Matthew Phan Email & Phone Number

Singapore

Hong Kong SAR

• Credit –
• Led team of 15 analysts across five locations in Hong Kong and Southeast Asia, covering issuers across Asia-Pacific in USD and local currencies
• Oversaw the credit approved list. Approved issuers and internal ratings; developed tools to track portfolio quality; led team to identify risks and opportunities; worked with country CIOs, PMs, Risk and other.
• Worked closely with each analyst; built high performing, collaborative culture. Drove exchange of ideas between PMs, traders and analysts
• Supported Asia Head of Fixed Income and Asia CIO on multiple projects, including capital injections to subsidiaries, scenario and event-driven risk analyses, recovery of real estate distressed debt in India.
• Joined as Director and financials analyst, promoted to Senior Director, then to Head of Credit ResearchPortfolio manager –

Hong Kong

• Coverage of banks and non-bank FIs across Asia including Japan
• Successful calls on global aircraft lessors during the depths of the Covid crisis on the back of detailed cash flow and liquidity modelling
• Deep dives on Chinese banks and on onshore and offshore AT1s
• Set up active BI chat channel between clients and analyst team

Singapore

• Led projects that ran across capital and liquidity management, deployment of surplus funds and analytics. Cut time needed to estimate capital position from 2 months to a few days
• Oversaw regulatory capital management at the bank’s subsidiaries in China, Taiwan, India and Indonesia, collaborating with local treasury teams

London, United Kingdom

• Covered Greater China, Korea and Singapore banks and non-bank FIs. Initiated coverage on several first-time issuers including the bad debt asset managers, securities firms and smaller banks.
• Published regularly on China’s financial system, shadow banking and macro-economics
• Initiated the firm’s work on Asian credit strategy and contributed to EM and global credit strategy.
• Hired as second analyst in Singapore office; set up internship program; helped build analyst team to 9 strong

Singapore

• Bottom-up fundamental coverage of consumer, financial and other names across Asia

Singapore

• Economics and corporate reporter
• Initiated paper’s coverage of environmental issues

Singapore

Program For Leadership Development

Bachelor'S Degree, Economics, Mathematics, Magna Cum Laude

Activities and Societies: Intramural Soccer, Columbia Undergraduate Film Production, Singapore Student's Association, Phi Beta Kappa

Education record

I am a CFA charterholder.

Chinese Proficiency Test (Hsk Or Hanyu Shuiping Kaoshi), Passed The Hsk Level 6