Marco Ma, FRM

Formulate and execute comprehensive fixed-income investment strategies for institutional portfolios, managing daily trading activities across money market and bond instruments with full P&L accountability. Risk Management: Design, implement, and monitor portfolio risk frameworks; perform granular risk assessment (market, credit, liquidity) and execute mitigation strategies, aligning with FRM best practices to safeguard capital. Performance & Research: Conduct in-depth macroeconomic and fixed-income market research to drive data-driven investment decisions, consistently outperforming benchmark indices. Product Innovation: Spearheaded the development and launch of innovative financial products, including QDII funds, and led system upgrades to expand onshore/offshore investment channels for HNWI and institutional clients. Client Engagement: Partner with institutional sales to conduct roadshows, present investment theses, and customize fixed-income solutions, directly contributing to client acquisition and AUM growth.

Executed fixed-income investment strategies under delegated authority, managing liquidity and bond portfolios. Monitored investment and trading activities, identified potential risks, and provided actionable mitigation recommendations to senior management. Contributed to financial product innovation and operational infrastructure enhancement projects. Prepared and submitted accurate monthly/quarterly performance and regulatory reports in full compliance with CSRC and PBoC requirements. Facilitated cross-functional collaboration among trading, operations, and compliance teams.

Executed daily fixed-income trades across money market and bond instruments, identifying and capitalizing on arbitrage opportunities through yield curve and spread analysis. Cultivated and maintained strong relationships with institutional counterparties and brokerage desks. Produced daily market intelligence briefs with macroeconomic and credit insights, directly supporting Portfolio Managers' allocation decisions.

Customer Service Excellence: Delivered 95%+ customer satisfaction by providing timely responses to retail inquiries and tracking improvement progress. Cross-functional Collaboration: Partnered with sales and IT teams to implement system upgrades, enhancing data accuracy and reducing ticket resolution time. Process Improvement: Contributed to the maintenance and optimization of business information systems, ensuring high availability of critical customer service platforms.

Customer Service & Operations Support: Delivered frontline customer service at high-volume retail location, handling multiple daily inquiries while maintaining 98% satisfaction rate. Assisted store manager in inventory control and sales reporting, reducing stock discrepancies by 15% through improved tracking system. Data Management & Reporting: Collected and analyzed retail performance data, producing weekly reports for regional decision-making. Implemented new filing system that improved information retrieval efficiency.