Experience

BOCI

• Hong Kong
• Investment Banking
• 700 & Above Employee

• Analyst, Treasury Dealing - Asset & Liability Management

  • Mar 2023 - Present

  1. Assist in the Group's daily treasury functions which included and not limited to forecasting, monitoring and controlling cash management activities; FX & MM dealing; 2. Assist in setting up, review & update, and the implementation of Group treasury related policies, guidelines, procedures and manuals; 3. Prepare reports in relation to treasury dealing activities and/ or market news/ development; 4. Assist in maintaining banking relationships; 5. Assist in preparing business budgets and annual forecasts planning in relation to Group treasury; Show less



Great Bay Securities Limited

• 香港特别行政区 香港

• Analyst, Equity Trader - Asset Management

  • Jun 2021 - Mar 2023

  Asset management Department • Perform trading execution and dealing order from investment manager across Hong Kong equity markets for company proprietary trading for equity fund • Conduct financial modeling & evaluation and do investment research & analysis on equities and fund • Prepare report to identify and conduct financial analysis on potential investment opportunity • Involve in research team provide some update financial news/investment ideas/recommendations to Sales Team • Liaise with executing brokers, prime brokers, custodians, fund administrators and system vendors to resolve trade breaks and/or other relative issues • Provide customer service, handle inquiries and ensure trading system stability • Prepare and handle new account opening and document checking for Individual and institutional clients Show less