucky graduating summa cum laude with degrees in Mathematics and Mathematical Economics. I’ve always had an interest and acumen for math but I felt like I needed something more to captivate my attention in a career. Interest in quantitative finance brought me to Boston where graduated with a Master’s of Science in Mathematical Finance from Boston University this past January.
I am currently working with Fidelity Investments as a Financial Markets Analyst within the Financial Markets Group in Corporate Audit. I transitioned into this role from an internship during the summer 2015 within the same group and continued part-time through the fall as I finished my last semester of my graduate program. I’ve really enjoyed the challenges presented to me so far and feel engaged by my responsibilities.
Working as an intern for Fidelity has been my first experience working for a major financial services company; I previously worked as a Process Excellence intern for Xerox Corp. and an Accounting intern for a small specialty chemical company. Through my short 6 months with Fidelity I’ve become acclimated to working for a firm of this size and have enjoyed the day-to-day challenges we take on in order to contribute value and streamline our services.
Prior to joining The Mulligan Djelassi Group, MJ worked with Morgan Stanley Private Bank in the Boston office. In this role she provided clients with advice on their banking, cash management, and lending needs. MJ received a B.S. in Business Administration with concentrations in Finance and International Management from Boston University. She is originally from Peru and currently reside in Brookline, MA.
Portfolio Analyst-Wellington Alternative Investments (WAI)
Vivian is a portfolio analyst in Wellington Alternative Investments (WAI), which is responsible for the business and investment oversight of certain alternative investment strategies managed by Wellington Management. WAI oversees all aspects of these funds, including fund governance, product development, risk management, marketing, operations, and servicing of fund investors. WAI also coordinates the strategy and message around the firm’s full range of alternative investment capabilities. In her role, Vivian works on a wide range of business and investment-related activities including fund analysis and investor servicing. Her primary product focus includes a private equity fund, two sector focused hedge funds, and a contrarian equity long/short hedge fund.
Prior to her current role, Vivian was a business associate in WAI (July 2014 – August 2016). Prior to joining Wellington Management in 2014, Vivian interned at GP Capital Co., Citigroup, and Morgan Stanley Huaxin Securities.
Vivian received her BS in business administration from Boston University with concentrations in Finance and Accounting (2014) and her BA in economics from Boston University (2014).