Effective Communication Skills: Articulate communicator with an appreciation for the different communication styles required when working with team members or customers with various backgrounds.
Honest and Reliable: strong morals and ethics ensuring honesty, reliability and ability to responsibly accomplish tasks.
Flexible: Understanding of the need for flexibility in order to support team-members and customers in different situations. Comfortable with changing environments and situations, ensuring ability to remain flexible and adaptable at all times.
Work History
Japan Equity Sales
UBS AG Group (Japan)
Tokyo, Chiyoda-ku, Otemachi, 1-5-5
04.2019 - Current
Maintained relationships with clients long term. Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations. Answered inquiries and provided information to PMs & buyside analysts, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
Collaborated with research analysts, economists and coverage traders to distribute relevant market information to institutional investors including LOs and HFs. Promoted and managed more then 20 accounts through direct communication with clients and advising on stock opportunities and market trends.
Discussed single stock fundamentals with HF / LO portfolio managers as well as analysts to highlight thoughts for pivotal questions, current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Fundamental Research Analyst Intern
UBS AG Group (Japan)
Tokyo, Chiyoda-ku, Otemachi, 1-5-1
06.2017 - 01.2018
Working under several sector analysts as well as product manager. Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
Helped team meet regulatory requirements by coordinating documentation and filings.
Compiled data in reports and other documents using Bloomberg and internal research portal.
Education
Bachelor of Arts - Law And Political Science
Keio University
Tokyo, Minato-ku, Mita, 1-15-45
04.2015 - 03.2019
Skills
Chinese: New HSK grade 6 (lived in Tianjin for 3 years)
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