Michelle Cheng, CFA, FRM

Reviewer
DISC Type : Ci

Director of Risk at Axonic Capital

New York, New York, United States

Overview

Michelle is the Director of Risk at Axonic Capital, bringing over eight years of experience in risk management. She specializes in overseeing liquidity, leverage, and portfolio targets, utilizing data-driven assessments and scenario stress testing. Michelle holds CFA, FRM, and CAIA charters and earned her BBA from Georgia State University.

Outside of her direct role, Michelle is an active member of the professional finance community. She engages with organizations like the CFA Society Atlanta, indicating a passion for networking and staying connected with industry peers in the local financial ecosystem.

Unique fact: During the COVID-19 market turmoil, she developed a daily snapshot for financing, valuation, and liquidity to identify early warning signs.

Personality Overview

Persuasive & Assertive

Informal Yet Blunt

Challenger

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Holistic Risk Management
Her experience covers liquidity, leverage, portfolio targets, and derivative risk assessment across various investment strategies.
Data-Driven Decisions
She focuses on enabling data-driven decisions through detailed assessments, scenario stress testing, and custom reporting tools.
Regulatory Compliance
She has hands-on experience managing the implementation of SEC regulations, such as liquidity rule 22e-4.

Media Appearances

Michelle has no verified media appearances

Work History

2-2024
Director of Risk at Axonic Capital
1-2021 - 2-2024
Risk Manager at Axonic Capital
9-2020 - 1-2021
Risk Manager at Angel Oak Capital Advisors, LLC
3-2018 - 9-2020
Senior Risk Management Analyst at Angel Oak Capital Advisors, LLC
7-2015 - 3-2018
Risk Management Analyst at Angel Oak Capital Advisors, LLC

Education

2010 - 2014
Bachelor of Business Administration from Georgia State University - J. Mack Robinson College of Business

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York, New York, United States Job Level : Mid-senior Designation : Director of Risk at Axonic Capital
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Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Michelle

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Michelle move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Michelle take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Michelle

Personality Compatibility


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