Harold Mak

Stock options & SBL product development at Phillip Securities Group
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK

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Credentials

  • The Ultimate MySQL Bootcamp: Go from SQL Beginner to Expert
    Udemy
    Nov, 2022
    - Nov, 2024
  • Wealth management virtual internship
    Future capital limited
    Sep, 2022
    - Nov, 2024
  • Asset Management virtual internship
    Fusion Asset Management
    Aug, 2022
    - Nov, 2024
  • Algorithmic Trading A-Z with Python, Machine Learning & AWS
    Udemy: Online Courses
    May, 2022
    - Nov, 2024
  • Programming for Everybody (Getting Started with Python)
    Coursera
    Mar, 2022
    - Nov, 2024
  • Python Data Structures
    Coursera
    Mar, 2022
    - Nov, 2024
  • Using Databases with Python
    Coursera
    Mar, 2022
    - Nov, 2024
  • Using Python to Access Web Data
    Coursera
    Mar, 2022
    - Nov, 2024
  • Fintech & Data Science (FDS)
    TTC Institute
    Jan, 2022
    - Nov, 2024
  • Type 1 & 2
    Securities and Futures Commission
    Dec, 2021
    - Nov, 2024
  • Credit, Swaps & Interest Rates
    TTC Institute
    Jul, 2021
    - Nov, 2024
  • Energy & Metals Trading
    TTC Institute
    Jul, 2021
    - Nov, 2024
  • Quant Trading Strategies
    TTC Institute
    Jul, 2021
    - Nov, 2024
  • PDP Python for Financial Markets
    TTC Institute
    Jun, 2021
    - Nov, 2024
  • Market Analysis
    TTC Institute
    Apr, 2021
    - Nov, 2024
  • Trading Futures & Options
    TTC Institute
    Feb, 2021
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Jan, 2021
    - Nov, 2024
  • Capital & Risk Management
    TTC Institute
    Jan, 2021
    - Nov, 2024
  • Fixed Income Markets
    TTC Institute
    Jan, 2021
    - Nov, 2024
  • Trading Equities & Indices
    TTC Institute
    Dec, 2020
    - Nov, 2024
  • The Business of Trading
    TTC Institute
    Nov, 2020
    - Nov, 2024
  • Asset Interrelationships & Business Cycles
    TTC Institute
    Oct, 2020
    - Nov, 2024

Experience

  • Phillip Securities Group
    • Hong Kong
    • Financial Services
    • 1 - 100 Employee
    • Stock options & SBL product development
      • Apr 2022 - Present

      • Execute trades on behalf of clients by communicating with them directly & assessing their needs; implement hedging strategies • Perform margin calls as well as contact dealers & account executives (AE) regarding buy back of stocks; assist corporate clients with the transfer of stocks by completing SI form on their behalf • Execute trades on behalf of clients by communicating with them directly & assessing their needs; implement hedging strategies • Perform margin calls as well as contact dealers & account executives (AE) regarding buy back of stocks; assist corporate clients with the transfer of stocks by completing SI form on their behalf

  • Samuel & Co Trading LTD
    • United Kingdom
    • Higher Education
    • 1 - 100 Employee
    • Remote Forex Trader
      • Aug 2021 - Dec 2021

      • Manage USD$10K live account offered by the firm

    • 2-week Trading Challenge
      • Aug 2021 - Aug 2021

      • Committed to $10K demo account trading challenge on Gold & Forex pairs for two weeks • Completed the competition with $10,000 live account contract offered by the firm

  • King's Investment Fund
    • London, England, United Kingdom
    • Technical Analyst
      • Jan 2021 - Nov 2021

      King's College London Investment fund invests real money with £20,000 in AUM (Asset under management). Responsibilities: • stock pitches presentation • weekly technical & fundamental analysis on portfolio via Bloomberg terminal King's College London Investment fund invests real money with £20,000 in AUM (Asset under management). Responsibilities: • stock pitches presentation • weekly technical & fundamental analysis on portfolio via Bloomberg terminal

  • Amplify Trading
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Amplify Trading 2-day finance course
      • Feb 2021 - Feb 2021

      Day 1: Portfolio management • Implemented balanced investment strategy to manage a $20 million multi-asset hedge fund executing on 12 months of real market data in hedge fund management simulation • Obtained deep insight on important trading methodologies such as rebalancing & buy-side risk management & different types of portfolio construction such as income, balanced and growth Day 2: Sales and Trading simulation Day 1: Portfolio management • Implemented balanced investment strategy to manage a $20 million multi-asset hedge fund executing on 12 months of real market data in hedge fund management simulation • Obtained deep insight on important trading methodologies such as rebalancing & buy-side risk management & different types of portfolio construction such as income, balanced and growth Day 2: Sales and Trading simulation

  • AIA
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Finance Sourcing Intern
      • Jul 2019 - Aug 2019

      • Categorised, collated spending data from Asia Pacific area operations provided by line manager using Tableau and delivered spending analysis report to senior director • Collaborated with 8 peer interns to design new insurance product as part of the centennial celebration, targeting at professional football players and presented it to CFO • Categorised, collated spending data from Asia Pacific area operations provided by line manager using Tableau and delivered spending analysis report to senior director • Collaborated with 8 peer interns to design new insurance product as part of the centennial celebration, targeting at professional football players and presented it to CFO

  • Hang Seng Bank
    • Hong Kong
    • Banking
    • 700 & Above Employee
    • HR Intern
      • Sep 2018 - Sep 2018

      • Researched and proposed flexible working policies including teleworking, compressed work week to senior manager of HR • Fashioned banners, utilised channels including company intranet and internal broadcast to promote the staff profile picture campaign and confirmed dates of shooting with photographer vendor within one month • Researched and proposed flexible working policies including teleworking, compressed work week to senior manager of HR • Fashioned banners, utilised channels including company intranet and internal broadcast to promote the staff profile picture campaign and confirmed dates of shooting with photographer vendor within one month

Education

  • King's College London
    Master's degree, Banking and Finance
    2020 - 2021
  • Society Of Technical Analysts Limited
    STA Diploma
    2021 - 2021
  • University of Surrey
    Bachelor's degree, International Business Management
    2017 - 2020
  • CATS Education
    A-level, A(Accounting); A(Mathematics); B(Economics)
    2015 - 2017

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