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Career case studies: Structuring analyst

Kevin Fan

Based in Hong Kong, Kevin Fan started in J.P. Morgan’s sales & trading analyst program in February 2010. He has a Master in Engineering from University of Cambridge (2009), specialising in Information and Computing Engineering.

What does your job involve? 

Structuring sits between the trading and marketing desks and we’re a bit like financial engineers. We develop new products such as index-linked products, while also providing a pricing service for new and existing products to clients.

For more complex products, we support the marketers with product pitches. This often involves face-to-face meetings with clients where we listen to their requirements and answer product questions. My Mandarin and English skills are very useful for this purpose.

Why did you choose a role on the structuring desk? 

In 2008, I completed an internship with J.P. Morgan, which gave me an insight into the sales and trading desks. I chose structuring, because of its exciting and dynamic environment. The team members are smart, likeminded, and think quickly. My questions are answered immediately, which helps me learn fast too. For me, it’s the place I want to be.

What do you like most about your job? 

It is a diversified role, which not only requires quantitative skills, but also communication and client-facing skills. There is a lot of interaction with clients, sales and traders, and sometimes with our legal team when there is a new product launch.

There is little routine on a daily basis and minimal hierarchies. My manager, is an executive director, and sits next to me like my buddy and passes on his knowledge first hand.

How do you see your career progressing?

I expect to progress my existing role to develop my knowledge of structuring. However there are plenty of opportunities in the sales and trading department, and I have colleagues who have transferred successfully to different roles.

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