Stuart Ong Email & Phone Number

Singapore

Discretionary Multi-Asset Portfolio Manager with a strong focus on leveraging data-driven insights to inform investment decisions. Proven ability to construct and manage diversified portfolios while integrating advanced quantitative analysis techniques. Skilled in utilizing data analytics tools and methodologies to identify investment opportunities, manage risk, and optimize portfolio performance. Committed to staying abreast of emerging trends in data science and technology to enhance investment strategies.

Singapore

Secondary role as a Data Scientist in addition to my main function as a Portfolio Manager. Building experience and exploring my interest in finding better ways to use and harness ML and data in support of business outcomes. Key projects include:- Building dashboards and analytical tools to help track and monitor investment performance for over 1000 portfolios, increasing scale and efficiency - Conducting in-depth studies to analyse portfolio performance across the bank to demonstrate the value of diversification and our portfolio management services - ⁠Building economic regime models to assist with asset allocation decisions by helping to objectively identify where we are in an economic cycle and how risk assets could perform as a consequence - ⁠Building portfolio optimisation tools to create customised products to meet client’s demand for tax harvesting, raising over USD40mn in AUM in the process- ⁠Creating tools that enable hyper-personalisation and customisation of portfolio performance reporting at scale by leveraging in the generative capabilities of large language models

Singapore

Conducted fundamental research of key Internet, technology and telecommunication players in China. Provided broad sector, strategy and thematic coverage of developed markets (Europe/US). Developed well-researched investment views on stocks and emerging themes and communicated key investment ideas regularly with written reports and presentation of ideas to groups both small and large. Additionally, involved in Due Diligence and Risk Rating policies and other support and administrative functions within the equity research team, improving the team’s overall visibility, efficiency and scalability over time.

Client acquisition, order/trade execution and provision of financial advice. Also involved in basic customer service to ensure client trades were executed smoothly, as well as credit and risk management.

As a founding partner of a start-up in the sustainability industry, I’ve had the unique first-hand experience in building a company from idea to business. The process provided me with valuable insights in running a retail and consultancy beyond day-to-day operations. I managed accounting, budgeting and finances, prepared financial reports and statements for investors, executed marketing and event planning as well the business development and opportunity identification.

Master'S Of Applied Data Science, Data Science

Advanced Diploma In Data Science, Data Analytics

Advanced Diploma, Private Banking

Bachelor Of Science (Bsc), Economics