JOSEPH O. CHAN
www.linkedin.com/in/josephchan****/
*** ****** ****** ***. ****, Jersey City, NJ 07302 Mobile: 1-917-***-**** Email: *************@*******.*** PROFESSIONAL EXPERIENCE
JC PROJECTS Jersey City, NJ
Founder/CIO 2014-current
Developed brand vision and website for a new athletic and events center resulting in 196% M/M revenue growth
Established and updated social media platforms resulting in increased brand awareness and client retention
Founded "ROLL4LIFE" philanthropy which sponsors underprivileged children to learn martial arts
Developed digital and print marketing material and implemented retail and online sales strategy resulting in 93% M/M client growth
Responsible for operational execution including securing real estate, contract negotiation, class schedule optimization, and product mix
NATIXIS INVESTMENT BANK (BPCE GROUP) Hong Kong, SAR & New York, NY Vice President – Asia Dealer, Medium Term Notes (2012-2014) 2006-2014
Generated 160% and 200% respectively of 2012/2013 budgeted P&L by sourcing EU issuers with Asian investors
(including Taiwan, HK, Japan, Korea, Singapore, and Australia) seeking to invest in local Asian and G7 currencies
Traded $500MM+ MTN structured notes on FI, FX, and Equity assets and expanded desk coverage to include CDs
Managed onboarding process and documentation for ISDA, CSA, and swap line agreements by coordinating with DCM, Sales, RMs, Legal, Compliance, and Tax which led to new Asian issuers and investors Vice President – Asia Syndication (2013-2014)
Facilitated book building process between origination and sales for $1B+ public bonds Vice President – Structured Credit (2006-2012)
Analyzed month end P&L/Greeks with Risk Management and hedged portfolio against daily VAR
Structured and hedged $6B+ in Investment Grade and HY CDO portfolios for US and European counterparties
Developed crucial VBA based portfolio optimization, trading, and reporting tools needed to run the desk
Led front office team and managed summer interns during Summit to Calypso trading software migration
Created mission critical database of tradable ABS and Corporate credits utilizing various 3rd party data sources SUPERDERIVATIVES, INC. New York, NY
Senior Account Manager 2005-2006
Identified and renewed major banks and institutional customers with an average 50% increase in contracted revenue
Increased client base in the NY and Southwestern US region by 35% CANTOR FITZGERALD, LLP New York, NY
Associate – Investment Grade Institutional Sales 2004-2005
Identified and engaged clients which resulted in sales of $20M+ corporate bonds ARIBA, INC. Sunnyvale, CA
Product Manager (2000-2001) 1999-2001
Authored product requirements documents, resolved customer issues, managed four technical teams, and project managed the development life cycle of application components Application Sales Engineer (1999-2000)
Trained team of 15 account managers while selling 175% of sales quota and receiving President’s Club award EDIFY CORPORATION Santa Clara, CA
Senior Consultant 1998-1999
Developed custom business banking application and improved application performance for a $500M financial client NTT INNOVATION INSTITUTE, INC. (FORMERLY KEANE, INC.) San Francisco, CA Consultant 1997-1998
Lead and mentored 8 consultants for Y2K remediation at 2nd largest U.S. supermarket retailer EDUCATION/CERTIFICATIONS
COLUMBIA BUSINESS SCHOOL New York, NY
Master of Business Administration, Concentration in Finance and General Management 2002-2004 THE UNIVERSITY OF CHICAGO Chicago, IL
Bachelor of Arts with Honors, Concentration in Economics 1992-1996 ADDITIONAL
Proficient with MS Office suite, VBA programming, SQL, Google Adwords, and Windows Operating Systems
Conversant in Mandarin Chinese; US and Hong Kong Citizen; FINRA 7, 63, 55; SFC Paper 1
Interests include SCUBA diving, Brazilian Jiu-Jitsu teacher, and Lambda Phi Epsilon Fraternity Alumni President
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