Bryan Jin, CFA

Experience

• 

  HuaTai Securities Co.,Ltd.

  Oct 2007 - Jul 2008

  Financial Adviser

  Advised clients on what investment strategies best suit their needs and helped them achieve their financial goals by gaining combined exposure to both equity and fixed income securities. Responsible for delivering first class customer service to company’s high net worth clients. Played an active role in the HuaTai securities and ICBC cooperative project.

• 

  University of Wollongong

  May 2010 - Aug 2011

  Assistant Finance Lecturer

  Prepared and communicated teaching materials creatively and effectively to students of different cultural backgrounds. Independently responsible for delivering tutoring sessions of finance and accounting subjects in UOW’s Sydney Business School. I was also actively involved in assisting Aboriginal and Torres Strait Islander students to achieve their academic goals by developing a personal study plan tailored to each student’s specific needs and interests.

• 

  Interactive Data

  May 2011 - Apr 2015

  Equity Research Analyst

  Identify relevant sources and conduct research on assigned publicly listed companies. Major sources of information include stock exchange announcements, financial statements, company presentation, news release, etc. Ensure all price sensitive announcements are captured and analyzed before deadline.

• 

  National Australia Bank

  Apr 2015 - Dec 2016

  This position was a short term secondment with the project team where i was involved in the StatPro Revolution Project. Key objective of this role was to design and implement the calculation workflow required for performance reporting under the StatPro platform. Received High Achievement Award for outstanding performance. Evaluate fund performance for fund managers and superannuation clients by compiling, analyzing and producing performance returns relative to industry or mandated benchmarks. Interpret performance reports and provide complex attribution analysis.

  • Senior Performance Analyst

    Sept 2016 - Dec 2016

  • Product Development Analyst (Secondment)

    May 2016 - Sept 2016

  • Performance Analyst

    Apr 2015 - Sept 2016
• 

  Vanguard

  Dec 2016 - now

  • Assistant Portfolio Manager & Equity Trader

    Apr 2024 - now

  • Equity Execution Quant Analyst

    Aug 2020 - Apr 2024

  • ETF Investment Analyst

    May 2018 - Aug 2020

  • Intermediate Data Analyst

    Dec 2017 - May 2018

  • Investment Data Analyst

    Dec 2016 - Dec 2017