Joyce L. Chiang, Cfa Email & Phone Number

- Comprehensive credit research including individual credit analysis and industry, sector thorough analysis of corporate financial statements and assess relative value- Portfolio management: market monitor, risk assessment and execution of asset allocation and rebalancing- Formulate strategies, create trade plans, and execute transactions on behalf of clients to efficiently maximize total returns- Performance attribution reporting- Compliance: insure portfolios comply with the client's investment policy, portfolio guidelines, and other key investment restrictions.- Liaise with sell side brokers, custodian counterparties and accounting.

Greater Seattle Area

Primary back-up Equity Trader- Obtain the best execution of all trades by using various trading strategies and algorithms.- Pre-trade transaction cost analysis to determine how orders can be entered into which markets.- Maintain broker commission budget in both soft dollars and step outs.- Reporting trades, maintain trading desk database and coronate with back-office and operation

- Generate and analyze financial reports using the Bloomberg Market system, YieldBook, Portia, and other Windows based software- Generate and analyze Fixed Income Total Return Attribution Reports- Resolve and analyze any fixed income trade issues or problems that arise- Reconcile month-end transactions and portfolio appraisals with bank statements- Primary back-up to the equity portfolio administration and equity trading position

Taipei Taiwan

- Summer Intern - Assisted in the negotiations of contracts.- Marketing research- Corresponded with customers, and general administrative duties

Master Of Science, Finance

Ba, Finance And E-Commerce & Is