Nai-Yi Hsu (Ashley) Email & Phone Number

Taiwan

▪️Produce and analyse regular internal sales reporting by using internal database and data of SITCA, conduct funds information per sales request via Bloomberg, Lipper and information provide from product team▪️Generate automatic-update reports: funds sale and redemption reports on daily basis, AUM reports on weekly basis, inflow/outflow/market value reports on monthly basis, and other irregularly reports ▪️Liaising with distributors and vendor partners directly to understand and resolve their queries, taking ownership of the queries, and ensuring that they are co-ordinated among departments, escalated as necessary▪️Assist with the dissemination of information regarding new products and services, draft and send communication in relation to distributors, support sales on regular client reporting and ad-hoc client requests, work closely with internal to ensure clients enquires are addressed

Taipei City, Taiwan

▪️Perform trading execution, matching, and related to Futures and Options, implement orders and place trades on behalf of FINIs. Facilitate clients' flows by providing liquidity and align with sales▪️Conduct daily market color and ex-dividend information via Bloomberg and Cmoney, and update trade statements irregularly and provide after sales service and support. Coordinate with custodian banks execute the FX transactions and remittance▪️Develop auto-checking via Excel to calculate block trades’ price and delta-neutral trades’ trigger point to make trades timely accurate and fulfill FINIs trading strategies▪️Administrative assistance for the department: weekly meeting reports, collect customer feedback and manage department projects, adhere to regulations, compliance policies and guidelines

Taipei City, Taiwan

▪️Timely verify and execute derivatives trade instructions covering Spot, Forward, FX Swap, Options, IRS, CCS etc., and accurately process confirmation, settlement and reconciliation▪️Perform trade matching via Vlookup, Xlookup and pivot table, and filing trade information▪️Assist with the development of tools and techniques as a pat of continuous improvement, e.g. auto trade-checking system and auto generate monthly reports for authorized institution

Msc, Finance And Investment

Activities and Societies: International student ambassador

International Asian Studies Programme, Hospitality And Recreation Marketing Operations

Activities and Societies: Volunteer of Lama fun day

Bachelor'S Degree, Bussiness