Profile
Mr. Jacob Tran is a Portfolio Analyst at Ethical Partners Funds Management Pty Ltd.
He is responsible for investment operations functions in the business.
He has seven years of experience in financial services across various roles within funds management.
Mr. Tran Jacob was most recently at Alliance Bernstein as an Associate in their Portfolio Management Group and prior to that was at Perpetual as an analyst in their Investment Operations team.
Jacob Tran active positions
| Companies | Position | Start |
|---|---|---|
Ethical Partners Funds Management Pty Ltd.
 Ethical Partners Funds Management Pty Ltd. Investment ManagersFinance Ethical Partners Funds Management Pty Ltd. is an Australian boutique fund manager that focuses on performance and ethical investing. The private company is based in Sydney, Australia. The Australian company's Ethical Partners Tatrai Giving Fund aims to support children, families, and youth in need. The company controls risk through individual company research and its proprietary Ethical Partners Operational Risk Assessment (EPORA). The company actively advocates for change and offers the Ethical Partners Australian Share Fund, a unit trust open to institutional, professional, and sophisticated investors. The company was founded in 2017 by Matthew Nacard and Nathan Parkin, with Matthew Nacard serving as the CEO since then. | Analyst-Equity | 28/02/2019 |
Former positions of Jacob Tran
| Companies | Position | End |
|---|---|---|
AllianceBernstein Australia Ltd.
 AllianceBernstein Australia Ltd. Investment ManagersFinance AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors. | Corporate Officer/Principal | 28/02/2019 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Ethical Partners Funds Management Pty Ltd.
Ethical Partners Funds Management Pty Ltd. Investment ManagersFinance Ethical Partners Funds Management Pty Ltd. is an Australian boutique fund manager that focuses on performance and ethical investing. The private company is based in Sydney, Australia. The Australian company's Ethical Partners Tatrai Giving Fund aims to support children, families, and youth in need. The company controls risk through individual company research and its proprietary Ethical Partners Operational Risk Assessment (EPORA). The company actively advocates for change and offers the Ethical Partners Australian Share Fund, a unit trust open to institutional, professional, and sophisticated investors. The company was founded in 2017 by Matthew Nacard and Nathan Parkin, with Matthew Nacard serving as the CEO since then. | Finance |
AllianceBernstein Australia Ltd.
AllianceBernstein Australia Ltd. Investment ManagersFinance AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors. | Finance |
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