Daniel Ung, Cfa, Cqf, Caia, Frm Email & Phone Number

London, Gb

Boston, Ma, Us

• Responsible for conducting asset allocation analysis and research across multiple asset classes (equities, fixed income, multi-asset, ESG)

Boston, Ma, Us

 Responsible for conducting research and producing written analysis of key investment themes, with a particular focus on smart beta Support sales colleagues to broaden and deepen client relationships Communicate our smart beta ETF proposition to external clients and colleagues

New York, Ny, Us

 Responsible for conducting quantitative research and product development/strategy (both UCITS and non-UCITS) across different asset classes (equities, commodities, fixed income, multi-asset, alternative beta products) for ETF issuers, asset managers, consultants, private banks, pension funds)  Carry out quantitative research using equity risk models (such as Northfield) and competitive analysis (such as Morningstar Direct) Participate in roadshows/meetings to discuss current investment themes and new ideas with different client segments Conduct investment strategy/asset allocation research for clients and industry/academic journals (e.g. The Journal of Indexes Europe and the Alternative Investment Analyst Review) Regularly conduct interviews with major industry/financial press and educational webinars

London, Gb

 Responsible for the product development and marketing of multi-asset structured products (equities, commodities, fixed income and mutual funds) to various client segments (onshore and offshore clients, HNW clients, family offices and charities)  Design derivative hedging solutions for discretionary asset managers within the bank Participate in client meetings with different client segments to promote and market new products as well as produce the relevant supporting documentation (presentations/factsheets) Contribute to team revenue of c.£30 million

Paris, France, Fr

 Develop cross-commodities and hybrid equities/commodities investor solutions (structured derivatives and index-linked UCITS funds) for private and institutional clients (mainly asset managers, insurance companies and private banks) in Belgium, Spain and the UK Conduct quantitative research and backtests for new product concepts Participate in client visits to discuss new ideas and market/promote new products as well as responsible for supporting generalist sales on technical questions Carry out bespoke research and asset allocation analysis for key institutional clients Structurer/Product Specialist

Nanterre, Ile-De-France, Fr

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Amsterdam, Nl

Assisted in the preparation of M&A pitches and company valuations

Worldwide, Oo

- Worked on company valuations ad M&A deals covering Latin America/Mexico- Prepared pitches and participated in the valuation of companies using models

Doctor Of Philosophy - Phd, Finance

Certificate Of Quantitative Finance, Quantitative Finance

Master Of European Business

International Business With Spanish And French

Beng, Mechanical Engineering