Global multi-asset

• Daily risk reporting for PM and senior management, including trade summary, upcoming trading plan and portfolio daily and month-to-date PnL etc.• Provide primary support to investment team during trading hour, such as obtaining stock loan, supporting all OTC trades and live update on EMSX orders• Singlehandedly monitor upcoming corporate action events to ensure that all positions on key names are fully votable and are indeed voted for• Daily cash and position reconciliation, as well as monitoring daily margin excess across all PBs. Propose and provide innovative ways to create more margin excess• Pioneer process optimization initiative and find ways to create income / save cost for the fund and fund manager

• Performed stock pitch through formulating investment thesis and industry research & valuation using relative valuation and discounted cashflow model• Performed industry primer to gain insights into different industries and make buy/sell recommendations• Conducted portfolio management using strategic asset allocation over equity, fixed income and cash• Analyzed country macro outlook and make investment recommendations over funds and currencies• Familiar with structured products, options and derivatives

• Analyzed financial statements and market trends in China to evaluate the underlying credit quality of companies through mapping of financial data and breaking down of capital structure• Closely monitor macroeconomic and political events and update monthly company reports for external users• Assisted credit analyst to produce company and sector research reports involving sparse and sporadic data• Gained a good insight into the high yield and distressed bond market space in China

• Support relationship manager in day-to-day relationship management, including meeting coordination, pipeline and strategy papers consolidation, drafting of presentation deck and other ad-hoc activities• Assist relationship manager in KYC and on-boarding of client through business background research on management & regulation using Bloomberg, S&P global and Fitch• Support credit analyst through analyzing banks and non-bank financial institutes’ financials, spreading of credit scorecards and drafting of executive summary• Identify potential clients through analysis of annual reports and reclassifying them into potential opportunities for cash management, FX trade, global markets and investments

• Pitched campaign ideas to brands & prepared campaign proposal• Negotiated deals such as Dutch Lady and Three Legs single-handedly worth $11k and $9k respectively• Campaign manager for campaigns with Sentosa, Dutch Lady and Xcape. Dutch Lady re-signed another $30k worth of contract due to reliable campaign management and results

Leading a team of 16 staffs under PDVL department. Assist in daily operation of the department such as customer enquiry and liaising with LTA (Land Transport Authority) on PDVL matters.