Catherine K. Tran
About Catherine K. Tran
Catherine K. Tran is a Client Portfolio Analyst at Dodge & Cox in San Francisco, California, with extensive experience in asset management and performance attribution.
Current Role at Dodge & Cox
Catherine K. Tran is currently serving as a Client Portfolio Analyst at Dodge & Cox in San Francisco, California. She began her role in January 2021, where she is engaged in asset management duties, applying her expertise in performance attribution, report writing, and presentation skills. Her work involves the use of Factset, Excel, and Advent products to support clients with their investment strategies.
Previous Experience at Matthews Asia
Before joining Dodge & Cox, Catherine Tran worked for seven years at Matthews Asia as an Attribution Analyst. From 2014 to 2021, she honed her skills in risk and performance attribution, often handling ad hoc analyses, and leveraging her proficiency in Excel and Advent products. Her role included detailed analytical work to support the firm's investment decisions and client reporting.
Past Role at WHV Investments, Inc.
Catherine Tran's career includes a significant tenure at WHV Investments, Inc., where she worked from 2006 to 2013. Starting as a Research Associate, she later supported the portfolio management team as a Portfolio Manager Assistant. During her time there, she developed substantial expertise in research and asset management while gaining familiarity with tools such as Bloomberg, SQL, and VBA.
Education and Expertise
Catherine K. Tran holds a Bachelor’s Degree from the University of California, Berkeley, where she studied American Studies and Integrative Biology. Her academic background provides a diverse foundation that supports her analytical and strategic skills in finance. Catherine is known for her adaptability and goal-focused approach, with strong skills in risk and performance attribution, report writing, and presentation.
Technical Skills and Competencies
Catherine Tran is proficient in using a variety of technical tools that are essential in the finance and investment sectors. She has advanced skills in Factset, Excel, and Advent products, complemented by her familiarity with Bloomberg, SQL, and VBA. Her technical proficiency supports her in conducting detailed risk and performance analyses, as well as effectively communicating insights through reports and presentations.