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Alexander M. is a seasoned finance professional with a strong background in trading, investment, and financial analysis. He holds a Chartered Financial Analyst (CFA) designation and has experience working with top-tier financial institutions, including HSBC and Interactive Brokers. He has also worked as a sales trader at Hex Trust, a self-employed trader, and a co-founder of FluentUp. He is proficient in multiple languages, including English, Italian, French, Spanish, Chinese, and has a strong understanding of financial markets and instruments.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2015
    - Apr, 2026

Experience

    • Hong Kong
    • Financial Services
    • 100 - 200 Employee
    • Sales Trader
      • Oct 2023 - Present

      OTC spot and managed/best execution across crypto markets, for institutional and HNW investors. Delivering best pricing and tailored servicing through a full suite of order types (including algo-based), consistently optimising for price, volume, liquidity and specific trade requirements.Facilitating hedging, lending solutions and OTC block dealsI write the trading desk's weekly publication "The Weekly Market Pulse" and focus on delivering market-related client communication, combining fundamental narratives, technical analysis and macro.

    • Sales Trader
      • Apr 2023 - Sep 2023

  • Self-employed
    • Hong Kong SAR
    • Independent Trader
      • Jan 2020 - Mar 2023
      • Hong Kong SAR

      Discretionary rules-based approach to setups/strategies. Professional knowledge of technical/inter-market analyses, market structure/internals, tape reading, order flow and market profiling. Publish occasionally market/macro analyses on Substack.Focus on ES futures, also traded HSI/DAX futures, Crypto, global stocks/ETFs, commodities, FX.

  • FluentUp
    • Hong Kong
    • Co-Founder
      • Jul 2017 - Mar 2022
      • Hong Kong

      FluentUp is a language learning platform matching students with live online courses offered by leading language schools around the world. We enable the shift of leading language providers globally into the digital world of personalised learning, using AI to match students with schools while delivering quality with a robust LMS. Request a trial lesson in less than one minute and get real language learning that delivers results. FluentUp is an awardee of the Creative Micro Fund grant and an Incubatee of the Incubation Programme at Cyberport in Hong Kong.

    • Co-Founder
      • Aug 2016 - Aug 2019
      • Hong Kong

      Aego is a friendly co-working space in Hong Kong, offering attractive and flexible workspace solutions to startups, entrepreneurs and travelling professionals.In addition, Aego manages a p2p platform making performing arts accessible and sociable. We connect hundreds of exclusive performing & visual artists with customers for tutoring, commission-based services and collaborative work.

    • Relationship Manager, International Private Wealth
      • Sep 2013 - Jul 2016

      I provided holistic banking and portfolio advisory services to HNW/UHNW and institutional clients spanning from Europe to MENA and Asia, managing over USD 500mn as the youngest RM in the Team. I analysed and covered a wide range of asset classes from more vanilla investments to structured and more complex investment deals. I provided trade ideas/investment recommendations, as well as portfolio analysis in order to maximise returns with relation to risk and deliver appropriate diversification. Relationship management and portfolio advisory were undertaken in line with portfolio recommendations to construct optimally diversified portfolios suitable to my clients' investment objectives, investment horizon, risk tolerance and specific requirements.

    • Product Specialist, Funds Strategy Group
      • Oct 2012 - Aug 2013

      I delivered funds advisory to relationship managers, analysing portfolios and developing proposals of mutual funds for HNW and UHNW clients. I determined allocations using modern portfolio theory with respect to the client's risk/return objectives. In addition, I covered commodity-related funds, which I reviewed and selected for HSBC Private Bank’s mutual fund platform.I managed the team's internal infrastructure, and revamped and participated in the implementation of new presentation and reporting material, including a bespoke portfolio proposal system for the bank's internal discretionary portfolio management products.

    • Emerging Markets Fixed Income Analyst
      • Aug 2011 - Oct 2012

      I joined HSBC's Global Private Banking Graduate Programme in London. The programmed required each hire to speak a minimum of 3 languages, in addition to the usual highly selective process for banking analysts. I subsequently moved to Geneva as a Fixed Income Analyst in Emerging Markets Discretionary Asset Management where I was: • responsible for managing the database of the team's portfolios, reflecting changes in the portfolio's composition, individual security allocations and portfolio characteristics; I constructed and distributed standardised and tailored portfolio proposals;• responsible for producing and distributing the Team’s fund monthly factsheet;• produced and distributed portfolio reviews including market commentaries and reporting actively managed key portfolio metrics; • developed core and tactical allocations for EM fixed income portfolios, as well as executing trades and re-balancing allocations.

    • Internship
      • Jun 2009 - Jun 2009

      Researched the Italian market for online trading platforms, analyzing competitors’ product availability including Index stocks, Index Options, Index Futures, Stock Options and Mini-Futures.

  • Saad Financial Services
    • Geneva Area, Switzerland
    • Summer Internship
      • Jul 2008 - Aug 2008
      • Geneva Area, Switzerland

      Rotational programme where I supported Private Equity and Hedge Fund research teams on various projects. As an equity analyst, I delivered research notes using DCF analysis and provided weekly market updates while working in the Equity Capital Markets team.

  • Unicredit
    • Milan Area, Italy
    • Internship
      • Jun 2005 - Jun 2005
      • Milan Area, Italy

      Worked in the Credit Team, assisting in client credit evaluation and client rating procedure, including bad debt monitoring and provisioning.

Education

  • 2010 - 2011
    Bayes Business School
    MSc, Management, Strategic Management
  • 2009 - 2010
    Queen Mary, U. of London
    MSc, Finance and Econometrics
  • 2006 - 2009
    Queen Mary, U. of London
    BSc, Economics, Finance and Management
  • 1994 - 2006
    International School of Milan
    International Baccalaureate, Awarded 36 points (equivalent to 523 UCAS points)

Suggested Services

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Industry Focus. “Financial Services”

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