Steven Ouyang

Finance Graduate Development Program - Financial Analyst
  • @souyang8gmail-com
  • Member Since:
  • Last: active 5 years, 4 months ago

Basic Information

Professional Information




Finance Graduate Development Program – Financial Analyst


Global Banking & Markets (GBM) – Sales & Trading Management Information
• Assist salespeople in executing daily trades and allocating appropriate production
• Produce and analyze daily reports that identify trades outside specified production limits
• Produce daily client and revenue analysis reports for the salespeople on the Foreign Exchange (FX) team
• Prepare and analyze monthly client profitability and sales production reports, deliverables that are distributed to the heads of the various Product Sales teams and the head of GBM Sales MI

Commercial Banking (CMB) Finance
• Analyzed CMB group and product cash flows and provide commentary on revenue, expense, and performance
• Created and assembled the monthly North America CMB Financial Management Pack, a deliverable that is used by the CMB North America CEO to identify business drivers and assess performance
• Assembled and provided commentary on the monthly CMB Executive Management Review, a deliverable that is used by HSBC Holdings senior management to analyze monthly HSBC Bank USA performance

Management Information, Planning and Analysis
• Analyzed HSBC Bank USA financials based on various stress scenarios as directed by the US Federal Reserve and submitted stress results to HSBC North America management and US Federal Reserve Board for review
• Analyzed Income Statement and Balance Sheet for the various customer groups within HSBC Bank USA to identify and articulate revenue/cost trends and drivers behind variances
• Assisted in developing presentation, commentary, economic and financial assumptions for the 2012 Annual Operating Plan that was used by the HSBC Bank USA CEO in her presentation to HSBC Holdings executives

Time Period

July 2011 – Present


School Name

University of Notre Dame – Mendoza College of Business


BBA – Finance, Accounting Concentration, International Business Certificate

Time Period

2007 – 2011