Simon Kong Email & Phone Number

Paramus, Nj, Us

New York, Ny, Us

• Delivered equity solutions, market insights, and actionable ideas to financial advisors on the Morgan Stanley Wealth Management platform, focusing on single stocks, ETFs, and closed-end funds.• Published client-facing quantitative equity strategy and monthly index performance reports, equipping advisors with key insights & ideas for client meetings and portfolio reviews.• Analyzed and reported on managed and transactional equity business performance to senior management, driving team sales strategies.• Partnered with the Technology team to enhance equity trading systems, optimizing service delivery for clients and advisors.• Led sales efforts for the Fully Paid Lending program, uncovering new income opportunities for clients and driving substantial revenue growth.• Oversaw content creation and distribution of Morgan Stanley Institutional Research, reaching over 17,000 financial professionals through daily communications.

New York, New York, Us

• Developed & published various equity strategy reports highlighting attractive investment opportunities. Most of my work consisted of doing fundamental research on Factset and Bloomberg. I also collaborated regularly with institutional research to come up with new thematic strategies. Some areas of focus in my research were in yield, growth at a reasonable price, & valuation.• I spent a couple of years working as the Consumer Discretionary /Telecommunications Sector Specialist. I wrote daily email commentaries highlighting tactical investment opportunities as well as industry/company news in the aforementioned industries

New York, Ny, Us

- Worked with Portfolio Managers to implement portfolio strategies for clients interested in equity investing.- Performed portfolio reviews to ensure that portfolio managers were well diversified and adhered to client investment profiles.