Chun Bun Tony Lam
Summary
Seasoned Market Risk Analyst with 8 years of comprehensive experience in electronic trading, covering US and APAC market. Working in core department in Interactive Brokers with in depth coverage of advanced margin model and online brokerage business model.
Overview
9
9
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Risk Analyst
Interactive Brokers
06.2019 - Current
- Take phone orders for US markets, including equities, options, futures, FX, CFDs.
- Market risk coverage and trade support
- Manage and update margin model of US market instruments, including system liquidation.
- Assist clients on formulating different trading strategies or combos with different order types and algos, as to achieve investment goal and lower cost.
- Assist I-brokers and financial advisors on platform setup and customization
- Assist clients on risk and trade enquiries.
- Work with programmers on trade issues and updates according to exchange rules and regulations.
Assistant Manager - HNW Team
First Shanghai Securities Limited
08.2017 - 06.2019
- Lead High-Net-Worth team of 4 people
- Act as trader of team (On average HK$ 40 million per client, total AUM around 80M USD) to identify trading opportunities, provide trading ideas and precisely interpret investment opinions to clients
- Actively engage in ECM and Pre-IPO projects for HNW clients.
Management Trainee
Sun Hung Kai Financial
09.2015 - 12.2016
- Trade support of business unit
- Manage and utilize SAP tools for data analysis of potential business plan
- Assist Directors for Business and Fintech project
- Project involved: SAP project, Mobile App revamp project, Robo Advisory project, Voice recognition project, market data tool project (HKEJ and Thomson Reuters), Salesforce project, Investment Trend project (Market Research).
Education
BBA (Hons) -
City University of Hong Kong
01.2010 - 2013.05
Skills
FINRA
Series 3
Series 7
Series 57
Series 63
Certification
SFO RA Type 1 & 2 & 3
Timeline
Risk Analyst
Interactive Brokers
06.2019 - Current
Assistant Manager - HNW Team
First Shanghai Securities Limited
08.2017 - 06.2019
Management Trainee
Sun Hung Kai Financial
09.2015 - 12.2016
BBA (Hons) -
City University of Hong Kong
01.2010 - 2013.05
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