ANDY HO KAM TO

+852-****-**** add0fa@r.postjobfree.com Chai Wan, Hong Kong

Experienced working collaboratively with portfolio managers to deliver quantitative research that informs trading ideas, investment recommendations and portfolio strategies

Strong capability performing data mining, financial modelling and stock analysis with the ability to translate financial data into meaningful information

Methodical work style, capable of producing highly detailed work, meeting tight deadlines and delivering consistently high standards across multiple reporting lines

Demonstrated ability to work independently and as a team player

Multilingual communicator able to speak and write in Cantonese, Mandarin and English

Genuine interest in how data management can be a valuable tool in creating and maintaining a competitive advantage in the market

Excellent technology skills with proficiency in Microsoft Excel, Bloomberg and FactSet

CAREER EXPERIENCE

Analyst, Research Department Innovax Securities Limited Sep 2017 – Present

Innovax Securities Limited (CE Number: BHV052) has been granted Type 1 & 4 licenses from the SFC as part of the business expansion strategy for Innovax Group to enlarge its business scope to securities business with focus on providing securities dealing and brokerage services to the retail and corporate clients. As the Research Analyst, this role is required to distribute research reports to clients. Routine duties include:

Compiling, maintaining and analysing financial data across US and Hong Kong stock markets

Conducting research reports on both daily and monthly bases

Assisting the company’s CEO draft weekly and bi-weekly columns on financial magazines and websites

Writing Hong Kong stock picks (mainly on TMT and consumer sectors) outlining recommendations for clients

Composing ad-hoc research reports on Hong Kong listed companies

Holding weekly meetings for customer service department for research recommendations

Conducting pre-deal research reports of new IPO listings [e.g. Bonny International (1906 HK)]

Attending listed companies’ non-deal roadshows and earnings conference calls on ad-hoc bases

Analyst Perpetuum Wealth Management Jun 2015 – Sep 2017

Perpetuum Wealth Management is a Hong Kong based independent asset management firm who provides high quality investment services to private clients. As the sole Analyst, this role has a broad scope to ensure the company has accurate data to make sound investment decisions. Supporting 4 key portfolios, responsibilities included:

Established analytical processes and financial models to provide accurate and timely analysis of complex financial or business reporting that supports management decision making and performance monitoring

Compiled, maintained and analysed market and financial data across Asia, North America and Europe

Performed valuation analyses on listed companies, mainly on TMT sector

Reviewed asset allocation within existing equity and fund portfolios and making recommendations where necessary

Wrote commentaries and reports outlining Buy and Sell recommendations for portfolio managers

Reported monthly market commentaries and portfolio performance at investment committee meetings

Assisted in the portfolio construction process across a variety of equity value and growth strategies

Communicated with financial institutions including private banks to gather market commentary and inform stock recommendations

Assisted mangers prepare return reports and marketing materials to existing and potential clients

Assistant Fixed Income Trader Bank SinoPac, Hong Kong Dec 2014– May 2015

Bank SinoPac is a Taiwan-based banking company which operates through 129 branches in Taiwan. It is a subsidiary of SinoPac Financial Holdings which has a market capitalization of USD 3.4 billion. Situated in the Hong Kong branch, this role supported the Fixed Income trading team. Key outcomes included:

Performed financial statement and credit analyses of bond issuers mainly in Asian markets (including China Interbank bonds, Dim Sum bonds and Dollar bonds)

Monitored the credit risk of bond portfolios to minimise risk exposure

Reported daily mark-to-market profit and loss of bond portfolios to senior managers and department heads

Performed financial analyses (including earnings and cash flow) on enterprises to inform investment proposals to team heads

EDUCATION AND CERTIFICATIONS

2021 (Expected) Part-time MBA Candidate (Admitted in 2019) The Chinese University of Hong Kong

2017 Type 1 & 4 RA (CE Number: BLA401) The Securities and Futures Commission (SFC)

2014 Bachelor of Commerce in Accountancy, Second Class (Division I) Honours Hong Kong Baptist University

OTHER INFORMATION

Current salary: HK$ 24,000 / month

Expected salary: HK$ 30,000/ month (or negotiable)

Date of availability: 1 month notice

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