Patrick Phan Email & Phone Number
@bloomberg.net
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Who is Patrick Phan? Overview
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Patrick Phan is listed as Product Sales - Portfolio and Risk Analytics - PORT Enterprise at Bloomberg, a with 25569 employees, based in Singapore. AeroLeads shows a work email signal at bloomberg.net and a matched LinkedIn profile for Patrick Phan.
Patrick Phan previously worked as Product Sales - Portfolio & Risk Analytics - PORT Enterprise at Bloomberg and Buyside Enterprise Relationship Manager at Bloomberg Lp. Patrick Phan holds Bachelor Of Science (B.Sc. With Honours), Accounting And Finance (With Industrial Placement), First Class Honours from University Of Bath.
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About Patrick Phan
Patrick Phan is a Product Sales - Portfolio and Risk Analytics - PORT Enterprise at Bloomberg. He possess expertise in accounting, financial accounting, management accounting, corporate finance, capital markets and 10 more skills. He is proficient in Vietnamese.
Listed skills include Accounting, Financial Accounting, Management Accounting, Corporate Finance, and 11 others.
Patrick Phan's current company
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Patrick Phan work experience
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Product Sales - Portfolio & Risk Analytics - Port Enterprise
CurrentProduct sales specialist for Bloomberg's Portfolio & Risk Product, PORT Enterprise.Client coverage: Singapore based asset managers, asset owners, life insurance, hedge funds and family offices.Knowledge expertise in performance attribution, factor risk models, portfolio optimisation, VaR and stress testing.
Buyside Enterprise Relationship Manager
Relationship Manager for Key Buyside Accounts across Singapore & Malaysia.
Buyside Enterprise Account Manager
Account Manager for Key Buyside Accounts across Singapore & Malaysia.
Analytics Team Leader
Led a 8 person Analytics team in the Bloomberg Singapore office to deliver exceptional levels of customer service to our clients using the Bloomberg Terminal.Interviewed and trained new hires in Analytics department and coached them to progress to Enterprise Sales. Led the 2019 and 2020 Singapore Sales & Analytics Internship programs.
Senior Portfolio Analytics & Risk Specialist
Portfolio Analytics Specialist covering financial buy-side institutions across EMEA (2014-2017) and APAC (2018 - Present).Responsibilities:1) Provide customer service to Bloomberg clients who use the portfolio & risk analytics platform (PORT). Clients include asset management firms, hedge funds, family offices and private investors.2) Advise on how to perform portfolio optimization, backtesting, factor risk analysis, performance attribution, FX hedging and portfolio construction using PORT. 3) Support the sales force with product demos to new business prospects. 4) Organise and teach internal courses on portfolio analytics.
Interim Team Lead
Led a team of 8 people in the Portfolio Analytics division to deliver exceptional customer service to Bloomberg clients using the portfolio & risk analytics platform (PORT) across EMEA.
Sharedealer
Worked in the Investment Services division dealing directly with shareholders of FTSE 100 and FTSE 250 companies requests to buy/sell shares.
Securities Operations Analyst
Completed a 14-month work placement in the Operations division and received an offer to work full-time after graduation. For 4 months, I worked in Syndicate Operations supporting IBD Debt Capital Markets in the structuring and execution of bond issuances that covered agency, financial and sovereign institutions across EMEA. For 10 months, I worked in Trading Operations managing the risk of the EMEA Fixed Income trading desks that covered Asset-Backed Securities, Credit, Mortgage, Convertible Bond and Private Wealth Management.
Distributor
Worked part-time as a distributor for a Chinese Wholesaler that involved delivering food supplies to a range of Thai and Chinese restaurants across the West Sussex area.
Patrick Phan education
Bachelor Of Science (B.Sc. With Honours), Accounting And Finance (With Industrial Placement), First Class Honours
Education record
Education record
Frequently asked questions about Patrick Phan
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What company does Patrick Phan work for?
Patrick Phan works for Bloomberg.
What is Patrick Phan's role at Bloomberg?
Patrick Phan is listed as Product Sales - Portfolio and Risk Analytics - PORT Enterprise at Bloomberg.
What is Patrick Phan's email address?
AeroLeads has found 1 work email signal at @bloomberg.net for Patrick Phan at Bloomberg.
Where is Patrick Phan based?
Patrick Phan is based in Singapore while working with Bloomberg.
What companies has Patrick Phan worked for?
Patrick Phan has worked for Bloomberg, Bloomberg Lp, Equiniti, Goldman Sachs, and Oriental Horizon Ltd.
How can I contact Patrick Phan?
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What schools did Patrick Phan attend?
Patrick Phan holds Bachelor Of Science (B.Sc. With Honours), Accounting And Finance (With Industrial Placement), First Class Honours from University Of Bath.
What skills is Patrick Phan known for?
Patrick Phan is listed with skills including Accounting, Financial Accounting, Management Accounting, Corporate Finance, Capital Markets, Fixed Income, Financial Risk, and Finance.
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