Worked alongside the Asia Pacific CEO to oversee business development across Hong Kong, Singapore, Taipei, and Shanghai; driving marketing initiatives within Asia.

Worked closely with portfolio managers, investment analysts, and the research group across the organization globally and handled Request for Proposals (RFPs), sales pitches, and business opportunity projects to market the firm’s investment capability in global real estate securities. Focused working with existing and potential clients within Hong Kong/China, Japan, Australia, South Korea, and Singapore.

Provided guidance and support to 25+ aspiring entrepreneurs and/or marketing managers who look to grow their brand presence online and in creating effective media plans; during a 10-week part-time digital marketing business course.

• Part of the institutional and channel sales team responsible for accounts management, client servicing and relationship-building• Handled both ad-hoc and regular requests for fund materials, market views, data analyses, RFPs, and marketing intelligence• Arranged marketing campaigns and road shows with key clients and distribution partners• Collaborated with back-office departments to bring about new business initiatives relating tofund operations, corporate actions, new product launch, and corporate development

• Identified undervalued equity investments in the Asian retail industry through conducting company visits, bottom-up research, and forecasting financial data• Presented a market positioning analysis on a China sporting goods company, highlighting its competitive advantages and operational strategies within the market• Prepared bi-weekly sales presentations specifying recent macro trends, the firm’s investment approach, and fund performances

Managed two main projects including advising a San Francisco-based venture capital on boutique hotel opportunities in Shanghai and planning event logistics and seeking sponsorships for the 2008 AmCham-China Charity Ball, raising over US$264,000.

Researched and prepared presentation materials on prospective investment opportunities, including an Asian private equity fund focusing on bridge financing and private equity investments in coal, mining, and infrastructure companies in China; and a clean development mechanism (CDM) project targeting the emerging markets of emission and environmental credits and water equities in China.

Planned creative lessons and organized in- and ex-classroom activities to help underprivileged Chinese secondary school students learn the English language.