Sharyn Chen

•Manager Research: Provided initial and ongoing due diligence for all investment managers, internal and 3rd party, offered by Manulife across all of its Asian retail and insurance platforms.

•Fund Assessment: Assisted in annual meetings with key portfolio managers and research analysts to develop understanding of their investment strategies and to help set performance expectations.

•Quantitative Model Scoring: Oversaw the quarterly quantitative review process of all mutual funds, identified outliers for closer review, and prepared quarterly performance commentary to support Manulife’s investment oversight committees and boards.

• Economic Research: Developed macroeconomic views for non- U.S. fixed income which are shared among the global team based in North America, Europe, and Asia.

•Investment Risk Analysis: Performed deep-dive analysis of return attribution and risk decomposition of all funds managed by Ping An of China Asset Management, compared the results with the risk profiles, investigated risk trigger drivers to provide commentary for key return and risk movements at asset, strategy and fund levels.

•Economic Research: Contributed ideas and strategies for portfolio construction from an integrated risk management perspective, supported by quality economic research and market intelligence.

•Investment Risk Reporting: Built and maintained ad-hoc and regular risk reports to meet regulatory requirements for legal & compliance team, business development purposes for sales team and strategy development needs for portfolio managers, ensuring the data quality of all reports.

•Investment Risk Monitoring: Monitored ongoing financial performance and counterparty credit risks of credit investments funded by treasury team, track credit downgrades and detect credit defaults in the fixed-income markets especially Chinese-issued U.S. dollars bonds.

•Market Risk Analysis: Delivered market risk reports and analysis that present senior management and regulatory offices with comprehensive and accurate views on market risk exposures and trends, subject to evolving business needs, risk factors and regulatory changes. Reports cover various capital markets business (equity, commodity, FX, etc.) across different business regions.

•Economic Research: Conducted diligent self-directed research of global economy and financial markets, tracked key market risk issues and prepared summaries to assist the senior management’s development of market risk management strategies.

•Risk Measurement: Oversaw the daily production process of VaR, Greeks and other market risk measures, assessed their reasonableness, investigated, and appropriately rectified discrepancies or anomalies to ensure accuracy of risk measures.

•Reporting Design: Automated market risk reports, reengineered the reporting processes, integrated new risk measures to current reporting system, increasing the reporting efficiency by 50% on average, with various programming and mathematical methods.

•Credit Risk Management: Collaborated with groups across CIBC Risk Management (Wealth Management, Retail Banking, Capital Markets, etc.) to consolidate key credit risk metrics, performed in-depth credit risk analysis on CIBC’s credit portfolios and developed recommendations for use by senior management to effectively manage the credit risks.

•Credit Rating: Performed internal credit rating of competing financial institutions in North America by reviewing financial statements to assess capital adequacy, asset quality, management capabilities, earnings sufficiency, liquidity position and sensitivity to market risk and comparing their performance with CIBC to ensure CIBC stay competitive in the financial services business.

•Economic Research: Conducted research on global economy and financial markets to understand risks that could potentially affect the credit portfolio performance, sourced data specific to the risk issues, built financial models using economic theories to forecast potential impacts of those risks, which successfully supported business leaders’ decision-making on risk management strategies.

•Business Presentation: Prepared credit risk materials to support senior management’s quarterly investor presentation and ongoing

communication with investors based on the analysis of the credit portfolio performance.

• Recipient of 2014 CIBC Annual Award of Excellence and Multiple 120-day Awards of Excellence from 2012 to 2015

•Financial Planning: Established rapport with clients, engaged in deep conversations to understand clients’ financial needs and analyzed their current financial circumstances to recommend the most appropriate financial products and services, which successfully strengthened 100+ high-net-worth and business clients’ financial health.

•Client Service: Promptly responded to client enquiries, resolved client issues and followed up, which resulted in the customer satisfaction metric of 10 out of 10 in the last 3 consecutive quarters of 2014.

•Market Research: Analyzed information on new financial products and followed market trends to provide clients with informed updates on financial products and global financial markets.