Chih-yi Kao

FAQ About Chih-yi Kao

• What is Chih-yi Kao's address?

  Chih-yi Kao is located at
  Boston, Boston, United States

• What is Chih-yi Kao's job title?

  Chih-yi Kao is a
  Worked at the Unit Trust Operations Department & the Client Service Department: • Executed daily dealing orders and confirmed deals with bank clients • Researched companies issuing IPO and created new instruments in the internal system for possible trading options • Amended client information and performed system maintenance. • Researched for socially and environmentally responsible companies that were possible candidates for investments • Tracked daily performance of client portfolios and analyzed significant changes • Created a report to allow clients to understand the importantance of making SRI investments • Executed trades of mutual funds and equities. Worked at the Securities Operation Department: • Created Settlement Instruction of mutural funds • Translated various English documents to Chinese • Communicated with custodian banks and confirmed the daily transactions/cash balance of fund accounts • Tracked the maturity dates of all repurchase agreements and verified trade settlements with colleagues. • Coordinated with 4 audit staff and prepared the Mitsubishi Motors Mid-Year Audit Report • Created the Mitsubishi Motors Mid-Year cash report and provided explanations for any significant changes • Translated between Chinese and English audit reports • Identified auditing issues and performed research to ensure the quality and accuracy of the auditing processes. J.P. Morgan

• What industry does Chih-yi Kao currently work in?

  Chih-yi Kao currently works in the
  J.P. Morgan

• What is Chih-yi Kao's area of expertise?

  Chih-yi Kao specializes in
  Worked at the Unit Trust Operations Department & the Client Service Department: • Executed daily dealing orders and confirmed deals with bank clients • Researched companies issuing IPO and created new instruments in the internal system for possible trading options • Amended client information and performed system maintenance. • Researched for socially and environmentally responsible companies that were possible candidates for investments • Tracked daily performance of client portfolios and analyzed significant changes • Created a report to allow clients to understand the importantance of making SRI investments • Executed trades of mutual funds and equities. Worked at the Securities Operation Department: • Created Settlement Instruction of mutural funds • Translated various English documents to Chinese • Communicated with custodian banks and confirmed the daily transactions/cash balance of fund accounts • Tracked the maturity dates of all repurchase agreements and verified trade settlements with colleagues. • Coordinated with 4 audit staff and prepared the Mitsubishi Motors Mid-Year Audit Report • Created the Mitsubishi Motors Mid-Year cash report and provided explanations for any significant changes • Translated between Chinese and English audit reports • Identified auditing issues and performed research to ensure the quality and accuracy of the auditing processes.

• Which languages does Chih-yi Kao speak? 

  Chih-yi Kao speaks the following languages:
  No languages available.

• Which industries has Chih-yi Kao previously worked in?   

  Chih-yi Kao has prior experience in the following industries:
  J.P. Morgan , Progressive Asset Management, Inc. , J.P. Morgan , Deloitte

• What is Chih-yi Kao’s work experience?  

  Chih-yi Kao has the following professional experience:
  J.P. Morgan , Progressive Asset Management, Inc. , J.P. Morgan , Deloitte .

• How can I find Chih-yi Kao on LinkedIn?  

  You can view Chih-yi Kao’s
  LinkedIn profile at LinkedIn URL.

• What are Chih-yi Kao’s work email addresses?  

  Chih-yi Kao’s work email addresses are
  [email protected] .

• What company does Chih-yi Kao work for?  

  Chih-yi Kao works at
  J.P. Morgan