career profile

results-oriented investment management professional with experience in fast-paced environments. proven capacity to handle various functions necessary in leading the operations of a successful company. dynamic communicator and persuasive speaker, able to forge meaningful associations with clients, colleagues, and management. talent to consistently meet periodic and annual growth objectives and quotas. fluent in english and chinese (cantonese & mandarin)

 

investment planning / hedge funds / communication / strategic analysis / consulting

training / account maintenance / risk management / professional development

report generation / written & verbal communication

 

technical competencies word, powerpoint, and excel; bloomberg, factset, thomson analytics, capital iq and reuters; advanced user of risk applications from riskmetrics, barra and yield book; experienced programmer in vba, sas and sql.

professional experience

ophedge investment services, rye brook, ny, 2008 c 2009

manager, strategic analysis c corporate finance

         defined strategies utilized to determine the demand for products and services offered by the firm and its competitors and forecast how to attract potential customers.

         developed hedge fund pricing strategies with the goal of maximizing the firm's profits or share of the market while ensuring the firm's customers remain satisfied.

         oversaw profitability of strategic initiatives aimed at needed business development and supported client-investors in making informed decisions by providing monthly/ quarterly financials.

 

g.x. clarke & co., jersey city, nj, 2008

consultant

         headed up the facilitation of a market risk initiative focused on measuring the risk of exposures in treasury, agency, callable and mortgage bonds on behalf of a fixed income broker-dealer.

 

tribeca global management, citi alternative investment, new york, ny, 2004 c 2007

research c risk arbitrage group

         researched and assessed the benefits and burdens of arbitrage concerns for companies involved in mergers and acquisitions.

         successfully tracked specifications of complex transactions with the intent to input details into a customized database.

 

associate vp c market risk

         addressed and communicated risks associated with specific trading strategies and positions.

         analyzed areas of potential risk to a $2b multi-strategy hedge fund invested in equities, fixed income, foreign exchange, derivatives and earning capacity or overall success of the fund.

         identified key risks and mitigating factors of potential investments, such as asset types and values, legal structures, professional reputations, customer bases, or industry segments.

         conducted statistical analyses to quantify risk, using statistical analysis software and econometric models.

         incorporated knowledge of var, scenario and stress tests utilized to recognize the potential to affect the fund on into the millions.

         collaborated with portfolio managers to determine the risk allowances determined by citi s risk managers.

 

sungard risk and trading system, new york, ny

consultant (assigned to tribeca global management)

         ensured consistent satisfaction of hedge fund clients by negotiating and advising business teams on how to provide clients with assistance and support within time and budget constraints.

 

msci c barra, inc., berkeley, ca, 2001 c 2004

global client support analyst

         offered clients expertise and foresight concerning allocation strategies targeting risk analysis, return attribution and optimization of clients portfolios and knowledge of investment acumen.

         directed clients success by presenting them with information on barra s risk models and methodology.

         recognized by upper management as analyst of the month based on strong ability to deliver upstanding client service.

 

equity research & data analyst

         calculated financial ratios and factor returns of the equity model.

education

 

new york university, new york, ny

leonard n. stern school of business - the langone part-time mba program

mba, specializations in finance and leadership & change management, 2008

         graduate fellow for the women in business leadership class

         member of graduate finance association, association of investment management & research,

         stern women in business and nyu badminton team

 

university of california, berkeley, ca

school of letter and science

bachelor of arts, double-major in economics and statistics, 2000

         member of berkeley badminton team, violin teacher at clarion music center and choir conductor