
Timeline
About me
MSc. Finance
Education

Shih hsin university
2012 - 2016Bachelor's degree finance, general 3.9 / 4.0
University of warwick - warwick business school
2017 - 2018Master'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 - nowIndex Analyst
May 2019 - Aug 2021
Licenses & Certifications

Cfa level ii
Cfa institute
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