Investment Analyst

SKILLS:
- Equity Research & Financial Modeling
- Global Emerging Markets Experience
- Equity Research Sales
- Fixed Income Trading & Capital Markets

WORK EXPERIENCE:

CIBC Global Markets (2007) - Equity Research

Citigroup (2004-2007) - Emerging Market Equity Sales, Fixed Income Syndicate

EDUCATION:

University of Chicago - B.A. Economics

NYU Stern School of Business - MBA Accounting, Global Business, Finance

Work Preferences

Desired Salary: 20,000 - 40,000 HKD per month

Availability: Immediately

Desired Job Type: Full Time

Can Travel for Work: A Lot

Highest Education Level: Masters Degree

Current Location: Hong Kong SAR, Hong Kong SAR

Willing to relocate?: Yes

Residency / Visa: Authorised to work in Hong Kong SAR

Skills and Experience

Category		Yrs. Exp.	Until
Banking / Finance	Securities - Analysis	1	2008
	Securities - Dealing & Trading	1	2005
	Securities - Equities / Capital Markets	2	2007

Employment History

Job Title: CIBC WORLD MARKETS

Industry: Industrial Products

05/2007 to 01/2008

Equity Research, Multi-Industry and Business Services, Associate

Developed a proprietary research survey to evaluate the US non-residential construction market
Built valuation models for Mobile Mini and RSC Equipment Rental
Maintained models for stocks under coverage; drafted sector and earnings reports

Job Title: CITIGROUP GLOBAL MARKETS

Industry: Other

06/2004 to 05/2007

Emerging Market Equity Sales, Associate

Managed relationships with 25 Emerging Market institutional investors, 5 accounts were among Citigroup’s top 20

Generated investment ideas for clients and the secondary trading desk using fundamental equity research, long-short trading strategies and proprietary research
Ranked 2nd in International Sales by an in-house survey for providing traders with research assessment, buy-side market color and trade ideas

High-Grade Fixed Income Syndicate, Analyst

Assisted in the allocation process of new bond issues for asset-backed securities, unsecured corporate bonds and medium-term notes, totaling $130 billion in 2006
Determined market clearing prices, communicated market feedback to issuers, allocated bond issues, calculated hedges for interest rate risk exposure and managed positions
Advised issuers on optimal times to raise debt by monitoring secondary credit and rate markets

Qualifications

Completed	Institution	Degree / Qualification
2008	New York University Stern Business School	MBA - Accounting, Finance, Global Business
2004	University of Chicago	BA Economics

Work Related Training & Certification

Completed	Institution	Training / Certification
2004	Citigroup	Series 7, 63, 55 3

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