Hong Kong, Hong Kong SAR
Chartered Financial Analyst (CFA) Financial Risk Manager (FRM)
- Provide investment advisory and portfolio review services to ultra-high-net-worth and high-net-worth clients - Generate investment ideas and sales pitches for relationship managers, investment counselors and other product teams - Review and maintain BNPP WM's equity coverage - Coordinate sales campaigns and cross-department collaborations
- Provide investment advisory and portfolio review services to ultra-high-net-worth and high-net-worth clients - Generate investment ideas and sales pitches for relationship managers, investment counselors and other product teams - Review and maintain HSBC PB's equity coverage - Coordinate sales campaigns and cross-department collaborations
- Published research reports on equity strategy, Hong Kong & U.S.-listed Chinese companies, macro-economic analysis and other topics of interest (e.g. fintech development, cryptocurrency) - Reviewed equity research reports written by other analysts in Hong Kong and Shanghai - Built quantitative models and automated text generators, which are well-received by sales and research colleagues - Presented investment ideas to clients and salespersons
- My team managed a US$4 billion global investment portfolio - Generated investment ideas on listed equities, supported by solid fundamental researches & analyses - Generalist with primary focus on financial services, gaming, consumer discretionary and industrial equipment sectors - Covered over 100 companies globally - Coordinated tasks and shared knowledge with teammates from different ethnic backgrounds