Etf And Dividend Investing
Personal Investments
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Daniel Tan Email & Phone Number
ETF and Dividend Investing
at
Personal Investments
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Daniel Tan is listed as ETF and Dividend Investing at Personal Investments, based in Singapore. AeroLeads shows a matched LinkedIn profile for Daniel Tan.
Daniel Tan previously worked as International Wealth Management Analyst at Nomura and Co-Founder at Drawtofund. Daniel Tan holds Bachelor Of Business Administration - Bba, Business, Cap 4.5/5 from National University Of Singapore.
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Personal Investments
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Profile bio
About Daniel Tan
A driven individual looking to learn from any organisations that believe in grooming the next generation.
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Daniel Tan's current company
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8 roles
Daniel Tan work experience
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International Wealth Management Analyst
Co-Founder
Drawtofund
· Ideated, implemented, and executed a Digital Illustration online initiative, whereby 50% of money is donated to support Covid-19relief initiatives· Thorough handling of finances while driving customer acquisition through end-to-end social media marketing strategy on personalplatforms
Etf & Dividend Investing
Personal Investments
· Self-taught crafting of Basic Financial Models, Valuation of companies and Comprehensive Technical Analysis Skills· Conducted rigorous backtests over different time periods, using automation to find an optimal allocation for an ETF portfolio, comparing the Sharpe Ratio & Max Drawdown of my portfolio against a benchmark portfolio of a similar equity-bond split
Client Portfolio Management Intern
· Reviewed Due Diligence Questionnaires (DDQs) and meticulously fact-checked data, providing support for addressing client queries and bolstering distribution efforts· Assisted fund managers in portfolio screening and analysis using Aladdin Blackrock system, which is used for portfolio management, by keeping up with financial markets and having a good grasp of the team’s investment process · Translated complex financial data into clear narratives, crafting comprehensive performance and market commentaries across diverse investment strategies· Constructed an automated macroeconomic indicator and a rates (Interest and currency) dashboard on Excel using Refinitiv and Bloomberg APIs to assist fund managers in making impactful investment decisions
May 2023 - Dec 2023
Freelance Private Tutor
Self-Employed
· Crafted and designed personalised lesson plans to teach H2 Junior College Economics· Clear teaching skills paired with frequent motivational pushes to help 10 students improve, all achieving an A or B for GCE A levels
Nov 2019 - Dec 2023
Finance Intern
· Administered screening exercises using Bloomberg to create fund reports on a monthly basis, ensuring that the ETFs held by WCM are optimal and our clients receive a healthy rate of return· Remodeled a system to improve the efficiency of reconciliation of our trade records between WCM and our prime broker, Interactive Brokers, while ensuring that no breaks occur between the records· Conducted detailed research projects that covers various investment themes such as fixed income and trade financing
Jun 2022 - Dec 2022
Signal Officer
Dec 2018 - Nov 2019
3 education records
Daniel Tan education
Bachelor Of Business Administration - Bba, Business, Cap 4.5/5
University Town College Programme
Singapore-Cambridge Gce 'A' Level, 4 Distinctions (Biology, Chemistry, Mathematics, Economics)
FAQ
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What company does Daniel Tan work for?
Daniel Tan works for Personal Investments.
What is Daniel Tan's role at Personal Investments?
Daniel Tan is listed as ETF and Dividend Investing at Personal Investments.
Where is Daniel Tan based?
Daniel Tan is based in Singapore while working with Personal Investments.
What companies has Daniel Tan worked for?
Daniel Tan has worked for Personal Investments, Nomura, Drawtofund, Eastspring Investments, and Self-Employed.
How can I contact Daniel Tan?
You can use AeroLeads to view verified contact signals for Daniel Tan at Personal Investments, including work email, phone, and LinkedIn data when available.
What schools did Daniel Tan attend?
Daniel Tan holds Bachelor Of Business Administration - Bba, Business, Cap 4.5/5 from National University Of Singapore.
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