Joan Wang

Experience

• 

  Capital Investment Trust Corp.,Taiwan

  Nov 2004 - Jul 2005

  Analyst

  •Handled Asset Securitization analysis and Corporate Credit analysis

• 

  Standard Chartered

  Jul 2005 - Sept 2006

  Management Trainee

  • Completed management trainee rotation program, includingWealth management department analyst,Credit card and personal loan marketing product managerMortgage lending marketing product managerPriority Banking, Investment Management Sales

• 

  SG Securities

  Oct 2006 - Aug 2009

  Taiwan Sales

  •Handled Equity Linked Structure Solutions, incl. structured funds and structured notes. • Developed and maintained solid relationship with major Taiwanese commercial banks, life insurance, and securities firm.•Analyzed the market status and worked closely with financial engineers to provide tailor made solutions to our clients, in 2009, created 2 fund of hedge funds, detail as follows:-Lyxor TSC PCC- PoP Event Arbitrage Fund PC (Bloomberg Code: LYXPOPU JY)-Lyxor TSC PCC- Brilliance Adaptive Trading Fund PC(Bloomberg Code: LYBRATP JY)•Researched, identified, and sold market neutral mutual fund linked notes strategies to Taiwan retail market in 2008, where the strategies provides sufficient downside protection and catch the global market rally in 2009. -Sources: www.deai-notes.com•Worked closely with major Taiwan commercial banks. 收回

• 

  AllianceBernstein

  Dec 2009 - now

  Institutional Sales and Client Services

  Institutional Investment Mangement Department, North AsiaCovering Institutional investors ranging from insurance companies, corporates and pension funds.In charge of developing relationship and maintaining existing accounts focus on Taiwan Institutional Investors.