• Conducted equity research on Asia generalist coverage with support coverage in Europe and US, managing a list of 35 names within 9 months.• Generated top-down views contributing to the quarterly asset allocation strategy, focusing on the Fixed Income portion of the portfolio.• Constantly improved processes and fixed bugs in monitoring overall portfolio and individual performance on Asset Wizard platform.Key achievements• Key stock picks include Wiwynn (Taiwan), WH Group, Trip.com (HK), HDFC Bank (India).• Overweight on USD led to relative outperformance in the Fixed Income portfolio

• Formulated multi-asset investment proposals inc. Mutual Funds, ETFs, Structured Products, specializing in Global Equities; contributed alpha generative ideas for Bespoke portfolio mandates (AUM >US$10mil).• Governed the active high conviction Equity list communicated to Relationship Managers and Clients.• Co-managed 5 simulated Equity-focused discretionary portfolio mandates in collaboration with the CIO. Mandates include Global, Asia, Japan, REITs and Deep Value.• Project lead in the design, planning and establishment of the Equity Landing platform for client access.Key achievements• Timely overweight on Japan in Dec-2022 leading to +33% market return.• Key stock picks include Hi-sense, Mini-so and Toyo Suisan generating a return >30%.

• Fundamental research for 60-70 large cap stocks in the Consumer, Gloves, Logistics, Ports and Media sectors across Malaysia, China and Singapore.• Harnessed diverse market knowledge in contributing to the asset allocation decision(s) at both the overall and portfolio level (collective AUM of US$20bil).• Leveraged extensive network to ensure incorporation of both fundamental and non-fundamental factors (i.e. fund flows, ESG, regulatory changes) to form a holistic investment view.Key achievements• Timely overweight on the gloves sector in 2020 leading to > 100% returns.

• Fundamental research for 15-20 large cap stocks across 4 sectors; notable published in-depth reports (> 30 pages) include Mr & Mrs Malaysia 2019, Malaysia E-commerce, and IHH Healthcare.• Applied a diverse range of valuation techniques such as DCF, DDM, EV (Property Developers) and SOTP.• Mentored and trained 2 Research Associates to improve team efficiency and develop continuity.Key achievements• Rated AsiaMoney #1 Consumer Discretionary Analyst in Malaysia for two consecutive years (2017 and 2018).• Top recommendations generated a return of 10-25% over 2017-19.

• Supported a team of 5 Research Analyst including the Head of Research; covered the consumer sector.• Crafted spreadsheets which led to a -20% improvement in data collation/organisation efficiency.

• Identified process weaknesses and control breakdowns; prepared audit reports for presentation to the Board.