Peter, Pui Tak Chan
Summary
Passed all phases of CFA exams (Level I,II &III)
Overview
7
7
years of professional experience
Work History
Senior Equity Analyst
Shenzhen Guo An Fund Investment Ltd.
06.2023 - Current
- Established and maintained stock pools covering technology segments, such as semiconductor, consumption electronics, and gaming.
- Tracked updated macroeconomic and market trends, analyzed potential impact of breaking events, in order to identify emerging opportunities and risks.
- Evaluated performance of existing portfolios and adjusted accordingly. Prepared and presented weekly&monthly performance reports for fund managers.
Equity Analyst
Shenzhen Guo An Fund Investment Ltd.
12.2021 - 06.2023
- Provided fund managers with detailed ratings based on overall earnings performance and developed in-depth reports outlining statistical data points.
- Integrated industrial and company-specific indicators to utilized models for evaluate the fundamentals.
- Applied technical indicators and analyzed public opinions to signal market sentiments, offering buy/sell recommendation.
Real Estate Analyst
Shenzhen Yongxin Real Estate Appraisal Ltd.
11.2019 - 11.2021
- Gathered information on nearby properties to compare and help make value determinations on properties.
- Completed inspections of properties and property improvements to determine market values.
Assistant Product Manager
Bank of China Hong Kong Ltd.
08.2017 - 05.2019
- Served for Cash Management Division, Corporate Banking Department.
- Liaised with non-Bank Financial Institute clients to understand business needs and current market landscape, covering more than 10 institutional clients.
- Collaborated with IT support teams to launch products on time and within budget.
- Conducted AML due diligence for Remittance-related business, including KYC for 500+ correspondent banks per year.
Education
Master of Science - Finance
City University of Hong Kong
Hong Kong, China11-2017
Bachelor of Accounting - Accounting
Jinan University
Guangzhou, China06-2016
Project Engagement
- Stock pools for AI Industrial - 2023
Objective: Listing AI related stock recommendation
Role & Duties: Leader of project team
Conducted industrial study and mapped AI related segments in order of industrial chain.
Screened relevant listed companies and perform fundamental analysis.
Valued stocks in estimated PE indicator with earning pipeline and pooled "star" stocks.
- Investment Research Framework Renewal - 2022
Objective: Enhancing the framework with updated risk factors
Role & Duties: Participated as core member
Tracked high frequent macro indicators and compared different cycles of CN and US.
Focused on inventory, price, and order to evaluate business cycles of industry, as a tool to revise earning prospective.
- Faster Payments (FPS) Project- 2018
Objective: Marketing e-banking products, functioned by the newly FPS settlement system by HKMA.
Role& Duties: Participated project group to prompt marketing pipeline
Launched need analysis meetings and developed customize strategies;
Prepared and conducted product roadshows to potential institutional clients;
SKILLS
- Portfolio management
- Financial statement analysis
- Technical analysis
- Company valuation
- Economic analysis
- Financial modeling
LANGUAGES
- Chinese Mandarin - Native
- Chinese Cantonese - Native
- English - Advanced
Timeline
Senior Equity Analyst
Shenzhen Guo An Fund Investment Ltd.
06.2023 - Current
Equity Analyst
Shenzhen Guo An Fund Investment Ltd.
12.2021 - 06.2023
Real Estate Analyst
Shenzhen Yongxin Real Estate Appraisal Ltd.
11.2019 - 11.2021
Assistant Product Manager
Bank of China Hong Kong Ltd.
08.2017 - 05.2019
Master of Science - Finance
City University of Hong Kong
Bachelor of Accounting - Accounting
Jinan University
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