Jasmine Shen, CFA
Senior Research Analyst – Core Equity
Jasmine Shen is a Senior Research Analyst for the core equity strategy. In this role she researches companies and identifies investment opportunities that can drive long-term portfolio growth. She loves learning about diverse business models and distilling the information into actionable insights.
Prior to joining Osterweis Capital Management in 2024, Jasmine was an Investment Analyst on the event-driven team at Farallon Capital. Before that, she was an Investment Research Associate on the quality value equity team at Wellington Management.
Jasmine graduated summa cum laude from Northwestern University with a B.A. in Mathematical Methods in Social Sciences and Economics, and a third major in Statistics, Phi Beta Kappa, and with interdisciplinary honors. She holds the CFA designation and is a member of the CFA Society of San Francisco. Outside of work, Jasmine enjoys going to climbing gyms and hot yoga.