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Helios Chan

Helios Chan

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  • Timeline

  • About me

    Principal Analytics Product Specialist at FactSet

  • Education

    • The University of Hong Kong

      2007 - 2010
      Bachelor’s Degree BBA (Accounting & Finance)

  • Experience

    • Helmsec Global Markets

      Nov 2009 - Jan 2011
      Associate

    • BWC Capital Markets

      Jun 2011 - May 2012
      Investment Analyst

    • 時富金融服務集團

      Jun 2013 - Sept 2015
      Assistant Manager

    • FactSet研究系統公司

      Oct 2015 - Oct 2020

      • Portfolio & Quantitative Analytics Specialist

        Sept 2019 - Oct 2020

      • Analytics Consultant

        Jun 2018 - Sept 2019

      • Consultant

        Oct 2015 - Jun 2018

    • MSCI Inc.

      Oct 2020 - Mar 2022
      Analytics Sales Specialist

    • FactSet

      Mar 2022 - now

      • Principal Specialist

        Oct 2022 - now

      • Lead Specialist

        Mar 2022 - Sept 2022

  • Licenses & Certifications

    • FactSet CORE Certification

      FactSet
      Oct 2015
      View certificate certificate

    • Energy Risk Professional (ERP®)

      Global Association of Risk Professionals (GARP)
      Feb 2016

    • CFA

      CFA Institute
      Sept 2017
      View certificate certificate

    • Financial Risk Manager (FRM®)

      Global Association of Risk Professionals (GARP)
      Feb 2015