Yann Kwan Email & Phone Number

United Kingdom

London, Royaume-Uni

- Conducting Transaction Cost Analysis (TCA) to evaluate trading desks performance, for a portfolio of European Buy and Sell side institutions- Managing reporting processes and delivering research results. Target audiences : Head of Trading, Traders, Compliance Officers, Management.- Providing guidelines to Compliances Departments to monitor effectively the Best Execution policy in the context of MIFID.- Designing and customising client reporting packages.- Building client relationship: sales support, training, IT process implementation, account maintenance.

- Developed product requirements and functional specifications for new or modified Benchmark Applications. Benchmark families include MSCI, FTSE, Dow Jones, S&P, FactSet Aggregates, HSBC.- Managed projects with database engineers, application engineers, data research and quality assurance - Coordinated with documentation, marketing and training groups to communicate application features & benefits- Market research to achieve first-hand understanding of the marketplace expectations and competition

- In charge of a Portfolio of accounts including major investment firms in the industry - Provided creative solutions to test investment ideas and implement strategies- Trained clients in their offices and at training seminars- Created custom FactSet models, reports, screens, and automation routines across the investment processes- Provided support to monitoring processes of portfolio performance

Msc, Investment Management

Activities and Societies: Areas of study : Portfolio Management, Econometrics, Investment Banking, Markets Analysis, Derivatives Products.

Msc, International Business

Top French High Business School Diploma