Account management, industry research, risk analysis, financial consulting.
• Designed, developed, and maintained ongoing metrics, analyses, dashboards, on SQL, output 50+ reports.
• Analyzed equity and fixed income portfolio for risk and return characteristics from a variety of industries.
• Developed, prepared 30+ market presentations for clients that address equity and fixed income.
• Prepared 500+ contracts, illustrated the interest rate of margin trading with operation instruction to the customers.
• Assisted with trading and provide client service and team support and responded to 1000+ client.