Katrina Chiu

Katrina chiu

bookmark on deepenrich
Followers of Katrina Chiu240 followers
  • Timeline

  • About me

    MSc. Finance

  • Education

    • Shih hsin university

      2012 - 2016
      Bachelor's degree finance, general 3.9 / 4.0
    • University of warwick - warwick business school

      2017 - 2018
      Master's degree finance, general
  • Experience

    • Ftse russell, an lseg business

      May 2019 - now

      ➢ Product Readiness Assistant Lead • Coordinator of Index Delivery, Research and Development, Data Analytics and Sustainable Investment Research teams to ensure that the pipeline for new index products aligns with client requirements and internal supporting documents. • Assess the accessibility and comprehensiveness of methodology for both newly built and existing indices. Monitoring and sign-off on index review procedures to reflect latest internal index construction methodology.․ Cultivated ability to write succinct technical papers published to public domain for investor reference, detailing index rebalancing outcomes and performance. Show less ➢ Index Review Analyst• Re-assess the stocks’ eligibility in indices and conducting rebalance to 20+ indices periodically. Collaborate with Data Management Team to research shareholder information and validate index constituents’ fundamental data, such as regional revenues, restricted holding and current company structure. • External stakeholder management through quarterly communication with clients regarding upcoming index changes and verifying integrity of fundamental data provided by third parties Show less

      • Senior Index Analyst

        Aug 2021 - now
      • Index Analyst

        May 2019 - Aug 2021
  • Licenses & Certifications

    • Cfa level ii

      Cfa institute