Zong-Hang Han

Experience

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  Masterlink Securities Corp.

  Aug 2003 - Apr 2005

  Planner/ Sales

  ● Developed a business proposal with IPO/SPO marketing team to assist potential clients interpret procedures with regard to initial public offering or secondary public offering.● Collaborated with Due Diligence team to evaluate advantage and weakness of financial constitution and internal control of potential clients.● Being lateral communication between clients and Due Diligence team and proactively support to obtain required documentation and highlight missing information/clearing deficiency. Show less

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  Citi

  Mar 2005 - now

  Assistant Vice President / Portfolio Manager/ Researcher

  ●Evaluating macroeconomic scenarios and developing appropriate investment strategies across multiple asset classes, including developed and emerging markets with equities, bonds, as well as commodities and FX.● Research macro-driven investment opportunities and tactical asset allocation across multiple asset classes. Initiate and promote in-house recommendations for investment products.●Develop and manage excel-based models via Bloomberg terminal to conduct research and investment strategy. Use machine learning/quantitative methods to conduct non-linear problems.●Research and Development of sophisticated strategies at a medium to high frequency.Conduct applied research into available data sets and analytical methodologies which may prove useful in enhancing the investment process. ●Manage and participate in meetings with fund managers and review/analyze new investment opportunities based on top down market analysis .● Provide regular assessment and craft investment portfolios to maintain a specific investment strategy and needs with clients, and ensure those needs are met.● Conduct investment portfolio review for clients and attend joint calls with Relationship Managers● Prepare written materials for financial advisors use and deliverables for client presentation (final written reports, slide decks, posters, podium presentations, and manuscripts).Develop additional tools and reports to enhance breadth and depth of deliverables.● Supporting various forms of external communication, including conference calls, prospect meetings, portfolio reviews, webcasts and conference speaking Show less

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  安聯投資

  Mar 2018 - Mar 2021

  Client Portfolio Manager