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Sales Analyst

Location:
New York, New York, 10011, United States
Posted:
March 02, 2011

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********* ****, CFA

** **** **** **. *** **F (347) *** **** *********.****@*****.***

NY, NY 10011

Prof Certified Financial Analyst ; FINRA Series 7 and 63; Singapore CMFAS Model

Cert: 1B /M5; Hong Kong Sec. Inst. Exam I

Independent Consultant Present

. Provide clients focused ABS and esoteric asset pricing and portfolio

analysis

Hexagon Securities, LLC Jan 2010 - Jul 2010

Sales - Fixed Income Sales and Trading New York, NY

. Institutional Salesperson crossing fixed income cash bonds in both

corporate (Investment Grade / High Yield) as well as structured credits

(Agency CMO/Non Agency RMBS, CDO, CLO, CMBS, ABS). Covering asset

managers, insurance companies, hedge funds, bank treasury departments,

bank prop desks in the US, Europe and Asia (Taiwan, Hong Kong, Singapore,

Korea and China) .

. Sales responsibilities in brokering secondary market bonds, selling new

ABS issuance and developing, cultivating prospects and managing client

relationships.

. Prospecting domestic clients and sourcing CLO/CDO paper from Asian

clients. Performing deal and collateral portfolio analysis with buy/sell

recommendation (Consultative selling) .

LGT Bank Wealth Management Asia Jun 2008 - Dec 2008

Director - Investment Advisory Hong Kong

. Advise high net worth individuals and work with relationship managers on

asset allocation and investment strategies based on macro view and top-

down analysis. Construct optimized portfolio for new accounts. Recommend

buying/selling on global equities, ETFs, credit / equity / FX- linked

products, sovereign/corporate debts, currency and commodity funds.

UBS INVESTMENT BANK Apr 2006 - May 2008

Associate Director - Global Structured Credit New York City, Hong Kong, Singapore

and Origination

. Market and pitch Collateralized Loan Obligation debts. Present non-

recourse private financing solutions to Chinese domestic banks, Asian

hedge funds, asset managers and investors. Manage client relationships

and offer real time client coverage on US and European structured credit

products.

. Structure, model and price Asian Collateralized Loan Obligations

securitized by emerging market distressed debts, Chinese bank loans,

Asian high yield bonds and private placements. Build in currency (NDF)

and interest rate hedge (IR /Asset Swaps) to reduce risks in deal

structures. Analyze asset qualities, and recommend portfolio compositions

to achieve maximum economic efficiency.

. Marketing activities include research and collect market industry and

segment analysis, develop marketing strategies and implement those

strategies. Source potential deals and pitch to target clients across the

regions. Focus on "reverse engineering" trades.

. Structure and execute US Asset Backed / Mortgage Backed hybrid, cash flow

and synthetic Collateralized Debt Obligation transactions (alternative

investments). Facilitate negotiations with asset managers, rating

agencies, insurance / hedge counterparties and investors. Prepare pitch

books, model cash flow waterfall; generate investor requested scenarios

runs to facilitate the selling process.

MOODY'S INVESTORS SERVICE Apr 2002 - Apr 2006

Analyst - Structured Finance Group, Derivatives New York, NY

and Funds

. Rate, model and monitor a broad range of structured products including

CLOs, ABS CDOs ( underlying asset pools composed of subprime, alt-A,

student loans, auto ABS, corporate bonds or bank loans), Structured

Notes, Principal Protected Notes, RMBS, CMBS and Credit Default Swaps

etc. Perform due diligence on issuers / asset managers.

Associate Analyst - Moody's Quantitative Risk Dec 1999 - Mar 2002

Management Services

. Develop Moody's proprietary Default Probability Models - RiskCalc.

Quantify financial variables' contribution to portfolio risk. Supervise

industry and company research to analyze Default Probabilities output and

its correlation with key financial variables. Perform quantitative and

qualitative analysis on equity and macro data.

GOLDMAN, SACHS & CO. 1995 - 1998

Programmer Analyst - Fixed Income / Equity Sales Systems New York, NY

. Led the design and development of a global database management of GS

trading platform

NEW YORK UNIVERSITY New York, NY

Leonard N. Stern School of MBA Jan 2003

Business

The Courant Institute of MS, Computer Science May 1994

Mathematical Science

NATIONAL TAIWAN UNIVERSITY BS, Computer Science and Taipei, Taiwan May

Information Technology 1992



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