REVIEW MY CV: I'm a trader's assistant, but I want to be a junior fund manager

5 April 2011

4 minute read

REVIEW MY CV: I'm a trader's assistant, but I want to be a junior fund manager

Right now, I'm a trader's assistant. I've completed levels 1 and 2 of the CFA., I've completed an IMC and I want to move into fund management. Can anyone help me, please?

- CFA: Completed & Pass Level 1 (2009) and Level 2 (2010); Candidate for Level 3

- Investment Management Certificate (IMC)

- M. Eng Electrical and Electronics Engineering, University of Sheffield, Grade 2:1, June 2005

SKILLS & COMPETENCIES

- Exposure and experience in equity derivatives and basic background in fixed income & FX

- Experienced in Bloomberg, Reuters and equity derivatives trading systems

- Advance level in Microsoft PowerPoint and Excel; basic Microsoft Access & VBA.

- Experienced in market research, financial and business analysis

- Solid communication, interpersonal, time management, analytical, organisational and leadership skills

- Proven ability to effectively handle multi-task with minimal direction from superiors

- Fluently speaks and writes in Mandarin, Cantonese and Malay

PROFESSIONAL EXPERIENCE AND SIGNIFICANT ACHIEVEMENTS

Equity Derivatives Exotics & Hybrids - Trader Assistant August 10 - Present

London. Associate

Acts as the primary contact with the front office trading desk to carry out a series of business critical functions includes trade capture and booking, intraday activity monitoring of trading books, trade event management, running and analyzing the mark to market of the portfolio.

Global Custody - Product Business Management March 09 - August 10

London. Associate

Production of business management outputs and assists in the oversight of the business' project portfolio.

- Produced output to senior management on analysis of client profitability and cross sales opportunity

- Worked with senior managers of Finance, Technology, Operations and Products to coordinate the yearly budget allocation for business initiatives.

- Client analysis, market research and involvement in clients' Request for Proposal (RFP).

- Coordinate and consolidate monthly business review reports from various regions into a single page to report to senior management.

- Monitor overall program portfolio plan and milestone and present to senior management weekly.

Equity Derivatives Delta One Flow - Trader Assistant January 08 - March 09

London, Graduate Scheme

Provided first-line support for the trading business and acted as a key-point of contact for numerous downstream groups and other trading group across various regions.

· Daily responsibilities involve management of derivatives and stocks transactions, client liaison, production and analysis of P&L and risk for front office, new client/ instrument set up, reconciliation and trade management.

· Implemented reconciliation and daily check as a process to the business - Brokerage, Nostros , Daily MIS and involvement in project to upgrade the reconciliation systems.

· Developed a strong background on financial products - Equity Swaps, Index Futures & Options, Interest Rate Swaps, OTC, FX spots and futures.

· Developed a strong relationship with the front office, clients, various trading desk within the bank from New York, Tokyo, Hong Kong, Australia and Brazil.

Global Fund Services - Programme Management Analyst April 07 - January 08

London, Graduate Scheme

Coordinated the department's Management Information, Key Performance Indicators (KPI) & project status reports; involvement in project office support function.

· Influenced key stakeholders and department's senior management to initiate sign-off process to track projects' budget based on man effort.

· Implemented governance on project budget planning and usage and thus enabled the business to accurately bill the client for projects.

· Managed a virtual team of 10 people to provide and support management information and KPI for the business.

· Involved in project to improve existing KPI for senior management to better manage business risk and business strategy.

Instrument & Electrical Engineer September 06 - April 07

Accepted on the graduate scheme to provide engineering technical expertise and support day-to-day plant operations and maintenance.

· Successfully managed and completed four instrument and electrical plant upgrade projects.

· Utilised the resource of technicians and skills to complete the projects in a timely manner.

· Managed a team of technicians to reduce the number of outstanding maintenance work.

· Left to accept offer from a bank.

Sales Engineer March 06 - August 06

Managed a portfolio of customers, grew the portfolio and provided technical advice and sales support to customer.

· Exceeded sales target by 40%.

· Increased revenue and sales of the business by the introduction of new customers from

the UK and Asia.

· Marketed new products to existing customers.

· Standardised prices for products within business and implemented a pricing system.

Sales Representative November 05 - February 06

Promoted, marketed and sold client's product to customer through door-to-door selling approach.

· Influenced customer through sales tactical approach.

· Migrated customer's negative reaction into a successful sale.

HOBBIES

· Sailing & Tennis

AUTHORAnonymous

Insider Comment

Al
Alvin
2 May 2011
Help me out to arrange excel sheets in alphabetical order
Reply
ab
abdur999
24 April 2011
You look like a really intelligent guy but qualifications are not the be all. In fact, I think qualifications are not representive of competence. The problem is, to me you sound like you have no charisma. What I have realised is that you need more personality than qualifications. My brother has superb networking ability and has befriended the right people at the biggest companies in the world which has helped undoubtedly even though he has does not have you qualifications. My advice, network.
Reply
ry
ryanarpe
15 April 2011
Perseverance is king!!!!
Reply
Ad
Advice
7 April 2011
MOAN MOAN MOAN MOAN MWAH I WANNBE A PM MWAH I WANNBE FO. YOU ARE BLOODY BORING. PUT YOUR EGO TO ONE SIDE - HONESTLY THE CHANCES OF THIS HAPPENING ARE VERY VERY SLIM. YOU ARE DRINKING IN THE LAST CHANCE SALOON FOR THIS TO HAPPEN. HERES THE THING. YOU APPEAR TO JUMP AROUND LOT - EITHER YOU ARE GETTING FIRED OR YOU ARE CHASING BASE SALARY OR YOU ARE CHASING THE FO DREAM - OR MAYBE ALL THREE. NO ONE IS GOING TO HIRE YOU TODAY AS A PM. UNLIKELY ALSO THAT YOU ARE GOINT GET FMA (U LOOK TOO EXPENSIVE/OLD). STAY WHERE YOU ARE AND GET TWO YEARS AT LEAST IN ONE JOB UNDER YOUR BELT. ONCE YOU HAVE THIS TRY AND MOVE TO SIMILAR ROLE TO THE ONE YOU ARE CURRENTLY IN. BUT WORKING FOR A HF OR ASSET MANAGER. THEN STAY IN THAT AT LEAST 3-5 YEARS. BE VERY GOOD AT WHAT YOU DO AND MAKE SURE YOU ARE WELL NETWORKED INTERNALLY HAVE GOOD INTERNAL PR. THEN TRY AND MAKE YOUR MOVE - INTERNALLY. IF IT AINT HAPPENING BY THEN GIVE UP AND FOCUS ON COO CAREER ROUTE. DON'T EXPECT PAY RISES FOR A WHILE. IF YOU DONT LIKE THIS ADVICE THEN PLEASE MOVE ON AND LEAVE THE INDUSTRY.
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Di
Dick
6 April 2011
Do not start your post with "right now".
Using American terminology makes you look like a simpleton. Ditto for "can I get", asking for something "To go" or asking somebody to "do the math". I like Americans but they do have a tendancy to use silly expressions. Most also have dreadful table manners. Nearly married one once but she was obsessed with her weight so I knocked it on the head.
I didnt get past the "right now" opening so ignore if you are an American. Then again...
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