Jonathan Chang Email & Phone Number

Hong Kong

Hong Kong Sar

1. Focused on the development of retail and institutional channel distribution channels with presence in Hong Kong and Greater Bay Area (“GBA”). As part of the team, we generated >HK$1 billion net sales in 2023 alone. 2. Monitoring of developmental progress of sales and marketing projects. 3. Received a trophy of recognition for “outstanding contribution and commitment” as part of a major company project.4. Part of the team that helped develop greater awareness of Principal’s Mutual Fund distribution business in the Hong Kong and Greater Bay Area (“GBA”). 5. Coordinating and managing relationship for Principal’s strategic partnerships in developing fund products for WMC opportunities.6. Supporting role in business research and market intelligence analysis7. Collaboration with marketing and investment team to create generating pitch book, RFP/RFI, translation and editorial support for sales materials and for clients.8. At the forefront of client servicing, preparing monthly/quarterly/annual reports for clients including commentaries, fund performance summary, factsheet data, quarterly fund performance review presentations, due diligence questionnaires, invoices, agreements etc.

Hong Kong

1. Created the marketing materials for two sub-funds that are geared towards high net worth investors, one investing in equities from Hong Kong based companies with a high Chinese customer base, and the other investing in bonds that finances a residential property project in Vancouver, Canada.2. Writes investment reports for the company in the event that we decide to buy or sell a specific stock for the fund, as well as write quarterly market outlook reports for the quarterly board meeting with the fund directors.3. Maintained communications with custodian and shareholders pertaining to matters relating to the fund. 4. Created daily portfolio valuation reports for the fund, as well as trade blotters, monthly valuation report and other operational tasks for the company.

Beijing City, China

1. Analyzed the various types of asset classes and bond funds and involved in the selection process for collective investment schemes2. Made daily reports on the international stock market, particularly Greater China region and the US, so that only the relevant information is shown and everything else is filtered out.3. Set up contact and carry out due diligence processes with fund management companies, conduct manager research processes by using database such as eVestment and also prepare due diligence report on each manager.4. To work with key distributors on structuring QDII products that allow investors to invest in foreign fixed income and foreign equities. These products are normally option-wrapped structures that could max the exposures and cap the drawdown by hedging various risk exposures.

Taiwan

1. Responsible for basic financial analysis on stocks approved in the investment universe every morning.2. Analyzed the local investment market and wrote reports on the current situation of the market and recommendations on how to deal with the problem, all with the aim of increasing business as well as revenue for the company. 3. Attended various client meetings with the team, where I had a first-hand look at how business deals are created and how client relationships are fostered in a real-world setting.

Taipei City, Taiwan

1. Provided research supports and data analysis to analysts who are covering local equity market by helping them research on BBC, Wall Street Journals etc.2. Worked in a small team that analyzed the international stock market every day, with all reports send to the division manager for his usage.

Master'S Degree, Master Of Science In Management

• Collaborated with Transient Workers Count Too (TWC2) and produced a short film aimed to raise awareness for health- & occupational.

Bachelor Of Arts - Ba, Sociology

Education record

Activities and Societies: Peer Leadership Council, Student Council, Honor Roll