Daniel Jiang Email & Phone Number

Hong Kong

香港特别行政区

1. Manage Securities portfolios including Cash Equities, Bonds and Derivatives.2. Perform research on multi-market securities instruments.3. Market coverage: HK, China and US market

香港特别行政区

1. Maintain the relationship with the existing and prospective clients.2. Ensure trade executions (including HK equities, A-shares and US equities) for Portfolio Managers.3. To working together with other investment bank units, including ECM, DCM and Research, to conduct marketing and deal events at corporate level.4. To participate in the marketing of new investment products.5. IPO underwriting distribution issues.

香港特别行政区

1. Primarily handle global futures and options orders for institutional clients.2. Handle trade related commodities and provide update market information to institutional clients.3. Create and maintain good relationship with clients.4. Contact counterparties for trader related issues.5. Coordinate with various departments to ensure smooth operation.6. Improve the current process of transaction and methods of risk monitoring

香港特别行政区

1. Execute orders mainly on China/HK/US market securities (including Shanghai and Shenzhen Stocks), futures, options and other products for fund managers, institutional and retail clients.2. Provide real time market and products information. Familiar in the main stream financial market trading regulation and Spread trading, Swapping and other trading strategies.3. Responsible for performing CD, OB orders and TWAP, VWAP Algo strategy trading.4. Monitor portfolio of client accounts and perform margin call.5. Very familiar with the compliance requirement of dealing department. Understand the potential risk of dealing procedure. Handle daily administrative tasks in relation to trading as well as settlement or operational activities.

香港特别行政区

1. Handle futures, option and derivative product trading and financial transactions.2. Responsible for LME market carry trades, SGX Iron Ore Swapping and other OTC market transaction and day end transactions matching.3. Assist in daily-operation, risk monitoring, preparing the related documents and other ad hoc projects.4. Answer customer enquiries and provide quality services.

香港特别行政区

1. Responsible for system design, system modeling, control algorithm, servo tuning, troubleshooting software and programming issues.2. Monitor the process of installation, testing and commissioning.3. Coordinates integration of different elements into one cohesive project.

Master'S Degree, Finance(Investment Management)

Master Of Science - Ms, It Management

学士学位, 自动化工程