Charlie Cheng, CFA

Research Manager, VP at Hang Seng Indexes Company Limited
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK
Languages
  • Cantonese Native or bilingual proficiency
  • English Full professional proficiency
  • Mandarin Full professional proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CFA charterholder
    CFA協會
    Mar, 2021
    - Nov, 2024

Experience

  • Hang Seng Indexes Company
    • Hong Kong
    • Financial Services
    • 1 - 100 Employee
    • Research Manager, VP
      • Mar 2022 - Present

    • Assistant Research Manager
      • Nov 2020 - Mar 2022

      Index review & rebalancing (incl. HSI, HSCEI, HSTECH, etc.)Index development - thematic indexes on HK/China equity, from design to backtesting

  • Lakeville Capital Management
    • Financial Services
    • 1 - 100 Employee
    • Operations Analyst
      • Oct 2018 - Nov 2020

      Trade support: fx hedging, trade bookings, corporate actions supportFund accounting: p&l attribution, operating cost attribution, NAV estimation Trade support: fx hedging, trade bookings, corporate actions supportFund accounting: p&l attribution, operating cost attribution, NAV estimation

  • MUFG Investor Services
    • United States
    • Financial Services
    • 700 & Above Employee
    • Fund Accountant
      • Jun 2016 - Sep 2018

      Fund accounting & valuation Fund accounting & valuation

Education

  • The Chinese University of Hong Kong
    Bsc, Mathematics
    2012 - 2016
  • University of Toronto
    Exchange student
    2015 - 2015
  • University of California, Berkeley
    Summer School
    2014 - 2014

Community

You need to have a working account to view this content. Click here to join now