cv of wang lai (angela) for 2015

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Wang Lai (Angela) Rm 02, 29/F, Nan Hai Mansion, 46 Kennedy Town Praya, Hong Kong Island Contact number: +852-64304099 Email address: [email protected] Education Faculty of Business and Economics, The University of Hong Kong 2008.09-2011.12 Bachelor of Economics and Finance Enrolled in courses: Finance, Economics, Statistics, Derivatives, Investment Portfolios Overseas Exchange Program, UC Berkeley, U.S Enrolled in courses: International Business, Psychology Faculty of Arts and Social Science, Zhejiang University Pre-college Exchange Program Enrolled in courses: Calculus, Econometrics, Logistics, Sociology and Literature Working Experience Guosen Securities (HK) Asset Management Co.Ltd, Hong Kong 2014.10- Present Business Associate and Trader Multi task position, middle-front office work. In charge of high-net-worth clients to meet their requests. Joined projects like: funds set up, custodian change, material convertible bond, pledge, family trust. Familiar with QDII/QFII/QDIE/RQFII/RQDII policies and related operational/custody/account opening issues. Trading through Bloomberg at earlier stage, be acquainted with BBG EMSX/IB for equity or bond trades. FXCM Asia, Hong Kong 2012.06-2014.10 Full-time FX Dealer, Assistant at CFD/Reconciliation Desk Precisely deal with trade issues like order entry, order tracking, execution, liquidation, margin case, and daily report. Courteously respond to clients' technical, platform using, trade indicator applying, funding and withdrawing requests. Assist in CFD/derivative products (Listed options & Vanilla OTC, Futures), Precious metals risk management. Money Concepts (Asia), Hong Kong 2011.08-2011.09 Full-time Analyst Intern Independently in charge of writing several financial analysis articles on different topics. Have one paper published. School of Economics and Finance, The University of Hong Kong 2010.07-2010.09 Part-time Research Assistant Successfully help professor collecting and processing 8.57 thousand lines of raw data relating to company trade. Global Times, Beijing 2009.12-2010.01 News and Edition Office (Finance Page), Full-time Financial Commenter Trainee Intern Take charge of tracking hot International/Domestic financial news. Everbright Securities Co., Ltd, Guangzhou 2009.06-2009.08 Fund manager (Securities), Full-time Assistant Responsible for introducing investment portfolios and providing new account/ after-sales services to retail investors. Extra-curricular Activities HKU Chinese Debate Team 2009.10-2010.08 Join 2010 World Joint-University Chinese Debate Tournament in Malaysia, HK champion, into the Knockout. ZJU-HKU Exchange Student Association, Vice-minister of Operation Department 2007.09-2008.06 Successfully design and organize the 2007 Annual Christmas Ball with teamwork. Hold a parade in name of HKU-ZJU Student Association to celebrate the 2008 Beijing Olympic Torch Relay. Skills Language: Native Mandarin, Fluent English, Fluent Cantonese. (Both written and spoken) Computer: Familiar with Bloomberg, Microsoft Office (Word, Power Point, Excel) and Image Software (Photoshop CS). References available on request

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Page 1: CV of Wang Lai (Angela) for 2015

Wang Lai (Angela) Rm 02, 29/F, Nan Hai Mansion, 46 Kennedy Town Praya, Hong Kong Island

Contact number: +852-64304099

Email address: [email protected]

Education

Faculty of Business and Economics, The University of Hong Kong 2008.09-2011.12

Bachelor of Economics and Finance Enrolled in courses: Finance, Economics, Statistics, Derivatives, Investment Portfolios

Overseas Exchange Program, UC Berkeley, U.S Enrolled in courses: International Business, Psychology

Faculty of Arts and Social Science, Zhejiang University

Pre-college Exchange Program Enrolled in courses: Calculus, Econometrics, Logistics, Sociology and Literature

Working Experience

Guosen Securities (HK) Asset Management Co.Ltd, Hong Kong 2014.10- Present

Business Associate and Trader

Multi task position, middle-front office work. In charge of high-net-worth clients to meet their requests.

Joined projects like: funds set up, custodian change, material convertible bond, pledge, family trust.

Familiar with QDII/QFII/QDIE/RQFII/RQDII policies and related operational/custody/account opening issues.

Trading through Bloomberg at earlier stage, be acquainted with BBG EMSX/IB for equity or bond trades.

FXCM Asia, Hong Kong 2012.06-2014.10

Full-time FX Dealer, Assistant at CFD/Reconciliation Desk

Precisely deal with trade issues like order entry, order tracking, execution, liquidation, margin case, and daily report.

Courteously respond to clients' technical, platform using, trade indicator applying, funding and withdrawing requests.

Assist in CFD/derivative products (Listed options & Vanilla OTC, Futures), Precious metals risk management.

Money Concepts (Asia), Hong Kong 2011.08-2011.09

Full-time Analyst Intern

Independently in charge of writing several financial analysis articles on different topics. Have one paper published.

School of Economics and Finance, The University of Hong Kong 2010.07-2010.09

Part-time Research Assistant

Successfully help professor collecting and processing 8.57 thousand lines of raw data relating to company trade.

Global Times, Beijing 2009.12-2010.01

News and Edition Office (Finance Page), Full-time Financial Commenter Trainee Intern

Take charge of tracking hot International/Domestic financial news.

Everbright Securities Co., Ltd, Guangzhou 2009.06-2009.08

Fund manager (Securities), Full-time Assistant

Responsible for introducing investment portfolios and providing new account/ after-sales services to retail investors.

Extra-curricular Activities

HKU Chinese Debate Team 2009.10-2010.08

Join 2010 World Joint-University Chinese Debate Tournament in Malaysia, HK champion, into the Knockout.

ZJU-HKU Exchange Student Association, Vice-minister of Operation Department 2007.09-2008.06

Successfully design and organize the 2007 Annual Christmas Ball with teamwork.

Hold a parade in name of HKU-ZJU Student Association to celebrate the 2008 Beijing Olympic Torch Relay.

Skills

Language: Native Mandarin, Fluent English, Fluent Cantonese. (Both written and spoken)

Computer: Familiar with Bloomberg, Microsoft Office (Word, Power Point, Excel) and Image Software (Photoshop CS).

References available on request