Roy Fan
About Roy Fan
Roy Fan serves as the Manager of Front/Middle Office Advisory & Data Strategy at Lionpoint Group, where he has worked since 2020. He has a strong background in alternative investments and data strategy, supported by his education from New York University and Baruch College.
Work at Lionpoint Group
Roy Fan has been employed at Lionpoint Group since 2020, serving as the Manager of Front/Middle Office Advisory & Data Strategy. In this role, he focuses on optimizing business operations and adopting new processes specifically for alternative investments. His responsibilities include conducting internal team training and providing education on alternative investments, as well as designing portfolio reporting and analytics to enhance investment insights.
Education and Expertise
Roy Fan studied at New York University, where he focused on Real Estate Finance and Investments, achieving Professional Studies from 2008 to 2009. He also holds a Bachelor of Business Administration from Baruch College, where he studied Finance and Applied Mathematics from 2002 to 2007. His expertise lies in business operation optimization, data strategy, and technology landscape assessments, particularly in the context of alternative investments.
Professional Background
Prior to his current role, Roy Fan held several positions in the finance and consulting sectors. He worked as a Business Analyst at The Burgiss Group, Inc. from 2007 to 2011, focusing on private equity and real assets. He then served as a Business Consultant at iLevel Solutions from 2011 to 2015. Following this, he was employed at APG as Portfolio Monitoring and Reporting for Global Private Equity from 2015 to 2018. He also worked at PwC as a Manager in AWM Advisory from 2018 to 2020.
Internship Experience
Roy Fan began his career with an internship at Horizon Blue Cross Blue Shield of New Jersey in 2005, where he worked as an Actuarial Intern for four months. This early experience provided him with foundational knowledge in the financial sector, contributing to his subsequent roles in business analysis and consulting.