Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic
SHUZHANG SUN

SHUZHANG SUN

Summary

Experienced fixed income and equity portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Portfolio Manager

Nech Capital
04.2018 - Current
  • To independently design, research, and create investment models to reduce the beta and increase the alpha of fixed income and equity portfolios under management, with a focus on emerging markets in Asia and APAC regions.
  • Working with all stakeholders in the process of private equity and venture capital investments
  • Facilitated portfolio performance review and implemented new strategies.
  • Attending and networking with regulatory authorities around the region in understanding latest policy statements and regulatory changes.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

Quantitative Trader

Phillip Securities
05.2016 - 03.2018
  • To independently research, programme, implement, and trade profitable algorithmic trading strategies, with a specific focus on
    fixed income products and global macro.
  • Create market making strategies for fixed income products, index futures and options, FX futures and options, and equity products.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Education

Bachelor of Arts - Applied Mathematics

University of California, Berkeley
California, United States
05.2016

Skills

  • Fixed Income Investors
  • Client Interfacing
  • Developing Proposals
  • Analyzing Investment Opportunities
  • VBA
  • R
  • Bloomberg, Reuters
  • Compliance Assessment
  • Strategy Development
  • Risk Assessment
  • Advanced Mathematics

Affiliations

Amnesty International

Greenpeace

Certification

MAS Registered Presentative (CFMAS M1A. M5, M6, M6A)

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
French
Intermediate (B1)

Timeline

Portfolio Manager

Nech Capital
04.2018 - Current

Quantitative Trader

Phillip Securities
05.2016 - 03.2018

Bachelor of Arts - Applied Mathematics

University of California, Berkeley

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SHUZHANG SUN