8 years of overseas market trading experience(Including US stock, HK stock, Forex, Futures and Crypto)based on solid and stable trading strategy and techniques.5 years of relevant marketing experience in the financial industry, strong communication skills.Buy-side portfolio management experience with partner investment banks (JPMorgan Chase, Goldman Sachs, Citibank and etc.); track the performance of the existing investment products and provide analysis reports on the screening and comparison of potential investment products.Organized financial derivatives trading courses on behalf of the company (more than 100 trainees), and conducted professional knowledge and sales skills training for brokers.
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Global Investment Manager优脉(Youmy) Aug 2022 - PresentHuangpu District, Shanghai, ChinaInternational asset management. -
Senior Investment SpecialistShanghai Guangpeng Investment Management Consultant Ltd Dec 2021 - Jun 2022Pudong, Shanghai, ChinaWith the amount of assets under management (AUM) totaling US$3 million, mainly for U.S. stocks, gold and oil (gold and oil are strategic investments in the fight against inflation this year), in the course of the sharp decline in U.S. stock market since January this year, adhering to the low position defensive strategy, earnings of -3.27%, comparing to the NASDAQ performance of -27.52% in the same period. Bought Occidental Petroleum (OXY) at $49.44 according to analysis (Russia-Ukraine war) and deep research in March, 2022.Made the plan of buying US$1 million gold (SPDR GOLD SHARES) at the $1793/Ounce in January, 2022.Customized Forex trading strategy for the company's holding of offshore CNY and USD. We purchased a large number of US dollars in the range of 6.32-6.35 according to the strategy, before the sharp depreciation of the CNY (Due to the unexpected Covid lock-down in Shanghai).Weekly meetings with partner investment banks (JPMorgan Chase, Goldman Sachs, etc.) track the performance of the company's investment products and provide analysis reports on the screening and comparison of potential investment products (overseas secondary markets).Comprehensively track global stock market, exchange rate and commodity trends. Track and develop trading strategies for the company's A-share and H-share stock investments.
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Trader/Introducing BrokerCarrick Just Capital Market Ltd Nov 2019 - Sep 2021Auckland, Auckland, New ZealandIn charge of group trading tutorials for interns and clients every two weeks, individual investment salons are held every week, more than 100 people participating in trading courses and salons, and the cumulative deposit amount exceeds 2 million US dollars. Successfully led the client to short the U.S. stock indexes in March 2020, with an annualized return of more than 50%.Earned 18.36% annualized return (excluding the earning from shorting U.S stock index) in two years as the senior derivatives trader, and the number of trading transactions exceeded 20,000. Lead training to attract existing/potential clients to become sub-prime brokers so as to grow both company and personal's commission.
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Makreting Manager/TraderOptivest Business Consultant Limited Oct 2016 - Nov 2019Auckland, New ZealandResponsible for operating the company's EA system (automatic trading system), achieved an average annualized return of more than 15% in 7 years, created a good reputation among the overseas Asian investors, and raised a total of 2.7 million US dollars for the company's EA system investment project through long-term technical analysis reports and economic macro policy interpretations for clients.Created a record for the highest monthly trading lots within positive return, earned generous trading commissions along with proven excellent short-swing trading technique. -
Pharmacy AssistantGreen Cross Health May 2016 - Sep 2016500 Ti Rakau Drive, Botany Downs -
Night Market Intern TraderGolden Trade Nz Ltd Dec 2014 - Sep 2016
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Sales AssistantDogs Breakfast Trading Company Nov 2015 - Jun 2016Auckland, New Zealand -
Finance StudentMassey University Feb 2012 - Nov 2015Albany
Frequently Asked Questions about Henry J.
What company does Henry J. work for?
Henry J. works for 优脉(youmy)
What is Henry J.'s role at the current company?
Henry J.'s current role is Overseas Market Investment Specialist.
What schools did Henry J. attend?
Henry J. attended 新西兰奥克兰大学, Massey University, Parnell College.
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Associate Director - Quality & Business Excellence At Applied Materials IndiaBengaluru1yahoo.co.in -
Henry J.
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Expert In Ai Training For Businesses | Ai Training | Making You More Productive And Happier With Ai | International SpeakerUnited States
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