matthewaman

Driving expansion in client AUM Lending product growth on the BlockFi platform to deliver BlockFi’s mission of becoming a top-tier digital lender and yield provider with the best in-class services in Asia. Main coverage of Institutional Crypto-native clients, Asset Managers, Family offices and UHNWI in Asia. Deal negotiation, structuring & execution of Yield products and Borrow/Lending structures in collaboration with Structuring, Credit, Legal and Risk Teams. General marketing campaigns for BlockFi services & products, Crypto Events and Conferences participation.

Joined the PWM Thai Sales Team to service UHNW clients and to deliver 'One Firm' offerings across Capital Markets, Sales and Trading, Research & Investment Banking platforms. Compiled research materials on trade ideas used by the Sales team to pitch to clients. Worked with Investment Management Services to open and execute Discretionary Portfolio Mandates with UHNW clients. Assisted in tracking daily P&L of client’s positions and incoming coupon/dividend/accruals from derivative investments as well as all settlements & Bookings from trades and daily account activities. Managed Pre & Post trade disclosures, provisions, settlements and workflows to ensure compliance of order taking processes. Voice log and place orders for Equity, FX, Bond, Mutual Funds, Derivatives and Structured Notes. Responsible for account update, maintenance, annual reviews, account KYC & onboarding. Responsible for providing support to the team, system input, daily administrative, RM expenses, travel approvals and ad-hoc projects.

Worked on-site Morgan Stanley PWM & Rotated through various desks (i.e. Sales, Investment Management Services, Market Strategies and Investments, Risk and Accounts). Presented new funds using in-house research to align Fund marketing materials with MS house views. Gained deep insight into the UHNW landscape in the APAC region and the Financial products heavily utilized to meet the needs of clients. Developed knowledge of Securities dealing regulations, along with the changing compliance and regulation landscape for UHNW & PWM industry.