Bruce Sun, Cfa
About Bruce Sun, Cfa
Bruce Sun, CFA, is a Desk Analyst in the Special Situations Group at Jefferies, with a background in finance and engineering. He holds an MBA from Columbia Business School and a BS in Electrical/Computer Engineering and Economics from Duke University.
Current Position at Jefferies
Bruce Sun is currently working as a Desk Analyst for the Special Situations Group at Jefferies, a role he has held since 2019. His work is based in the Greater New York City Area. In this position, he is involved in analyzing unique investment opportunities that do not fall within the traditional categories of equity, fixed income, or derivatives. His work requires specialized knowledge to understand complex financial situations and make informed decisions.
Previous Experience at J.P. Morgan
Before his current role at Jefferies, Bruce Sun gained significant experience at J.P. Morgan. He served as an Associate in the U.S. Fixed Income Strategy division from 2012 to 2017. His responsibilities included analyzing fixed income securities and developing investment strategies within the U.S. market. Additionally, he worked as a Sales & Trading Summer Analyst in 2011, where he gained initial exposure to financial markets and trading activities.
Education and Academic Background
Bruce Sun holds a Master of Business Administration (MBA) with a specialization in Value Investing from Columbia Business School, where he attended from 2017 to 2019. He also earned a Bachelor of Science (BS) in Electrical/Computer Engineering and Economics from Duke University, where he studied from 2008 to 2012. His strong academic background provides him with a solid foundation in both technical and financial disciplines.
Professional Experience Before Jefferies
Bruce Sun has accumulated a diverse range of professional experiences. He worked as an Intern at Tishman Capital Partners in 2019 for 4 months. Prior to this, he was a Summer Associate at Cohen & Steers in 2018 for 2 months and a Research Consultant at Coast Capital LLC the same year for 3 months. His early career also included a role as a Research Assistant and a Teaching Assistant at Duke University, showing his involvement in academia alongside professional engagements.
Early Career and Internships
Bruce Sun embarked on his career with a series of internships that gave him practical insights into the finance industry. He interned at Reston Wealth Management in 2010 and worked as a Research Assistant in the Department of Electrical and Computer Engineering at Duke University. Additionally, he served as a Teaching Assistant at Duke University, enriching his skills in both educational and practical settings.