Kai Chen, CFA

Experience

• 

  UBS Investment Bank

  Jun 2008 - Aug 2008

  Summer Valuations Analyst

  Global Collateral and Margin Management

• 

  Financiers Without Borders

  Nov 2009 - Dec 2011

  Director of Asia Business Development

  A start-up not-for-profit organization whose mission is to provide current college or business school students and recent graduates with short term business-related volunteering projects in developing or newly-developed countriesWorking as a volunteer for the NPO

• 

  UBS Investment Bank

  Feb 2010 - Oct 2010

  Equity Derivatives SPG Analyst

  Equity Derivatives SPGRisk and Control

• 

  Public Financial Management

  Oct 2010 - Apr 2011

  Financial Advisory Consultant

  Public Finance Investment Banking

• 

  UBS

  May 2011 - Oct 2017

  Delta One Equity Swaps and Equity Derivative Trading in LatAm Equities----------------------- Managed over $2bn gross notional book and inventory management trading- Priced LatAm index/single stock swaps and derivatives- Traded index arb, FX futures, and is well versed in cash flow management of restricted currencies- Performed all rebalances- Backed up US Single Stock, Index and Custom Basket desk as well Delta One Equity Swaps

  • Associate Director - LatAm Delta One Trader

    Nov 2012 - Oct 2017

  • DMO Global Synthetic Equity Analyst

    May 2011 - Nov 2012
• 

  Citi

  Nov 2017 - Sept 2021

  Vice President - Delta One Trader

  US Index Forward Trading - Managed the Russell forward trading book, including pricing of forwards, swaps, combos, EFPs, futures. - Backed up the S&P, Nasdaq, Dow and MSCI books as well - Managed rebalance risksLatAm Delta One Trading - LatAm Single Stock, Index, and Inventory management trading

• 

  Societe Generale Corporate and Investment Banking - SGCIB

  Sept 2021 - now

  Vice President - Delta One Index Trader

  US Index Forward Trading