Matthew Chan

Director at Morgan Stanley

United Kingdom

About

Experience

  • Morgan Stanley (9 yrs 6 mos)
    • Director
      Jan 2021 - Present · 5 yrs 6 mos

    • Associate
      Jan 2019 - Jan 2021 · 2 yrs 1 mo

    • Analyst
      Sep 2017 - Jan 2019 · 1 yr 5 mos

  • EXS Capital Group (2 yrs 1 mo)
    • Client Services Officer
      Feb 2015 - Dec 2016 · 1 yr 11 mos

      - Portfolio Management - Client Servicing - Superannuation (Rollovers) - Pension - Insurance (HK, Australia, US) - ETF/open end funds research - Due Diligence & KYC - Financial Modeling - Financial Reporting

    • Part Time Clerk
      Dec 2014 - Jan 2015 · 2 mos

      - Filing

  • Intern at EXS Capital Group
    Dec 2013 - Feb 2014 · 3 mos

    - Assist team with financial reporting and client services - KYC

  • Intern at TMF Group
    Dec 2010 - Feb 2011 · 3 mos

    - Trustee Services - Backlog clearance

  • Interpreter at the Australian Education Fair 2010 at AEC Education Consultancy
    Jul 2010 - Jul 2010 · 1 mo

    - Assist the assigned booth