Eric Chang, Cfa Email & Phone Number

-Strategy & development of artificial intelligence and NLP solutions within Morgan Stanley Wealth Management-Built in-house Intelligent Assistant to support Morgan Stanley's over 25 thousand financial advisers-Selected as part of Morgan Stanley Change Agent innovation prgoram

Greater New York City Area

Signac was a joint venture between Palantir and Credit Suisse which combined industry expertise with the best of Silicon Valley data analysis software to reduce operational risk for financial institutions. Worked as senior partner to the founders on strategy, operations and product, successfully taking the company from 0 to 1 and grew the data science & engineering team to over 10 people.http://www.bloomberg.com/news/articles/2016-03-22/credit-suisse-cia-funded-palantir-build-joint-compliance-firm

Greenwich, Ct

•Bespoke Portfolio Analysis & Client Communication: -Represent systematic macro strategies, including AQR’s flagship macro hedge fund, at client meetings-Deepen client relationships though anticipation of client needs and concerns, and partnering with research, portfolio implementation and business development teams to create relevant materials.•Portfolio Oversight & Monitoring: -Create and develop portfolio monitoring tools to ensure consistent strategy implementation. -Investigate any issues and coordinate across internal teams to apply portfolio changes.

London, United Kingdom

• Multi-Asset Investment Solution Design & Portfolio Construction: -Advised on strategic asset allocation and risk budgeting for over 50 institutional clients -Established tactical asset allocation (TAA) views with CIO through quantitative and qualitative research -Managed client portfolios and constructed trades to reflect bespoke TAA positions within set guidelines for TAA and Outsource CIO (OCIO) clients -Implemented leveraged Liability Driven Investing (LDI) strategies on over $23 billion custom liabilities• Client Relationship Management: -Oversaw $4 billion AuM in client solution mandates – completed portfolio reviews, deepened client relationships and developed investment strategies -Increased annual revenues by $4.5 million through management of multiple sales channels in LDI, OCIO and asset allocation advisory services -Authored thought piece publications on investment themes for internal and external investors• Product Strategy: -Led and managed the scalable investment solution service line targeting institutional investors -Designed new investment solution services to enhance business offering and expanded the client base by over 10% -Developed marketing strategy and custom fee structures based on client feedback and competitor analysis -Launched internal initiatives to streamline and enhance analytic processes and capabilities including a scalable offshore resource model that saved over 80 man hours

Greater New York City Area

•Data Analysis - Risk & Asset Valuation: o Oversaw risk analyses on over $1.5 trillion fixed income and derivative assets for portfolio managers to make ALM hedging and trading decisions, including customized stress testing and model adjustmentso Modeled cash flows in SQL, using over 50 key security characteristics to value over $100 billion of commercial real estate and residential mortgage-backed securities•Business Development: o Partnered with research, modeling and analytics teams to build a customized loan default model on time and on budget to address a client’s specific need, generating $3 million of annual revenueo Analyzed and advised on balance sheet risk & liquidity for central banks and investment banks •Team & Talent Managemento Managed analysts to develop and maintain risk system, supporting over $6 million in revenueo Led training sessions for internal teams on portfolio analytics, risk models and SQLo Mentored over 10 interns and analysts as part of a firm-wide mentorship program

• Researched and assessed new technologies potential impact and possible use for sales and trading groups• Developed part of a Sales & Trading web interface that combines multiple sub-business unit applications• Explored various financial courses at GSU in addition to supporting my applications in production

• Communicated with database administrator to take user cases and turn them into software artifacts• Designed and developed a DB2 tool to compare and synchronize data across various DB2 environments• Contributed to the design and development of a DB2 monitoring tool for real-time and historic records

Bachelor Of Science, Electrical And Computer Engineering

Education record

Activities and Societies: Student Government Treasurer, Debate team, Impromptu and Extemporaneous speech team, World Vision,