Jane Shi, CFA

Portfolio Manager

Jane Shi is a Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). She is responsible for the day-to-day co-management of the Laudus International MarketMasters Fund. This includes performance attribution and portfolio reporting, as well as making recommendations for tactical portfolio allocations using quantitative models. Ms. Shi also collaborates with the CSIM Sub-Advisor Oversight Team to evaluate and monitor current and new sub-advisers.

Ms. Shi joined CSIM in 2011 as a research analyst. Prior to CSIM, Ms. Shi was a vice president investment analyst at Bailard, Inc. where she developed quantitative models for domestic equity and tactical asset allocation strategies, and was also responsible for performance measurement and attribution. Prior to that, she was a treasury analyst at Sun Microsystems, Inc.

Ms. Shi earned a Master of Financial Engineering from the Haas School of Business at the University of California, Berkeley. She also holds a Master of Science in computer science from Loyola University and a Master of Science in applied mathematics from Illinois Institute of Technology. She is a CFA® charterholder.