Nalinee (Penny) V. Email and Phone Number
I am a current MBA student at the University of Oxford with extensive exposure to equities, mutual funds, fixed income and structured product investing. Experience in estate and trust planning . Experience in 4 real estate joint venture deals totaling to 200mn GBP and Banking M&A. 5+ years of investing experience in Asia and United States market. Fluency in English and Thai.Skills and Specialities :- Investments, Project Management, Finance, Wealth Management, Investor Relations, Customer Relations, Reasoning Skills, Analytical Skills, Communication Skills, Critical Thinking, Analytical Aptitude, Communication Oriented, Quantitative Aptitude, Interpersonal SkillsEducation :- Oxford MBA. 2024-25 Cohort- Chulalongkorn University BBA , First Honors
Oxford Alpha Fund
View- Website:
- oxfordalphafund.com
- Employees:
- 27
-
Bootcamp TraineeOxford Alpha Fund Oct 2024 - PresentOxford, England, United Kingdom- Macro Strategy Bootcamp Trainee -
Personal Trust Fund ManagerSelf-Employed Jan 2024 - Present- Generate 10.2% return on £800k by investing in fixed income and equities- Experienced in investing in Thailand (5 years) and United States (3 years) equities, fixed income and structured products.
-
Investment Product Strategy Manager - HnwUob Feb 2022 - Jun 2024Bangkok And Singapore- Secured approximately 10+ 1mn GBP+ investment deals annually by helping client advisor pitch products from around 50 meeting attended-Increased Investment quarterly revenue by 15% by implementing mutual fund/ insurance sales strategies and creating pitchbooks that were used by 200+ client advisors- Reduced client advisors’ attrition from 25% to 10% annually by leading a function-wide strategic project on reallocating client advisors to suitable teams- Self-constructed a new internal process to clarify more than 1000+ clients’ information mismatch that occurs from data merging during M&A.- Promoted to Manager within 7 months -
Management AssociateUob Jul 2021 - Feb 2022Bangkok, Bangkok City, Thailand- Led UOB's GBP 4,000bn acquisition of Citibank's retail banking business M&A Integration streams including Change Management- Constantly report status and analysis directly to top management -
ManagerAp (Thailand) Public Company Limited Sep 2020 - Mar 2024Bangkok, Bangkok City, Thailand- Completed 4 JV projects with Mitsubishi Group worth over GBP 200 million through handling communications / relationship with senior management- Sourced, combined and purchased more than 10 GBP worth of land -
Co-FounderKonnect Jan 2021 - Jan 2024Bangkok- A system that aid students by launching career seminars and providing consults to Thai students looking to seek International opportunities- Connect with 50+ Singaporean startups seeking interns; helped +200 students to secure international internships since inception- Partnered with Thailand's no.1 private university, Bangkok University
-
Wealth Management InternKiatnakin Phatra Financial Group Jul 2020 - Aug 2020- Research and analyse several investment opportunities- Collect data and comprise an analyst report -
Project Consulting AssistantSeac Jan 2019 - Apr 2019Thailand- Assist Project Planning for various HR events within the firm- Generate new ideas to achieve project goal- Consulting several project ideas about its feasibility and execution method- Customer Data Collecting and Data Analysis
Nalinee (Penny) V. Education Details
-
Finance And Financial Management Services -
Banking, Corporate, Finance -
Finance, General
Frequently Asked Questions about Nalinee (Penny) V.
What company does Nalinee (Penny) V. work for?
Nalinee (Penny) V. works for Oxford Alpha Fund
What is Nalinee (Penny) V.'s role at the current company?
Nalinee (Penny) V.'s current role is Oxford MBA | Aspiring Private Equity / Investment Banking Professional | Financial Analysis & Investments.
What schools did Nalinee (Penny) V. attend?
Nalinee (Penny) V. attended University Of Oxford, Chulalongkorn University, University Of Washington.
Who are Nalinee (Penny) V.'s colleagues?
Nalinee (Penny) V.'s colleagues are Francesco Vacca, Daniel Mccarthy, Atrijo Bhattacharyya, Axel La Pira, Kervin Tsai, Evie Duckworth, Edouard Molhant Proost.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial