Technology Product Manager with MBA

SONIA S. CHAN

EDUCATION

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

Chicago, IL

MBA: Concentrations in Strategic Management, Marketing, Finance, and Accounting

Sep 2007 - Jun 2009

* Awarded two-year merit-based fellowship by the Forté Foundation

* Selected as an Admissions Fellow and Student Ambassador for Booth

* Active member of the High Tech Group, Marketing Group, Corporate Management and Strategy Group, Chicago

Business Newspaper (Managing Editor), and Wine Club

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Cambridge, MA

Bachelor of Science in Economics, Minor in East Asian Studies

Sep 1999 - Jun 2003

* President of the MIT Asian Pacific American Caucus

* SAT Preparatory Instructor for the MIT Education Studies Program

EXPERIENCE

HSBC GLOBAL BANKING AND MARKETS

Hong Kong, China

Summer Associate, Investment Banking

Jun 2008 - Aug 2008

* Created marketing and sales presentation material for a $7.5B metal and mining client and a $2B international cosmetics

company

* Performed valuation analysis including precedence transactions, comparable companies, DCF and accretion/dilution

for various pitches for clients in the Resources and Energy Group as well as the Hong Kong Group

MOODY'S WALL STREET ANALYTICS

New York, NY

Assistant Vice President & CDO Software Product Manager, Structured Finance Software

Oct 2006 - May 2007

* Led CDO software product division, which generated 70% of company revenues (~$7MM)

* Crafted product and feature roadmap to enhance software to reflect new CDO structures, analysis techniques, and

rating procedures. Responsible for pricing of new software modules and price adjustments on existing subscriptions

* Managed cross-functional team of programmers and analysts to launch SQL and SaaS versions of the software

* Cultivated customer relationships with a portfolio of 15 clients, generating annual sales revenues of $1.2MM

* Presented software functionality to potential clients and successfully originated business with over 20 clients,

increasing client base by 20%

* Coordinated among internal project teams to drive product developments based on budget and time considerations

* Managed and mentored a group of five analysts

Senior Financial Engineer

Oct 2004 - Oct 2006

* Led customer management program through training and supporting clients with use of software to structure deals,

generate cash flows, run prepayment/default scenarios, and hypothetical trades

* Implemented employee training program. Hired, trained, and managed two new analysts

* Analyzed results of new modules through tracking new sales data and subscription renewal rates

Financial Engineer

Jul 2003 - Oct 2004

* Created financial models of securitized products for institutional investors, asset managers, and underwriters using a

proprietary C-based programming language

* Translated customer requests into software enhancements by working with programmers on product development

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Cambridge, MA

Research Assistant to Professor Richard Eckaus & Professor Daron Acemoglu

Feb 2002 - May 2003

* Analyzed the distribution of income changes in China before and after its economic reforms by computing changes

through graphing and analysis to develop an explanation for income discrepancies

* Assessed the effect of leadership on developing economies by collecting leaders' biographical data to build a detailed

dataset of their lives

ADDITIONAL

* Languages: Native proficiency in spoken and written Cantonese, fluent in Mandarin Chinese

* Computer: Working knowledge of Visual Basic, SQL, C/C++, Microsoft Access, Stata, SAS

* Volunteer: Big Brothers Big Sisters Program, New York Cares, MA State-certified Emergency Medical Technician

* Interests: Marathons (Chicago 2007 and 2008 finisher, New York City 2009 hopeful), travel, and restaurant reviews

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