Summary
Overview
Work History
Education
Skills
Timeline
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Edison Chang

Summary

Dynamic finance professional with a proven track record at OCBC, enhancing institutional sales by 30% through innovative structured solutions and market insights. Expert in client acquisition and Excel automation, adept at sales strategy development and process streamlining. Excelled in roles at JPMorgan Chase and UBS, demonstrating exceptional analytical and interpersonal skills.

Overview

16
16
years of professional experience

Work History

Institutional Sales

OCBC
2015.06 - Current

Structured Solutions and Rates Sales:

- Provide structured solution to institutional clients which include Lifer, PBs, and Asset Managers.

- Grew business by 30% by bringing in new products and ideas to clients which includes callable deposits, credit linked notes, bond basket linked notes and fiduciary deposits.


Fixed Income/Rates/FX Institutional Sales:

- Provide market insights in both SGD corporate and rates markets to clients and work closely with Bond Syndication team and assist in new bond issuances distribution

- Acquire new rates clients from regional banks and help with their hedging requirements. Assist client with IBOR transitions which in turn capture new business in rates space.

- Grew FX business by 50% acquiring new frontier markets clients. Provide structured solutions to deploy their excess funds which includes DCI and TARF.


Assistant Manager

JPMorgan Chase
2015.03 - 2015.06

Fixed Income Sales Middle Office

- Ensure accurate sales execution of Fixed Income products

- Visit Institutional clients with JP Morgan Sales team to understand client trading and business requirements.

Assistant Manager

UBS Investment Bank
2008.06 - 2015.03

UBS FX/Rates/Credit Middle Office:

- Ensure accurate desk execution of FX/Rates/Credit trades

- Perform PnL reconciliation for trading desk on trade date

- Strong understanding of front-to-bank process flow


UBS Delta Portfolio Analytics and Instruments team:

- Team lead for APAC FICC instruments team

- Provide portfolio return attribution on bond portfolio for both Investment bank and Wealth Management clients in the bank

-Build issuer curves for proxy pricings, especially for illiquid bonds

Education

Bachelor of Mechanical Engineering (Honours) - Mechanical Engineering, Singapore

National University of Singapore
Singapore
06.2008

Skills

  • Sales strategy development
  • Client acquisition
  • Excel automation and programming
  • Workflow and process streamlining

Timeline

Institutional Sales

OCBC
2015.06 - Current

Assistant Manager

JPMorgan Chase
2015.03 - 2015.06

Assistant Manager

UBS Investment Bank
2008.06 - 2015.03

Bachelor of Mechanical Engineering (Honours) - Mechanical Engineering, Singapore

National University of Singapore
Edison Chang