• Led compliance advisory engagements by conducting policy gap analyses, managing project timelines, drafting client correspondences and regulatory updates, and delivering tailored training sessions aligned with SFC/MAS regulations.• Supported the development of regulatory intelligence and in-house AI compliance platforms, enhancing process automation and regulatory risk management capabilities.• Drove business development initiatives by creating strategic business plans, pitch decks, and marketing materials, and conducting vendor due diligence for clients in asset management, family offices, insurance brokers, and DNFBPs across the APAC region.

• Designed and implemented optimised workflows for direct investment capital raising assessments, managing the entire deal lifecycle from pre-assessment to post-subscription, integrating KYC/AML due diligence and financial modeling to improve transaction accuracy and efficiency.• Developed detailed transaction materials for alternative investments across private equity, private credit, fixed income, venture capital, commodities, and hedge funds, performing investment analysis to evaluate mandate feasibility, risks, and exit strategies, driving successful private placements.• Collaborated with cross-functional teams to streamline data management, refine investor marketing strategies, and strengthen investor relations through data analysis insights.• Created and managed compliant investor communications using Campaign Monitor and HTML/CSS, leveraging CRM data from Preqin to generate targeted investor lists, achieving a 220% increase in engagement and deliverability.• Supported the management of Stone Owl Global Equity Long Short Hedge Fund (Concentrated, high conviction global equity portfolio, focused towards HK and China) and optimised trading functions.

• Conducted in-depth market research on the Systems Integrator and Value-Added-Reseller markets in Japan, gathering and synthesizing complex data using Excel and financial databases to evaluate market trends and drive strategic decisions on market entry, M&A opportunities, and portfolio expansion.• Produced a comprehensive tactical report analysing cybersecurity service offerings, key personnel due diligence, financial metrics, and growth trends, aligning insights with Kroll’s strategic objectives to identify and capitalise on potential synergies.• Collaborated closely with senior executives, including the President of Cyber Risk, to evaluate and prioritise target companies for M&A and strategic partnerships.

• Delivered strategically tailored investment, savings, retirement and risk management strategies through detailed financial analysis to support client wealth growth and security.• Completed an extensive training programme, consisting of classroom instruction, debates, workshops, shadowing experienced professionals, and delivering presentations.• Managed client wealth assets across diverse investment vehicles, gaining experiential insight into the financial services and banking industry.