Assist Portfolio Manager and CIO to manage multi-strategy portfolios such as Equity L/S, Directional, Event
Driven, Convertible Arbitrage
Collaborate with the marketing team to address investors' inquiries and develop marketing materials
Lead a research team of 3 which covers quantitative and fundamental analysis, build trading strategies, develop
back-testing systems, set up pricing models etc.
Maintain good relationships with brokers for deal sourcing such as private placement, ADR, GDR, private EBs,
IPOs and convertible bonds
Serve as a Macro strategist including gather historical data, come to understandings about relationships between
events and market responses, and examine continuing trends to offer insights to the current market

Managed 80+ institutional clients and generated net new asset of +$500m in the past two years
Led investor meetings, calls and conferences centered on investment strategies and market activity
Managed investor updates through due diligence questionnaires, monthly reports and regular client inquiries on
fund performance and market conditions
Conducted meetings with investment banks and evaluated IPOs and NDRs, which led to the investment of
1810.HK, 1658.HK and 9988.HK etc. from our fund
Drove communication with Asian regulators and offered feedback regarding capital market policies, which
facilitated policy changes within the securities industry, including the alignment of CB market mechanisms
between the stock exchanges
Performed research on individual securities with a focus on Chinese Convertibles; led the translation of Chinese Convertible Bond Market> from English to Chinese