Lonnie Yu, Cfa Email & Phone Number

Indonesia

Covered ASEAN Consumer

Jakarta

Covering consumer staple companies in Indonesia, including Mandom Indonesia (TCID), Indofood (INDF), Indofood CBP (ICBP), Nippon Indonesia (ROTI), Unilever Indonesia (UNVR), Tiga Pilar (AISA), Mayora (MYOR), ALTO and Kalbe Farma.My sales experience at Danareksa Securities enriches my knowledge of clients servicing and consolidates my independent thinking - listen and understand what they needs and be responsive to the news flow with independent judgement and thought. The current… Show more Covering consumer staple companies in Indonesia, including Mandom Indonesia (TCID), Indofood (INDF), Indofood CBP (ICBP), Nippon Indonesia (ROTI), Unilever Indonesia (UNVR), Tiga Pilar (AISA), Mayora (MYOR), ALTO and Kalbe Farma.My sales experience at Danareksa Securities enriches my knowledge of clients servicing and consolidates my independent thinking - listen and understand what they needs and be responsive to the news flow with independent judgement and thought. The current position has completed my skill set, which used to be full of business analysis and information research only. It also confirmed my passion to be a sell-side analyst, building up model with my assumptions along with reasonable justifications while being able to sell the ideas to investors and not afraid of challenges. Preparing the daily news update and sales daily with colleagues train me to be a quick writer and story spinner, meanwhile, writing trading ideas every week expand my knowledge of small-mid cap stocks and force me to learn to identify the time to push the stock. Show less

Hk

Risk and Performance team- Analyzed the performance of fixed income, balanced and equity funds- Understand the performance system (B-one) and assist the installation process

Being in the asset management firm has broadened my perspective of investment and of the global economies – how different sectors and economies in various countries are linked up. Apart from meeting corporates on regular basis I also learnt about portfolio management and portfolio analysis. I am responsible for evaluating portfolios’ performance against their benchmark, identified the causes of under/outperformance and presented to managers and clients.Achievements: - Analyzed on… Show more Being in the asset management firm has broadened my perspective of investment and of the global economies – how different sectors and economies in various countries are linked up. Apart from meeting corporates on regular basis I also learnt about portfolio management and portfolio analysis. I am responsible for evaluating portfolios’ performance against their benchmark, identified the causes of under/outperformance and presented to managers and clients.Achievements: - Analyzed on Asian fixed income (FI)/ credit across various sectors, e.g. Sovereign, Quasi sovereign and Corporate, from different emerging market countries using an internal built scorecard, monitoring yield curves movements and meeting the management in person- Analyzed US energy, utilities and chemical stocks to understand which ones tended to outperform/ underperform in certain macroeconomic environments by calculating the possibility, t-statistic and p values- Identified the correlations and beta of stocks within the sectors and did a regression of chemical companies against macroeconomics data- Successfully selected few Greater China consumer staples and discretionary stocks by having regular meetings with different analysts from different brokerage houses and meeting the managements in person or via conference calls to understand and analysis the analysts' style and the management's behaviors - Evaluated funds and mandates' performance against Indonesia market, identified the main causes negative performance and market. Built monitoring tools and scorecard for the equity team in Indonesia to enhance the investment process and to support the sales and marketing teamMain responsibility: - A portfolio assistant to ensure the portfolio positions are accurate (including cashflow management), and responsible for writing weekly, monthly reports to investors and preparing presentation Generalist on Indonesia and Greater China equities marketQuantitative analyst for Indonesia equity team Show less

Hong Kong

This was my vocational job, allowed me to earn pocket money when I returned to HK (from UK) for holiday. I was assigned to different project each week. Sometime I would be doing survey in a hotel or in a shopping mall, depending on our clients’ need. I learnt how to approach and draw people attention as soon as we approach them in person or over the phone. This is very crucial as we always have a target number of people we should interview with, hence, the other important lesson I… Show more This was my vocational job, allowed me to earn pocket money when I returned to HK (from UK) for holiday. I was assigned to different project each week. Sometime I would be doing survey in a hotel or in a shopping mall, depending on our clients’ need. I learnt how to approach and draw people attention as soon as we approach them in person or over the phone. This is very crucial as we always have a target number of people we should interview with, hence, the other important lesson I had from this job is to work under pressure. Show less

London

The biggest project I did was to calculate the correlation and z-score of different indices, helped other analysts to enhance their investment decision. This involves programming in visual basic and other software programs.Also, I helped the team to develop few other visual basic tools so that they can have better way to monitor funds and accounts, especially cash and in/outflow management. I was responsible for updating the team’s database everyday so that we could trade on accurate… Show more The biggest project I did was to calculate the correlation and z-score of different indices, helped other analysts to enhance their investment decision. This involves programming in visual basic and other software programs.Also, I helped the team to develop few other visual basic tools so that they can have better way to monitor funds and accounts, especially cash and in/outflow management. I was responsible for updating the team’s database everyday so that we could trade on accurate information, avoided mistakes.I studied few investment vehicles, such as credit derivative swaps (CDS) and presented them to my colleagues to show my understanding of the investment instruments. I reckon this is the most beneficial to me as it allowed me to understand the mechanism of investment vehicles - how many parties are involved and understand their investment views from interpreting their investment decision. In addition, the study of correlation of different indices increased my background knowledge of the investment world, as data never lie to us, only revealed the history and fact. Having a strong background let me to make better investment judgment going forward. Show less

Southampton, United Kingdom

I was in the actuarial system team, mainly responsible for correcting and updating the actuarial program (MOSeS), which were widely used by all actuaries in the company. We received requests from other teams, pricing team and pension team for instance, about which parts of calculation might have been incorrect or what adjustment we should make to include the new regulations and products changes. Also, I was responsible to produce monthly report at the beginning of each month, and this… Show more I was in the actuarial system team, mainly responsible for correcting and updating the actuarial program (MOSeS), which were widely used by all actuaries in the company. We received requests from other teams, pricing team and pension team for instance, about which parts of calculation might have been incorrect or what adjustment we should make to include the new regulations and products changes. Also, I was responsible to produce monthly report at the beginning of each month, and this process involved the use of visual basic, SQL and other Microsoft programs. This 12 months placement with HSBC insurance was very crucial to my career development because it was my first time to do some professional programming and most of the programs are widely used in other companies and industries. Therefore, I am still greatly benefited from the experience I had with HSBC insurance. Show less

Hong Kong

I was there for two months, working in credit processing and approval unit. I was responsible for data entry, verifying applicants’ information and contacting applicants about their applications.It was my first job in finance industry; therefore every part of this experience was crucial to me. I reckon the most beneficial experience was learning how to report to managers and colleagues. Accuracy is very important as it can avoid double working, increased productivity and efficiency.

1St Hon, Mathematics And Actuarial Science

Activities and Societies: April 2008 to April 2009 (final year of university) – the president of actuarial society October 2007 to June.

A; B; As; Gcse, Levels; Mathematics And In Further Mathematics; Chemistry; Level; Art

, 4A and 1B. A-Level: A in Chinese.

Education record