Risk Manager

• Apr 2022 - Present

Senior Risk Analyst at Intertrust Fund Management (Luxembourg) S.a r.l.

• Oct 2020 - Mar 2022

Risk and Compliance analyst

• Jan 2019 - Sep 2020

Investment analyst / Risk Management

• Aug 2013 - Dec 2018

Follow and monitor global equity markets. Interpret and evaluate financial news flow on Bloomberg and CNBC. Read reports on equities, regions, and/or commodities and participate in making investment decisions. Build financial models to support investment cases. Manage relationships with fund managers and investment institutions. Participate in fund events, conference calls, and asset manager marketing events. Maintain current knowledge of fee structures, share classes, and regulations pertaining to offshore and domestic clients. Conduct comprehensive portfolio analysis, including risk analysis, correlation analysis, and portfolio rebalancing. Support investment committee on alternative investments. Prepare monthly reports analyzing market and fund performance. Support production and development of fund monitoring and valuation system/processes. Research market data to understand risk and pricing drivers. Support production and development of portfolio risk reporting, including development of measures to improve risk oversight. Develop and produce “Value at Risk” and stress testing report. Provide valuations of the Firm’s OTC and private asset books. Produce and develop risk reports of derivative-based products/funds limits and exposure.

Institutional Sales

• 2008 - 2012

Delivered personalized client services and advice to build trusted relationships with business owners, individuals, families, professional associations, and foundations. Reviewed, researched, evaluated, and communicated market trends and their impact on various investment products relative to client portfolios. Coordinated with the Firm’s specialist teams for asset allocation, manager selection and overall investment views. Monitored client portfolios by reviewing investment allocations and comparing performance of various mutual funds, hedge funds, and third-party money managers against appropriate benchmarks. Handled Bloomberg IB (interactive broker) contact with clients to manage orders and secure best execution.Institutional Client Focus: Maintained updated information about funds and fixed income products to assist institutional clients in accomplishing investment objectives. Promoted and distributed Company’s products, such as deal/research and corporate access events to targeted clients. Facilitated corporate access to investors, including coordination and execution of conferences, seminars, NDRs, field trips, and bespoke requests. Worked closely with sales trading team to understand client trading practices and stock holdings as well as market color. Collaborated with equity research and trading teams to deepen client relationships and generate value-added services. Complied with rules and regulations of relevant authorities.

Senior Financial Analyst

• 1999 - 2008

Prepared financial analysis (e.g. comprehensive income statements, balance sheets, capital expense and working capital analysis) as requested by management. Created reports to compare results year-over-year as well as budget, forecast, and trend analysis. Prepared daily news report on stocks and market. Generated weekly/monthly reports on equities performance. Delivered quarterly presentations. Kept abreast of latest financial market events. Followed macroeconomic trends and analyzed possible future impact. Communicated with industry experts. Conducted research/analysis related to deal origination, structuring, and execution. Prepared initial client pitches to explain positioning, transaction rationale, and valuation analysis. Developed and supported improvement of long-range financial projections, pro forma M&A models, and sensitivity models. Analyzed detailed corporate and financial information. Built financial models and analyses to illustrate proposed transaction structures and valuations. Prepared confidential information memoranda, management presentations, and other marketing documents associated with executing M&A and financing transactions. Conducted in-depth industry, business, and financial due diligence. Developed and maintained proprietary sector and transaction information.

Corporate Officer

• 1998 - 1999

Foreign Exchange Trading

• 1997 - 1998