Stephanie Nai Email and Phone Number
Stephanie Nai work email
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Stephanie Nai personal email
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.
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Climate CrafterClimatecrafters Pte Ltd Dec 2023 - PresentSingaporeProvide 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 -
AdvisorZico Asset Management Sep 2021 - Dec 2023Singapore- Advisor to HNW & UHNW individuals - Fund Manager to private closed ended funds -
Client AdvisorOcbc Bank Feb 2018 - Aug 2021SingaporeRelationship Manager to High Net Worth clients -
Vice PresidentCredit Suisse Nov 2014 - Oct 2018Portfolio Solutions -
Associate Director, Investment ManagementUbs Sep 2010 - Oct 2014Singapore• 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 -
AnalystBarclays Wealth And Investment Management 2008 - 2010Singaporei. 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 -
Summer InternRoyal Bank Of Scotland Jul 2007 - Sep 2007London, 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
Stephanie Nai Education Details
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University Of ReadingFirst Class Honours -
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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