Asset Allocation ManagementPortfolio RebalancingExposure Management

•Supervised financial products proposals and managed 30+ projects based on clients’ specific requests and their demands (e.g., specific risk-return preferences) with a personalized customer-centric strategy (assign experienced financial experts to serve a client; strategically personalize asset allocation planning and provide a broad range of asset allocation plans for clients to choose).•Planned, formulated, and revisited over 30 multi-strategy asset allocation plans for potential and institutional clients. Responsible for relevant material preparation (e.g., roadshows, publicity, and marketing) across all phases of the project cycle to support the implementation of the project.•Independently conducted and updated the publicity material for new product launching to enhance the potential clients’ understanding of the products (e.g., products’ competitiveness, risk&return, profitability).•Conducted roadshows directly to clients as a next step to elaborate and illustrate the knowledge, rationale, and logic about the products, contributing to higher leads, sales, and fundraising in an engaging, organized, and comprehensive way.•Assisted in ongoing due diligence efforts, aiming to achieve: 1) due diligence for Hedge Fund Managers to complete a more comprehensive portfolio; 2) prepare external due diligence material for the third-party investigation.•Utilizing Excel (visualization) to skillfully and efficiently conducted weekly, monthly and seasonal reports to summarize financial data (e.g., yield ratio, volatility ratio, etc.).•Assisted in ongoing marketing efforts in customer acquisition (e.g., institutional clients) with marketing partners, contributing to maintaining long-term relationships with existing and potential clients.

•Assisted in institutional customer acquisition (e.g., banks, trusts, brokers, and asset management firms), raised and implemented effective marketing strategies to attract clients.•Took charge of the FOF&TOF consultant role across all phases of the project (from initial product operations, and product processing to product design) via asset allocation (e.g., cash, securities, stocks) and risk analytics through a quantitative system.•Assisted the fund manager to conduct constitution of FOF/FOHF based on clients’ specific risk and return preferences via the system, also collaborated with the marketing research, marketing and operation teams to manage the entire cycle of the project (including offering asset allocation consulting service).•Completed around 20 pitches directly to the clients. Facilitated, coordinated, and maintained long-term loyal relationships with organizational clients through regular catch-up, meetings, and networking events.•Conducted client demand analysis by collaborating with experts from the algorithm, programming, and product management teams, to optimize the efficiency and effectiveness of the system.•Investigated client’s needs (habits, characteristics, risk&return preferences) and the outlook of competitors (strengths and weakness); then collaborated with the IT department to secure the final success of the project.Supervised and managed the company’s official service account operation. Responsible for responding to real-time inquiries, resolving disputed conflicts, key customer tracking, and customer consultation.

•Performed deep analysis of industrial research by tracing, checking, and analyzing fundamental data of the market.•Demonstrated strong information research and analytics skills by searching information for sub-industries and industry pioneers through financial reports analysis.Involved in industry (steel) report completion via utilizing Wind and iFind to trace and visualize the market data and providing PowerPoint slides within a 12-hour turnaround.

•Traced, organized, and analyzed macroeconomic data for 2 specific industries (tourism and real estate); then reported important data-driven insights to the senior management team.•Assisted senior managers to design, prepare and draft PDS for securities (real estate) in the project, also formulated the fund investment and raising strategy, which includes the successful launch of the new securities planning and follow-up management of the new securities.•Assisted with ongoing due diligence efforts across all phases of the client’s (a top real estate firm) cross-border M&A. Responsibilities include conducting onsite due diligence reviews, financial evaluation, and Project Confidentiality Agreement drafting.Proactively provided contributions in drafting and presenting 10+ pitches within the firm, receiving 96% of the senior manager’s favorable rate.