Carven Poon

admy1e@r.postjobfree.com

415-***-****

OBJECTIVE

Possess hand-on experience in investment & financial services industry and more than 4 year of data analytics experience. With proven success in providing insights, strategies, data modeling and analytics for financial service institutions as well as managing various business projects. Current student in Master of Science in Data Analytics in San Jose State University. Successfully obtained investment (CFA level 4) and Data Science certificate. New career advancement seeking. SKILLS & KNOWLEDGE

Financial Products & Capital Market Knowledge: Financial models, Equity, Fixed Income, Traditional and Alternative Investment: Derivatives; Fund & Hedge Fund strategies

Science degree holder specialized in Mathematics; Current master’s degree of Science in Data Analytics

Data Science: Machine Learning / Deep learning Algorithms, Predictive & Statistical Modelling, Linear & Logistic Regression, Random Forest, Naive Bayes, Decision Tree, Clustering, PCA, SVM, NLP, CNN, Neural Network

Project Management knowledge: Prince2 Foundation & Practitioner Project Manager Certificate Computer skills: Excel, Salesforce, SQL, R, Python (Pandas, NumPy, sklearn, Tensorflow, keras, SciPy stack, Statsmodels), VBA, C++, Tableau

Languages: Cantonese, Mandarin and English

WORK EXPERIENCE

HSBC – Network Management & Market Intelligence - Business Analyst (Sep 2016 – July 2017) Responsible for system migration project and performed as a Business Analyst :

Communicated with all the stakeholders or cross-departments to make sure the project was on schedule.

Created the High-Level Dash Board about workflows, flow diagrams, and process architecture by using the underlying data for the project analysis and status.

Designed and implemented tests to build and optimize drivers of the business.

Helped and took ownership in reporting of critical tracking metrics and weekly status reporting and progress updates as well as forecasting.

WORKING HOLIDAY PROGRAM – London (Jan 2014 – Jan 2016)

CFA: Investment Management Certificate

Prince 2: Project Management Certificate

London Business School: Investment Management Certificate HSBC – Global Market department - Client Management (CRM) (Sept 2014 – Feb 2015) Responsible for Marketing Analytics & Strategic Planning function for the Equity department:

Designed analytical frameworks and business metrics to understand complex business problems, to fulfill business needs and to optimize revenue and market shares by conducting quantitive data analysis to identifies meaningful insights for business growth.

Generated useful ideas and advises based on researches on the market, trends and business models and conducted performance analysis (KPI) to identify and to model positions of the firm by implementing data and information.

Designed business and customer behavior researches, metrics, strategies and analytics by analyzing historical performance, predictive analytics, scenario analysis and market drivers of loyalty using external data, Broker Reviews, and survey providers (Greenwich, McLagan, and Institutional Investor), and then redirected the Sales team to refocus on the top clients to improve efficiency.

Measured and predict the sales growth and performance (KPI & Scorecard) for the team to enhance the revenue performance by clarifying the strategies plans for regions, markets and by designing of employee rewarding system and by using data analysis tools for analyses, such as, Qlikview, VBA.

Sales life cycle was shortened by improving efficiency, redesigning business model, market expansion plan, sales optimization focus, market segmentation & penetration plan, and change strategies. AWA TECHNICAL – Assistant Marketing Manager (Nov 2012 – Oct 2013) Responsible for Sales & Marketing function:

Led the marketing function to promote environmental products to corporates.

Designed & strategized the marketing data and plans for the products which opened the many leads for the company.

BNP PARIBAS - Client Account Management (May 2011 – Jun 2012) Responsible for Strategy Planning function for Global Equity and Commodity department:

Identified and simplified the business needs and complex problems into clear simple stories.

Designed and implemented Business and marketing strategies by using external data and internal data

(Bloomberg, FactSet) which enhanced the Sales’ time usage and process efficiency.

Structured and presented client and product marketing campaigns for senior managers for all buy-side clients.

Consolidated feedback, research and competitive insights for management team strategy planning.

Led the optimization and cost savings of direct marketing campaigns through actionable marketing program analytics and insights.

Developed segmentation and targeting method leading to improved campaign performance.

Designed, built and back testing new CRM Data Management systems and Order management system with an internal IT department for analyses and data visualization purpose. STANDARD BANK- Money Market and Foreign Exchange Sales (Jul 2010 – Jan 2011) BARCLAYS CAPITAL - Sales Assistant (Jan 2010 – Apr 2010) MERRILL LYNCH - Sales Support (Jul 2008 – Jan 2009) STANDARD CHARTERED BANK - Front Office Support (Jan 2008 – Jul 2008) CALYON INVESTMENT BANK - Client Service Support (Mar 2007 – Sep 2007) QUALIFICATION

SAN JOSE STATE UNIVERSITY (Aug 2019 - Present)

Master of Science in Data Analytics

UNIVERSITY OF BRITISH COLUMBIA (Dec 2006)

Bachelor of Science in Mathematics

UNIVERSITY OF CALIFORNIA, SANTA CRUZ (March 2019)

Business and Leadership Certificate

Database and Data Analytics (Data Science) Certificate SIX SIGMAS GREEN BELT (Nov 2017)

Process Improvement & Performance Optimization Certificate PRINCE2 (Apr 2016/Aug 2017)

Project Management Foundation & Practitioner Certificate CFA INSTITUTE (Nov 2015)

Investment Management Certificate

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