Experience

Phillip Securities Group

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Assistant ETF Portfolio Manager

  • Oct 2021 - Present

  -Position as Assistant Manager in Asset Management Department Before Listing -Participate in new ETF product index design and engage with internal stakeholders to construct expected timetable for ETF project - Phillip HK Newly Listed Equities Index ETF (2835.HK) -Liaise with Participating Dealers and Market-Markers for onboarding process, due diligence and formulate operating guideline for primary market activities. -Communicate with Fund Lawyer and Custodian to handle enquiries towards conditional approval from SFC -Coordinate with Index Provider and iNAV Provider for Portfolio Composite Files (PCF) and iNAV transmission workflow -Draft Standard Operating Procedure and Operation Manual with the consultation from Fund Administrator and Registrar -Prepare Backtesting Result and Pitching Material for ETF marketing purpose After listing -Liaise with brokers to implement trading strategies for primary market activities -Initiate Portfolio Construction for the ETF at Initial Issue Date -Monitor cash levels of the ETF portfolio



Blackwell Global

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Management Trainee

  • Aug 2019 - Sep 2021

  Position as Dealing Officer (SFC RA1 & RA2 Licenses: BPD906) - Provide dealing service for various investment products including but not limited to Equities, Bonds, Futures and Spot Gold/Silver - Execute fund resourcing regarding equity capital market activities. - Conduct IPO analysis for recent years and develop investment strategies using VBA - Perform daily operations regarding Daily P&L reports, Trade Capture Reports, Risk Monitoring Reports using VBA. Position as Dealing Officer (SFC RA1 & RA2 Licenses: BPD906) - Provide dealing service for various investment products including but not limited to Equities, Bonds, Futures and Spot Gold/Silver - Execute fund resourcing regarding equity capital market activities. - Conduct IPO analysis for recent years and develop investment strategies using VBA - Perform daily operations regarding Daily P&L reports, Trade Capture Reports, Risk Monitoring Reports using VBA.



Dah Chong Hong Holdings Limited

• Hong Kong
• Manufacturing
• 300 - 400 Employee

• Temporary Accountant

  • Jun 2017 - Aug 2017

  -Perform bookkeeping related to Accounts Payable Ledger Accounts. -Cross-check entries made by colleagues for validation. -Validate accounting figures for the interim financial reports -Perform User Acceptance Test for new Oracle Accounting System implemented -Perform bookkeeping related to Accounts Payable Ledger Accounts. -Cross-check entries made by colleagues for validation. -Validate accounting figures for the interim financial reports -Perform User Acceptance Test for new Oracle Accounting System implemented