Detail-oriented team player with strong organizational skills. Ability to handle multiple tasks simultaneously with a high degree of accuracy. Deadline-focused, strong logical and forward-thinking with excellent problem-solving skills.
Overview
7
7
years of professional experience
Work History
IT BUSINESS ANALYST
Bank of China (Hong Kong) Limited
9 2021 - Current
Proficient in Treasury Systems such as Murex, Numerix
Extensive knowledge in exotic financial products with cross asset underlying, including Hybrid such as ELI/ELS
Collaborated cross-functional teams to drive seamless trade execution, optimize operational workflows, resulting in improved business efficiency
Performed user requirement analysis, budget planning, proposed business solutions, project implementation.
Proven ability to learn quickly and adapt to new situations.
Self-motivated, with strong sense of personal responsibility.
RESEARCHER
ET Net Ltd.
06.2020 - 11.2020
Contributed to large-scale research project initiated by a regulatory authority
Processed relevant information (e.g., audit remuneration) from over 1000 listed companies' annual reports for reports and publications
Performed quantitative and qualitative research on IPOs and listed companies' asset structures.
WEALTH MANAGEMENT INTERN
AIA Group Limited
12.2016 - 11.2018
Established and enhanced client relationships through direct interactions
Advised clients on financial plans and strategic wealth management through data and graphs translation
Education
BBA in Economics and Finance - Finance
City University of Hong Kong
Hong Kong
09.2017 - 10 2021
Data Visualization with R, Investment Analysis and Portfolio Management -
Boston University
Boston, United States
BBA in Financial Analysis -
Hang Seng University of Hong Kong
Hong Kong
08.2016 - 7 2017
Skills
Passed Level II in the CFA Program
FRM Level I Candidate
Project experiences on compliance, new products / trading platform launch, system enhancement and integrations, data-warehouse
Hands on experience in Accounting and Settlement
Technical knowledge in MS Office, R, SQL
Extensive knowledge in Exotic Derivatives
English (IELTS 7), Cantonese (Native), Mandarin (Proficient)
Timeline
RESEARCHER
ET Net Ltd.
06.2020 - 11.2020
BBA in Economics and Finance - Finance
City University of Hong Kong
09.2017 - 10 2021
WEALTH MANAGEMENT INTERN
AIA Group Limited
12.2016 - 11.2018
BBA in Financial Analysis -
Hang Seng University of Hong Kong
08.2016 - 7 2017
IT BUSINESS ANALYST
Bank of China (Hong Kong) Limited
9 2021 - Current
Data Visualization with R, Investment Analysis and Portfolio Management -
Boston University
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