Jay Sim, Cfa work email
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Jay Sim, Cfa personal email
I possess wide educational and work experience in multiple cities such as Singapore, Shanghai, Tokyo, Boston, Dubai. In tandem with my business fluency in Japanese, Mandarin, Cantonese, and English, my international experiences allow me to forge relationships with people of different cultures. I am connected to private banks, family offices and private equity funds in Singapore, HNIs in Asia (USD 5m - 350m), and C-suite executives all over the world (mainly US, Europe, ASEAN). Please feel free to reach out for a casual chat!Skills: Bloomberg, Stata, Stock Valuation Modelling, FactSet, Salesforce, Excel VBACertifications: CFA Level 3, JLPT N1
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Associate Portfolio ManagerSingle Family OfficeSingapore
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Advisor2107 Partners (Single Family Office) Aug 2023 - PresentSingapore• Oversight of multi-asset investment portfolio, including public equities, bonds, market neutral strategies, private debt, and private equity, managed across multiple private banks and direct real estate investments• Lead strategic initiatives to optimize asset allocation and financing costs in pursuit of long-term risk-adjusted returns• Achieved an average annual return of 8.5% on the whole portfolio by developing and implementing customized investment strategies, consistently surpassing benchmarks• Reduced portfolio Value at Risk (VaR) by 10% through the use of advanced risk management models, including Conditional Value at Risk (CVaR) and stress testing• Maintain strategic relationships with private banks, leveraging their product offerings and platform strengths to optimize cost-efficient and risk-optimized asset deployment
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Investment AnalystEmurgo Jun 2023 - PresentCo-Founding Entity Of Cardano, Top-10 Blockchain Globally Based On Usd35B Market CapCorporate Venture Studio under the Co-founding entity of Cardano (ADA)Thematic investing in stablecoin projects, fintechs and climate financing• Source, evaluate and execute investments into pre-seed to series B startups• Oversee business and financial models for joint-ventures with partner firms• Provide strategic advice pertaining to business development and financial control for subsidiary companies• Product development in the areas of climate sustainability, SME lending and foreign exchange (FX)Portfolio Companies: Bit2Me, Midchains, Momint, Kotani Pay, Fonbnk, Green Flare, CVVC (FoF), Greenhouse Capital (FoF) -
Client ManagerThird Bridge Group Limited Jan 2022 - Jun 2023Shanghai, China• Managed due diligence projects relating to M&As, overseas expansions and product developments for private equity funds and global consulting firms in Japan, China, Europe and the US• Worked with Third Bridge’s research analysts and global network to gather competitive intelligence for clients• Networked with C-suite executives globally to support M&A deals and joint-ventures for end-clients -
Assistant Relationship ManagerDbs Bank Jul 2018 - Jan 2022Singapore• Portfolio management for Japanese UHNW individuals residing in Japan and Southeast Asia• Executed trades on behalf of clients in diverse products (Equities, Bonds, Structured Notes, Funds, IPOs)• Arranged credit financing for investments in listed securities and real estate• Developed a strong business network of listed company owners, senior executives and family offices• Ensured that client’s investments adhere to regulatory standards and the bank's risk guidelines -
Investment Reporting Co-OpWellington Management Jul 2017 - Dec 2017Singapore1 Trillion USD AUM Investment Manager• Produce monthly investment performance reports, portfolio-allocation strategies commentaries, and macro-economic outlook analysis for institutional clients• Attend daily meetings with global investment teams from London, Tokyo and Hong Kong to communicate industrial intelligence and streamline investment approaches• Assist Global Relationship Group in producing presentation books for portfolio review, sales pitches and prospecting -
Wealth Management InternCapital Nomura Securities Pcl (Cns) Jul 2016 - Aug 2016Singapore• Developed bond and ETF product risk rating generator in Excel VBA based on Investment Advisory Team’s algorithm• Rating generator allows investment advisors and relationship managers to instantly obtain risk ratings of significant amounts of securities simultaneously, leading to a 500% reduction in time and hours saved per team member• Conducted due diligence on financial technologies’ feasibility for integration into wealth management business• Analyzed effect of new US regulation s871(m) for US equity-linked instruments on business operations -
Business Analyst InternAbb Mar 2012 - May 2012Tokyo, Japan• Interviewed executives from Japanese client firms such as Mitsubishi Heavy Industries and Kawasaki Steel Corporation to develop case studies for competitive intelligence gathering project• Conducted due diligence on green energy market to evaluate business opportunities amid Japan energy crisis
Jay Sim, Cfa Education Details
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Economics -
Exchange Program In Tokyo, Japan
Frequently Asked Questions about Jay Sim, Cfa
What company does Jay Sim, Cfa work for?
Jay Sim, Cfa works for Single Family Office
What is Jay Sim, Cfa's role at the current company?
Jay Sim, Cfa's current role is Associate Portfolio Manager.
What is Jay Sim, Cfa's email address?
Jay Sim, Cfa's email address is ja****@****dge.com
What schools did Jay Sim, Cfa attend?
Jay Sim, Cfa attended Tufts University, International Christian University, Anglo-Chinese School (Independent).
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