profile

Helen Su

Portfolio Analytics Analyst, AVP

Hong Kong, Hong Kong

Skills

Project

Languages

Awards

Activities

About

I advised our hedge fund clients on their portfolio margin requirement with respect to the firm's house margin policy. Oversaw daily production of margin and risk reporting for clients in timely and accurate manner. Coordinated with sales, legal, credit, client integration teams to onboard new clients onto BAML's prime brokerage platform. I was also the interface between clients and development/quant team to improve the margin & risk platform functionality, facilitate development of risk methodologies to support new/exotic financial products as observed in clients’ trading activities.

Education

University of Toronto

Business Administration , Business Administration

July 2004 - July 2004

Experience

Portfolio Risk Analytics Analyst

Bank of America Merrill Lynch , Hong Kong

June 2010 - November 2014

I advised our hedge fund clients on their portfolio margin requirement with respect to the firm's house margin policy. Oversaw daily production of margin and risk reporting for clients in timely and accurate manner. Coordinated with sales, legal, credit, client integration teams to onboard new clients onto BAML's prime brokerage platform. I was also the interface between clients and development/quant team to improve the margin & risk platform functionality, facilitate development of risk methodologies to support new/exotic financial products as observed in clients’ trading activities.

Workplace personality

100+

Company Size

12

Day Length

25+

Team Size

Loud

Noise Level

Formal

Dress Code

Benefits

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