Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Languages
Websites
References
Timeline
Generic

Ethan Hu

New York,NY

Summary

Business-minded professional, with over 5 years of experience in finance, tackling any job task with gusto and precision. Focused and determined associate delivering exceptional service and responding to clients' questions and inquiries quickly. Demonstrates positive attitude and systematic with natural relationship- building talents.

Overview

7
7
years of professional experience

Work History

Independent Discretionary Trader

New York
02.2022 - Current
  • Independent position trader managing large portfolios using futures, G10 FX, and options
  • Predominant focus is macro and thematic trading, with an emphasis on trend following
  • Developed quantitative models to enhance mean-regression trading strategies for currency trading.

Processor Trading Operations-Middle Office Desk Support

HSBC
New York
08.2021 - 02.2022
  • Analyzed PV and Risk impact on various trading portfolios
  • Worked with the Delta One and Structured Derivative traders to capture trades accurately and ensure good quality market data
  • Performed life-cycle events, corporate actions, and query management.

Risk Management and Compliance Summer Analyst

MUFG (Mitsubishi UFJ Financial Group)
New York
06.2020 - 08.2020
  • Analyzed domestic screening surveys to develop and execute appropriate security solutions that support business strategies while enhancing the ability to monitor and manage risks in any environment
  • Led development of GSCD Priority List in coordination with team leads for Advisory, Program Implementation, and Monitoring & Controls
  • Collaborated with team to develop GSCD records roadmap and inventory and consistent with Records & Information Management requirements.

Wealth Management Summer Analyst

Allied Millennial Partners LLC
New York
06.2019 - 08.2019
  • Worked on a small team developing algorithmic trading solutions using Optuma and Python software
  • Managed automated back testing for algorithms based on technical trading signals and Monte Carlo analysis
  • Curated fundamental equity reports for use in client pitches, senior management presentations
  • Fostered relationships with clients while shadowing analysts in private wealth management division
  • Connected clients and qualified leads with senior analysts in the PWM division, reaching over 1,000 clients.

Sales & Trading Summer Analyst

Tigress Financial Partners LLC
New York
06.2017 - 08.2017
  • Researched and selected equities to drive alpha for the Goldman Sachs-Tigress Focused International Equity Portfolio
  • Tested portfolio asset allocations, by performing risk analysis, strategy implementation, data validation
  • Utilized Bloomberg to create pitch decks and reports summarizing individual equities and market conditions.

Education

Master of Science in Financial Management & Concentration in Investment Analysis -

Boston University
05.2023

Bachelor of Arts -

Washington College
12.2020

Skills

  • Fluent in Mandarin
  • Database Management
  • Client Relationship Management
  • Client Retention
  • Project Management
  • Strategic Planning
  • Team Collaboration
  • Decision-Making
  • Analytical Thinking
  • Relationship Building
  • Microsoft Office
  • Data Visualization

Affiliations

  • Soccer
  • Cooking
  • Piano

Accomplishments

  • Academic Honor Societies in Economics and Business

Languages

Chinese (Mandarin)
Native/ Bilingual

References

References available upon request.

Timeline

Independent Discretionary Trader

02.2022 - Current

Processor Trading Operations-Middle Office Desk Support

HSBC
08.2021 - 02.2022

Risk Management and Compliance Summer Analyst

MUFG (Mitsubishi UFJ Financial Group)
06.2020 - 08.2020

Wealth Management Summer Analyst

Allied Millennial Partners LLC
06.2019 - 08.2019

Sales & Trading Summer Analyst

Tigress Financial Partners LLC
06.2017 - 08.2017

Master of Science in Financial Management & Concentration in Investment Analysis -

Boston University

Bachelor of Arts -

Washington College

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Ethan Hu