Eddy Chen, Cfa Email & Phone Number

San Francisco, CA, US

San Francisco, California, US

San Francisco, California, US

• Maintained the balance of loan supply and investor demand across the platform’s numerous products, optimizing interactions between borrowers and investors to minimize borrower funding times and sidelined investor cash..
• Identified several pricing inefficiencies and monetization opportunities within the existing platform. Leveraged these findings and worked with the Product and Engineering teams to launch a redesigned platform.
• Formulated and implemented a multifaceted investor scorecard aimed at promoting marketplace efficiencies by prioritizing the deployment of capital from the most resilient, diverse, and profitable funding sources.
• Regularly conducted ad hoc analyses in addition to publishing standardized reporting on the business; considered the source of truth for any platform-related inquiries. Consistently transformed data sourced from.

New York, NY, US

• Segmented iShares’ client base into distinct, behavior-oriented groups, pairing each with the customer management tactic most likely to generate incremental business.
• Aligned wholesaler compensation with business results by brainstorming, formulating, and implementing a compensation model which determines quarterly bonus payments via a blend of financial metrics (overall business.
• Provided guidance on budget allocations, staffing decisions, and compensation parameters by projecting growth targets for iShares’ Private Wealth sub-channels.
• Mentored two junior colleagues on database architecture, SQL proficiency, VBA macros, and other technical skills necessary for fulfilling the business’ reporting needs
• Revamped the iShares Private Wealth wholesaler approach to territory management, strategically assigning focus cities and carving out activity goals to improve wholesaler efficiency with respect to business growth.
• Built the Research and Analytics group’s analytical capabilities from the ground up, designing a SQL Server database, populating it with data sourced from third party vendors, and educating our internal business.

San Jose, CA, US

• Extracted usage and transactional statistics for various pages on the eBay site to gauge the business impact of proposed modifications, working with project management and product development to tailor each initiative.
• Quantified the inverse relationship between page rendering times and a user’s propensity to purchase items on eBay, providing senior management with the ability to project the financial implications of additional site.

New York, NY, US

• Developed new / enhanced existing models to estimate the VaR and liquidation costs of potential (and existing) client portfolios, ensuring adequate and competitive margin requirements were quoted (or in place).
• Automated margin adequacy reporting which, coupled with profitability reports, ranked clients by profitability-to-risk ratios, illustrating balance sheet inefficiencies and driving business decisions.

US

• Traded custom baskets, single stocks, and indices (futures, baskets, and / or ETFs) to hedge a multitude of clients’ swaps positions on a ~$20 billion long / short book.
• Developed macros to assist in trading large, complex orders, enabling the desk to handle greater order flow.
• Quoted custom basket financing levels for clients for based on current and projected hedging costs.
• Automated reporting to identify the most profitable products, transactions, and clients.
• Enhanced an existing trade blotter by adding modules to organize transactions by client and provide up-to-date profit & loss statistics using live market data.
• Researched inflationary indicators, providing background on the various measures of inflation and their impact on the capital markets.

US

• Developed a pricing upgrade strategy increasing the credit card usage of existing customers. This upgrade, mailed twice a year, brings in an additional $85 million in balances and $3.5 million in revenue per year.
• Managed the penalty pricing business module; responsible for determining its strategies, forecasting financial impact, and guiding its interaction with other business units. This module generates approximately $125.
• Created financial simulations employing predictive models to determine optimal APRs to grant customers, effectively taking into account price sensitivity and customer risk.
• Constructed various experimental designs and analyzed test results for customer solicitations to give guidance on improving product features and targeting strategies.
• Performed cluster analyses to create predictive models aiding in segmenting customers into different behavioral groups, ensuring proper offer selection and treatment.
• Designed several innovative predictive variables allowing for the better assignment of product upgrades commensurate with risk.

Master Of Business Administration (Mba), Analytic Finance, Economics, Accounting

Bachelor Of Science (Bs), Commerce - Finance & Mis