Technical knowledge of the entire investment process (FO-MO-BO).
• Trading: stocks, derivative products, including options, futures, swaps.
o Market analysis, investment evaluation.
• Portfolio management.
o Portfolio valuation, performance calculation, fund accounting,NAV calculation.
• Analytical and problem solving skills.
o Analysis and implementation of new product development.
Team management.
• Trained junior employees and trainers on assistant portfolio manager tasks/ equity trader.
Personal skills.
• Outgoing / interpersonal relationship skills / positive attitude / open-minded.
• Self motivated and hardworking with a strong sense of commitment and responsibility.
1 contact
Lingli Z.
More than 4 years experience in quantitative asset management with HSBC
Hong Kong - Hong Kong
| English | French |
2004 - 2006 : HSBC Sinopia |
Global equity trader
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Global equity trader: derivatives products, basket trading, foreign exchange dealing. • Negotiation, execution and follow up. - In charge of review transactions due to rebalancing index. - Handle trade enquiries, trade confirmation (write tickets and update systems) - Resolve trade discrepancies with middle office. • Pricing derivatives products and hybrid transactions. - Derivative instruments (option, futures, forwards, swaps, …) and strategies (strangle, straddle). • Market advice on best investment decisions concerning instruments, timings and brokers. - Recommendation on existing and new products requirements. • Market monitoring, participation in Tactical Asset Allocation. - Write up market and investment commentaries. • Participation in testing and implementing trading software (manage transactions positions, equity database). | |
Sector: Asset Management |