Frederick Chan Email & Phone Number

Hong Kong

Hong Kong

Hong Kong Sar

• Conduct day-to-day credit analysis on assigned portfolio of ratings/credit• Generate financial projection models and provide credit drivers to form well-reasoned credit conclusions• Monitor credit quality and trends by following market developments; analyzing issuer reporting and engaging with issuers directly for follow-up clarification and information• Complete credit estimates to assess elements of credit risk in certain rated transactions• Prepare core research as… Show more • Conduct day-to-day credit analysis on assigned portfolio of ratings/credit• Generate financial projection models and provide credit drivers to form well-reasoned credit conclusions• Monitor credit quality and trends by following market developments; analyzing issuer reporting and engaging with issuers directly for follow-up clarification and information• Complete credit estimates to assess elements of credit risk in certain rated transactions• Prepare core research as applicable to the LOB for example credit opinions, issuer and sector comments, press release, etc in collaboration with the lead analysts Show less

Hong Kong Sar

• Supported new deal set-up, data capture, lifecycle data maintenance, data quality assurance and track support to the rating analysts within the designate Line of Business (LOB)• Built positive relationships with clients to ensure customer satisfaction• Identified discrepancies with data and/or requests for follow up with the analyst

Hong Kong

• Managed an assigned principal investment portfolio, including monitoring and ensuring compliance with the terms of the investment agreements, tracking and recording the development impacts of projects• Liased with operation units and regulatory authorities (such as attorneys and accounts) on matters arising from the investment funds• Provided assistance in the structuring, evaluation and documentation of transactions• Monitored corporate investments and report to the Managing… Show more • Managed an assigned principal investment portfolio, including monitoring and ensuring compliance with the terms of the investment agreements, tracking and recording the development impacts of projects• Liased with operation units and regulatory authorities (such as attorneys and accounts) on matters arising from the investment funds• Provided assistance in the structuring, evaluation and documentation of transactions• Monitored corporate investments and report to the Managing Director for any alerting news from the global market Show less

Hong Kong

• Analyzed economic and market data to support investment decisions internally and in client communications externally• Assisted the middle office to update the investment portfolios and instrument databases, monitoring figure and option positions• Supported the investment team in its trading activities of various asset classes including FX, rates and credit• Served as point-of-contact for the custodian, fund administrator and brokers throughout the transaction process and for… Show more • Analyzed economic and market data to support investment decisions internally and in client communications externally• Assisted the middle office to update the investment portfolios and instrument databases, monitoring figure and option positions• Supported the investment team in its trading activities of various asset classes including FX, rates and credit• Served as point-of-contact for the custodian, fund administrator and brokers throughout the transaction process and for reconciliation purposes Show less

Hong Kong

• Conducted fundamental and quantitative analysis, specializing in Hong Kong-listed equities and new issues of corporate/treasury bonds• Monitored news, corporate actions and earnings results for portfolio holdings and potential investments• Produced newsletters to provide clients with daily updates including portfolio positions analysis and trade information• Liaised with portfolio managers to monitor investment activities

Hong Kong

• Analyzed and processed company financials and earnings estimates within the Greater China database• Worked closely with internal departments across the company including sales, news and research and development to improve the data platform