Jay Sim, Cfa Email & Phone Number

Singapore

Singapore

• 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

Co-founding Entity Of Cardano, top-10 Blockchain Globally Based On USD35b Market Cap

• Corporate 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)

Shanghai, 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

Singapore

• 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

Singapore

• 1 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

Singapore

• 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.
• 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

Tokyo, 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

Bachelor Of Arts - Ba, Economics

Exchange Program In Tokyo, Japan

Education record

Activities and Societies: Rugby, Sailing, Symphonic Band