Patrick Puising Chau

Junior Researcher at Shanghai Stock Exchange
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK
Languages
  • Chinese Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • English Limited working proficiency

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Credentials

  • CFA level II passed
    CFA Institute
    Aug, 2021
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Aug, 2020
    - Nov, 2024
  • Introduction to Python
    DataCamp
    Mar, 2020
    - Nov, 2024
  • CFA level 1 passed
    CFA Institute
    Dec, 2019
    - Nov, 2024
  • The securities qualification certificate
    Securities Association of China
    Nov, 2017
    - Nov, 2024

Experience

  • Shanghai Stock Exchange
    • China
    • Financial Services
    • 1 - 100 Employee
    • Junior Researcher
      • Dec 2020 - Present

      Hong Kong Representative Office Hong Kong Representative Office

  • Shanghai Pudong Development Bank
    • Banking
    • 700 & Above Employee
    • Trainee to Risk Analysis
      • Jul 2018 - Aug 2018

      #Analysis skill - Conducted comparative analysis on the credit risk management policies of the SPDB and HKMA#Data Processing for monthly and quarterly credit risk reports#Risk management- Made flow charts of credit-granting for the “End-to-end Credit Process Manual”#Attended the risk management committee meeting#Anti-money laundry list checking, remittance documents consolidation for SWIFT #Analysis skill - Conducted comparative analysis on the credit risk management policies of the SPDB and HKMA#Data Processing for monthly and quarterly credit risk reports#Risk management- Made flow charts of credit-granting for the “End-to-end Credit Process Manual”#Attended the risk management committee meeting#Anti-money laundry list checking, remittance documents consolidation for SWIFT

  • China Securities Co., Ltd.
    • China
    • Financial Services
    • 300 - 400 Employee
    • China Securities
      • Jul 2017 - Aug 2017

      # Communication skill- Provided customer service by the counter and by phone, collected customer feedbacks# Assisted in collecting internal files and documents# Received training from the manager and learned about business operation and risk analysis # Communication skill- Provided customer service by the counter and by phone, collected customer feedbacks# Assisted in collecting internal files and documents# Received training from the manager and learned about business operation and risk analysis

  • AIA
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Trainee of Financial Management
      • Jun 2017 - Jul 2017

      # Received wealth management training, learned about the market trend in Hong Kong and its main products# Market environment analysis- Engaged in the analysis of local financial and delivered a report# Passed the Hong Kong Insurance Agent Examination # Received wealth management training, learned about the market trend in Hong Kong and its main products# Market environment analysis- Engaged in the analysis of local financial and delivered a report# Passed the Hong Kong Insurance Agent Examination

Education

  • Queen Mary University of London
    Master's degree, investment&finance
    2019 - 2020
  • Jinan University
    Bachelor of Economics, Finance, General
    2015 - 2019

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