Yi L. Email and Phone Number

Intermidiaries, External Asset Managers, Family Offices

* Provide clients with investment ideas across all asset classes, including equities, fixed income, FX, structured products, funds and alternative investments* Conduct portfolio reviews for clients on asset allocation and generate/present new investment ideas, based on respective risk profiles and preferences* Providing multi-banked UHNW clients with aggregated asset allocation consulting service

* Provided advisory, sales and execution service in the following products: Options, FX, Precious Metals and Structured Products* Developed techniques to respond to multi asset product requests from clients through quick thinking, flexibility and multi tasking* Communicate market views, commentary and analysis (macro, fundamentals as well as technical) to Clients and Relationship Managers* Developed tactical trading ideas based on market conditions* Contributed to client… Show more * Provided advisory, sales and execution service in the following products: Options, FX, Precious Metals and Structured Products* Developed techniques to respond to multi asset product requests from clients through quick thinking, flexibility and multi tasking* Communicate market views, commentary and analysis (macro, fundamentals as well as technical) to Clients and Relationship Managers* Developed tactical trading ideas based on market conditions* Contributed to client presentations and proposals and assist in MAPS presentations and product campaigns* Developed quantitative tools for Treasury desk facilitating balance sheet management Show less

Trust, Insurance, Wealth Planning

* Performance analysis of invested and prospect hedge funds* Risk monitoring associated with our alternative investment* Internal tools development with Quantitative Desk* Watching over the hedge funds universe, the financial market and the alternative funds

* Set up internal fund research database. Created funds similarity search model* Meeting with fund managers, contributed to writings of internal fund rating reports and meeting notes* Funds analysis and portfolio review process with fund manager. Performance analysis and Portfolio optimization

Mergers & Acquisitions* Financial and strategic analysis of the industry and deal pitching / presentation* Company Valuation: Trading/transaction multiples, Discounted Cash Flow, Sum of the Part; Micro/macro indicators analysis; Financial statement analysis, etc.