Tsz Long CHAN
Account Executive
Hong Kong
Summary
With over 5 years of experience in conducting financial research, analyzing investment opportunities, and providing strategic recommendations for senior levels. Mainly focus on future contracts trading, especially for foreign exchange market. Seeking a challenging position to leverage analytical skills and contribute to the success of an investment firm.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Account Executive
Quams Securities Limited
01.2018 - Current
- Conducted in-depth financial analysis and due diligence on potential investment opportunities.
- Conducted market research and analysis to identify trends and opportunities.
- Prepared investment memos and reports for senior management.
- Assisted in the management of investment portfolios and monitored performance.
- Assisted in portfolio management activities, including asset allocation and rebalancing.
- Collaborated with cross-functional teams to assess risk and make informed investment decisions.
Education
Master of Science - Finance (Fintech And Financial Analytics)
Hong Kong Baptist University
Hong Kong 09.2023 - Current
BBA - Business Analysis
City University of Hong Kong
Hong Kong 09.2012 - 07.2016
Skills
Financial and technical analysis and modeling
Certification
SFC licensed type 1 and 2
Timeline
Master of Science - Finance (Fintech And Financial Analytics)
Hong Kong Baptist University
09.2023 - Current
Account Executive
Quams Securities Limited
01.2018 - Current
SFC licensed type 1 and 2
01-2018
BBA - Business Analysis
City University of Hong Kong
09.2012 - 07.2016
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