Also known as: m_wong01
SUMMARY An investment strategist with experience in client portfolio management, asset allocation, macroeconomics, mutual fund due diligence and equity research with a focus on the international markets. Successful history in publishing a daily market overview, a bi-monthly topical paper on the overseas market and the commodity market. Excellent communication skills, public speaking experience and working in a team environment. CORE COMPETENCIES Analytical Skills and Due Diligence Talent Development and Cross Functional Development Communication Skills Client Interactions, Public Speaking and Teaching Risk Management and Operation Management. TECHNICAL SKILL SETS Financial Softwares FactSet Universal Screening, Portfolio Analysis, Economic Analysis, Wealthscope, Company Explorer, SPAR. Bloomberg FirstRate Advisor Performance System MorningStar Direct Microsoft Office Suite Intermediate User.
