AVP of fixed income sales

• Jul 2021 - Present

- Seats in Fixed Income desk with key focus on issuance from Great China and Southeast Asia.- Covered Chinese offshore and APAC primary market bond sales to institutional investors, coordinated roadshows and dial-in conferences, and managed relationship with clients- In charge of certificate of deposits business (CD) for bank’s short-term liquidity needs- Involved in bank’s bond issuance and bond investment for ALM and long-term funding needs- Collaborated with Syndicates and DCM to ensure a high-quality service for team’s client portfolio

Senior Manager of Fixed Income Sales

• Oct 2018 - Jul 2021

Management Trainee of Treasury Department

• Aug 2018 - Aug 2020

Portfolio Investment & Research Internship

• Jan 2017 - Jun 2017

- Observed and extracted daily market updates through the Forex Economic Calendar, generating daily market events reports after-which, using actual, forecasted and previous market results.- Produced daily interest reports through collecting and computing figures reported in Newedge Daily Interest reports.- Retrieved and updated ETF figures in various currencies to be used in the daily FX Exposure report.- Performed operational reconciliation on trade positions of Equity, Bonds, and FX while updating the tradeblotter upon every executed trade.- In-charge of producing weekly Client report summaries, by generating and extracting data from Bloomberg Terminal Launchpad Monitor.- Generated monthly client reports by analyzing sentiment graphs on Bloomberg, base on each ETF (tickers) performance, percentage and NAV changes.- In charge of monthly tracking analysis. Compare each ETF against its respective benchmark.- Conduct weekly research on topics such as: Passive Fund V.S Active Fund, Survivorship Bias as well as Chinese topic such as 招商智投， 财富基金

UOB Kay Hian Internal Audit Intern

• Jun 2016 - Aug 2016