• Built a loan transaction platform to improve the efficiency, transparency and liquidity of the whole loan transactions, supported by cloud technology, smart matching, standardized digital agreements, as well as robust ALM and loan analytics
• Advised CEO and clients on loan transactions and balance sheet management, including value-based loan pricing, risk and return analysis, peer comparison and return attribution, etc.
• Managed the financial book and the operations of the company

• Managed market risk, funding/liquidity, credit risk and capital of the AWM balance sheet, including residential/commercial mortgages, C&I loans, margin/structured loans, personal and business deposits, investments, and derivatives
• Managed the liquidity pool and funding in the Americas region, and worked with other liquidity management teams to perform liquidity scenario analysis and develop liquidity strategies

• Led the client service team and developed/managed relationships with financial institutions including banks, insurance companies and asset management companies
• Advised clients on risk policy & limit structure, valuation, key risk measures, performance attribution, relative value and hedging strategy in their portfolio management process
• Evaluated and recommended hedging strategies involving swaps, swaptions, caps/ floors, TBAs, CMOs, CMM products, treasury futures/options, etc.

• Managed a group of mortgage analysts and responsible for portfolio analytics and reporting on the $400B servicing portfolio and $50B investment portfolio (mortgage, MBS, home equity loan, etc.)
• Evaluated the market risks and hedging strategies under different valuation models
• Built the risk and performance attribution process and the scenario P&L forecast model
• Improved the risk and P&L reporting process through integration of multiple analytic systems and workflow optimization