Karen Song

Karen Song
Investment Manager

Karen has worked in the finance and funds management industries for 8 years, including 5 years (based in New Zealand) with Australia and New Zealand Banking Group (ANZ) and 1 year with Huayu Funds Management, a boutique funds management/private equity firm in China with approximately RMB 1 billion (A$205 million) under management.

While at ANZ Karen held the role of Business Analyst in Institutional Banking, where she was a member of a team dealing with 10,000 high net worth Institutional clients worldwide in connection with the compliance requirements of the New Zealand Financial Market Authority relating to foreign exchange trading. At ANZ Karen also worked in the Private Banking division, where she dealt with high net worth clients regarding their investment and other financial needs and objectives.

At Huayu Karen held the position of fund manager, leading two investment analysts within her team. Her responsibilities in that role included undertaking due diligence and valuations on over 50 projects and shortlisting potential investment targets for investment committee approval, Karen also was involved in the structuring of funds. In her current role of Investment Manager with Pindari Capital, Karen works with and supports the Australia based members of the Pindari team, with a focus on the various Pindari funds under the Australian Government’s Significant Investor Visa scheme.

Karen holds a Bachelor’s degree in Commerce and Administration from Victoria University of Wellington (NZ), a Graduate Diploma in Business Studies (Finance) from Massey University (NZ), and is currently studying towards her Master of Finance degree with Massey. She also holds a certificate from the Asset Management Association of China, and is a CFA Level 2 candidate. Karen is fluent in English, Mandarin and Cantonese.