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Associate Analyst, International Equities:
Montgomery Asset Management, LLC,
San Francisco, CA, USA (July 00 - present)
- Assists in preparation of trading programs and performance attribution.
- Supports portfolio review activities, including individual equity, sector and country weightings and consistency across accounts; MAM portfolio attribution using FactSet and Barra Aegis.
- Gathers information to support portfolio construction and oversight trading executions and trade-related information.
- Prepares basic financial models and extracts research reports.
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Intern, Asia Pacific Services (APS):
Charles Schwab Co & Inc.,
San Francisco, CA, USA (Feb 00 - May 00)
- Performed customer service and business development activities at the call centre using English, Cantonese and Mandarin.
- Researched and resolved new and existing customers inquiries verbally using Reuters Plus, Legacy and Charles Schwab intranet, also identified their investment needs through cross-selling.
- Worked under a high pressure and multi-task environment utilising excellent communication, organisational and problem solving skills.
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Intern, Private Client Services:
Lehman Brothers, Inc.,
San Francisco, CA, USA (Sept 99 - Oct 99)
- Assisted in sales and marketing of IPOs and Family of Friends Program (ATON, ITXC).
- Managed high profile and mid-sized institution portfolios by developing financial analysis and investment strategies based on
clients' long-term and short-germ goals, income requirements and risk preferences.
- Opened new accounts.
- Provided technical support to New Accounts, Private Client Services (PCS), Institutional Client Group (ICG) and Syndicate and Marketing Group.
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Equities Research Intern:
Morgan Stanley Dean Witter, Los Angeles,
CA, USA (May 99 - Aug 99)
- Assisted Financial Advisor in conducting research on company profiles focusing on semiconductor, telecommunications and high-technology industries from MSDW database, Morningstar and S&P 500 reports.
- Designed and managed portfolio models using fundamental and technical analysis for medium and long-term investing.
- Presented updated market news, quotes and reports from Bloomberg and Reuters to supervisor.
- Analyzed client portfolios and recommended portfolio improvements.
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Data Management Clerk: Hyatt Regency,
Hong Kong SAR (June 96 - August 96 & June 97 - August 97)
- Assisted Marketing Analyst and Marketing Development Manager in analyzing surveys and creating marketing reports for the purpose of hotel's business and marketing
development.
- Utilized computer to track and update hotel guest history.
- Projects included entering, sorting, and gathering and extracting data from research questionnaires and surveys.
Volunteering Experience as Elderly Resident Advocate and Private Tutor for elementary school.
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