Vivian Sze, Cfa
About Vivian Sze, Cfa
Vivian Sze is a Principal of Global Product Strategy at Apollo Global Management, Inc., with a CFA designation and extensive experience in investment management and financial analysis. She has worked in various roles across leading financial institutions, focusing on fixed income products in both retail and international markets.
Work at Apollo
Currently, Vivian Sze serves as Principal of Global Product Strategy at Apollo Global Management, Inc. She has been in this role since 2023, focusing on strategic initiatives within the organization. Prior to this position, she worked as Director of Global Product Innovation at Apollo from 2021 to 2023. This transition marked a shift from a focus on product innovation to a broader strategic role, leveraging her extensive experience in financial products.
Education and Expertise
Vivian Sze holds a Bachelor of Science (B.S.) degree in Finance, Management, and Organizations from NYU Stern School of Business, where she studied from 2011 to 2015. She also possesses the Chartered Financial Analyst (CFA) designation, which signifies her expertise in investment management and financial analysis. Her educational background supports her professional roles in product management and strategy.
Background
Vivian Sze's professional journey includes significant roles at leading financial institutions. She began her career as a Summer Intern at AllianceBernstein in 2014. Following this, she held various positions at AllianceBernstein, including AVP, Product Manager for Fixed Income (International Retail) from 2016 to 2019, and Client Group Rotational Associate from 2015 to 2016. She also worked at Goldman Sachs as Vice President in Product Strategy & Innovation (Global Retail) and later as Vice President, Product Manager for Fixed Income (US Retail) from 2019 to 2021.
Achievements
Vivian Sze has a strong track record in product management and innovation across multiple financial institutions. Her roles have involved significant contributions to fixed income products in both retail and international markets. Her expertise in these areas has been recognized through her advancement to leadership positions, including her current role at Apollo Global Management.