Stephanie Nai

Stephanie Nai Email and Phone Number

Project Development for Sustainable Solutions @ ClimateCrafters Pte Ltd
Stephanie Nai's Location
Singapore, Singapore
Stephanie Nai's Contact Details

Stephanie Nai work email

Stephanie Nai personal email

n/a
About Stephanie Nai

Stephanie Nai is a Project Development for Sustainable Solutions at ClimateCrafters Pte Ltd. She possess expertise in equities, asset allocation, private banking, capital markets, fixed income and 8 more skills.

Stephanie Nai's Current Company Details
ClimateCrafters Pte Ltd

Climatecrafters Pte Ltd

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Project Development for Sustainable Solutions
Stephanie Nai Work Experience Details
  • Climatecrafters Pte Ltd
    Climate Crafter
    Climatecrafters Pte Ltd Dec 2023 - Present
    Singapore
    Provide structured bespoke financing solutions to individuals and corporate for environment related solutions. These includes:- Renewable Energy Transition Project Development- Carbon Emission Reduction Project Development- Collaboration with Technology Owners to Provide Integrated Solution
  • Zico Asset Management
    Advisor
    Zico Asset Management Sep 2021 - Dec 2023
    Singapore
    - Advisor to HNW & UHNW individuals - Fund Manager to private closed ended funds
  • Ocbc Bank
    Client Advisor
    Ocbc Bank Feb 2018 - Aug 2021
    Singapore
    Relationship Manager to High Net Worth clients
  • Credit Suisse
    Vice President
    Credit Suisse Nov 2014 - Oct 2018
    Portfolio Solutions
  • Ubs
    Associate Director, Investment Management
    Ubs Sep 2010 - Oct 2014
    Singapore
    • Provide asset allocation and investment consulting across multi-asset classes for Investment Management mandates• Structuring of customised mandates • Clients advised include HNW & UHNW individuals and institutions i.e. Global Family Offices• Creation of relative return tool to track stock performance against our mandate benchmarks • Creation of Asia single bonds selection tool • Actively review all mandate accounts to ensure adherence to client investment requirements
  • Barclays Wealth And Investment Management
    Analyst
    Barclays Wealth And Investment Management 2008 - 2010
    Singapore
    i. Tasks performed for the Investment Management Team• Monitor model portfolio against client portfolio for discretionary accounts• Monitor performance figures for discretionary accounts• Monitor client instructions to ensure adherance for the accountsii. Tasks performed for the Active Advisory Team• Prepare reviews on client current holdings• Use Research, Tactical Asset Allocation, Strategic Asset Allocation and Technical Analysis on client investment profiles to create client presentations and chart books• Sourcing for Fixed Income prices and fund factsheets on behalf of the team• Use Equity, Fixed Income, Equity Derivatives, FX, Mutual Funds & Alternative Investments to create a client strategy & portfolio
  • Royal Bank Of Scotland
    Summer Intern
    Royal Bank Of Scotland Jul 2007 - Sep 2007
    London, United Kingdom
    • Managed a Collateral Management Reconciliation Project aimed to reduce credit risk and increase proactive reconciliation & Day-to-day OTC Derivatives Reconciliation

Stephanie Nai Skills

Equities Asset Allocation Private Banking Capital Markets Fixed Income Credit Risk Mutual Funds Collateral Management Bloomberg Hedge Funds Alternative Investments Structured Products Financial Markets

Stephanie Nai Education Details

  • University Of Reading
    University Of Reading
    First Class Honours
  • Cedar Girls Secondary School
    Cedar Girls Secondary School

Frequently Asked Questions about Stephanie Nai

What company does Stephanie Nai work for?

Stephanie Nai works for Climatecrafters Pte Ltd

What is Stephanie Nai's role at the current company?

Stephanie Nai's current role is Project Development for Sustainable Solutions.

What is Stephanie Nai's email address?

Stephanie Nai's email address is st****@****sse.com

What schools did Stephanie Nai attend?

Stephanie Nai attended University Of Reading, Cedar Girls Secondary School.

What skills is Stephanie Nai known for?

Stephanie Nai has skills like Equities, Asset Allocation, Private Banking, Capital Markets, Fixed Income, Credit Risk, Mutual Funds, Collateral Management, Bloomberg, Hedge Funds, Alternative Investments, Structured Products.

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