Portfolio Management• Managed international proprietary equities investments for the company, by overseeing diverse portfolios, including equity, fixed income, commodities, derivatives, external discretionary mandate, and property portfolios. Directed portfolios for the company and Chairman Family Trust separately during various periods.• Spearheaded special project investment portfolio by implementing top-down investment strategies to achieve remarkable performance, recognition, and dividends from investors.• Generate inclusive financial reports and manage related taxation for chairman's property investment profile by covering hotel in US and residential apartments in Canada and Australia.Investment Performance Management• Formulate comprehensive investment plans and produce performance reports for investment committee.• Offer detailed analyses at different stages and execute strategic trades by performing thorough investment project screenings.Market Research & Analysis• Assess market and credit risk exposure of portfolios to lead P&L and performance attribution.• Devise long-term investment strategies and craft financing models to drive optimal results.Recognition & Achievement• Played pivotal role in facilitating sale of shares of Chapter 21 listed company Prosperity Investment Holdings Ltd. (310.HK) in 2009 by leveraging extensive knowledge and experience in corporate finance and providing crucial support to Chairman throughout process.

• Expertly managed equities, fixed income, and external funds for the company, respectively, across global markets including Hong Kong, Japan, South Korea, Singapore, Malaysia, Australia, US and London.• Regularly prepared comprehensive weekly, monthly, and quarterly portfolio performance reports for the company management, ensuring transparency and accountability.• Coordinate and manage the administration of investment activities and maintain proper documentation of investment dealing activities.• Active monitoring of investment and implemented effective risk measures to optimize investment returns for the company.• Compiling and monitoring basic portfolio risk reports and conducting simple performance attribution analysis contributed to the investment team's success.• Gather and analysis of research materials and data from companies, asset managers, and Bloomberg provided valuable insights and gave the investment team a competitive edge.

• Responsible for executing trade orders in a variety of financial instruments including Hong Kong and foreign securities, stock options, futures, short-sell, leveraged foreign exchange and commodities for in-house clients.• Provided valuable insights and market intelligence to clients by presenting comprehensive equity market research reports, technical analysis, and daily commentary.• Provided investment advisory services to clients and supported the dealing team with marketing efforts, leveraging the expertise to build and maintain strong relationships with clients and stakeholders.

• Forensic Accounting - Analysed and Interpreted complex financial records, transactions, and tracing funds to identify fraudulent activities.• Receivership - Assisting Receivers in debt recovery, and safeguarding assets to maximize returns to creditors.• Insolvency – Perform as accountant in charge of a retail company, in Creditor's Voluntary Liquidation. My judgment and strategic thinking were key to achieving optimal outcomes for creditors in the process of assessing the company's financial position, repayment priorities, managing businesses, disposing of assets, and conducting recovery litigation while convening creditors meetings.• Corporate Finance - Assisting Provisional Liquidators in stabilizing Hong Kong's largest property management company, preserving and securing other company assets, and developing a plan to transfer operations to the selected interested party.• Due Diligence – Provided support to prepare financial due diligence reviews and portfolio analysis to US Investment Bank for Bank of China's non-performing loan, leveraging my expertise in financial analysis and risk assessment to provide critical insights and analysis.

• Conducted statutory, system and field audits for a diverse range of clients engaged in various trades and businesses, including trading, manufacturing, and servicing.• Performed analytical reviews to identify trends, patterns, and anomalies in client's financial data in helping to identify potential areas of concern and opportunities for improvement.• Provided valuable taxation services to clients, ensuring compliance with tax laws and regulations while minimizing client's tax liabilities.