LEONARDO POON

• build up an EMEA and APAC stock-level research database to predict FTSE and MSCI capital in-flow and out-flow including liquidity and share-holding structure

• Access the system migration for HKEX holiday trade for MSCI products launched in June 2022
• Align the financial data (Shares in Issue & EPS) among different accounting standard or regional practice
• Projects management and co-ordinate with IT for project planning and conduct user test

Relocation to Taipei for new team set up, be responsible for knowledge transfer and culture rebuild from Hong Kong to Taipei as the top global equity index data maintenance team

• Assist in New Index Projects, such as SGX future, Taiwan ETF & MPF Indexes build up and distribution
• Integrate FX, fixed-income & Matlab data from different entity or external vendor for multi-asset indexes
• Provide client service related to index treatment and data error and perform regular review on content issue
• Rebalance based on market-driven events such as US executive order or eligibility change
• Minimize the tracker error in benchmark calculation for ETF, index future, or multi-asset portfolio
• Provide custom service to partnership exchange include SGX, FBM, TWSE

• Review free float and ownership structure from Malaysian data team
• Examine and reconcile stock return, index total return and P&L after rebalancing or Corporate actions
• Supprot the 24/6 global team rotate in real time index calculation and monitoring

• Support the middle to back for DCM team, mainly on the offering for china property fixed income products
• Perform daily trade, position and cash reconciliations for asset classes include Equity Swaps, Index Futures, Commodity Futures, ConvertibleBonds, IRS and OTC Derivatives, Private note & ELN

• Served as a dedicated and supportive Intern in a fast-paced environment