Investment Analyst, Passed CFA Level III
Hourly rate: members only
Availability: members only
Willingness to travel: Worldwide
Professional status: Employee
Last updated: Jul 23, 2024
Total work experience:
Language skills: English, Chinese,
Personal summary
A Masters of Finance graduate and an investment analyst with 4+ years of experience in the capital market. Passed all three levels of CFA. A former licensed trader with broad based investment product trading knowledge, project management, retail and corporate client facing experiences. Prior experience in credit risk analysis. Proven ability in financial modelling, equity research, valuations, counter party risk and credit analysis, programming and client communication. Working towards CSC.
Skills
Bloomberg Terminal2 S&P Capital IQ1 Reuters Terminal1 Python8 SQL8 Excel (VBA)1 Microsoft Power BI2 Tableau1 R (programming language)4 SAS (Software)1Language skills
English
Fluent knowledge
Chinese
Native speaker