Bryan Ong Zhe Wei

Senior Associate (Investment & Origination Lead) at Mana Impact
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Contact Information
us****@****om
(386) 825-5501
Location
SG
Languages
  • English -
  • Chinese -

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5.0

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Matthew Newman

I had the pleasure of working with Bryan as the Vice President of the transaction advisory team at IIX. Bryan was an intelligent, thorough, and detailed-oriented Associate whose diligence played a critical role in closing transactions. Additionally, Bryan brought a can-do attitude to the team and served as a leader for the more junior staff. Overall, Bryan is a well-rounded finance professional with a strong track record of closing deals.

Judith Wierenga

I had the pleasure to work closely together with Bryan in Singapore. I enjoyed working with him because he brings a lot of energy to the team and is easy to communicate and work with. He is dedicated and motivated to do his work well, eager to learn, and has an eye for detail. Thanks for a great time!

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Credentials

  • Introduction to Power BI
    DataCamp
    Jul, 2022
    - Nov, 2024
  • Financial Modelling Valuation Analyst (FMVA®)
    Corporate Finance Institute® (CFI)
    Jun, 2022
    - Nov, 2024
  • Financing & Investing in Infrastructure
    Università Bocconi | Coursera
    Feb, 2022
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Level I
    CFA Institute
    Apr, 2021
    - Nov, 2024
  • Innovative Financing Solutions for Resilience (Practitioner)
    Impact Investment Exchange (IIX)
    Nov, 2020
    - Nov, 2024
  • Impact Investing Executive Certificate Program: Financing the SDGs (Specialist)
    Impact Investment Exchange (IIX)
    Jun, 2019
    - Nov, 2024

Experience

    • Singapore
    • Investment Management
    • 1 - 100 Employee
    • Senior Associate (Investment & Origination Lead)
      • Oct 2022 - Present

      • Ventures-Funds Investments & Origination Lead • Transaction & Financial Structuring • Portfolio Management/Fundraising • Ventures-Funds Investments & Origination Lead • Transaction & Financial Structuring • Portfolio Management/Fundraising

    • Singapore
    • International Trade and Development
    • 1 - 100 Employee
    • Analyst, Portfolio Management
      • 2022 - 2022

      • Managed 2 portfolio/pipeline projects to align with investment criteria. Reviewed IMs, financial models and transaction agreements (CCD/senior loan), conducted budget reviews and updated portfolio risk registers • Developed new project overview templates and presented findings on portfolio management metrics/benchmarks • Engaged in portfolio reporting by preparing monthly portfolio trackers/reports and reviewed quarterly developer reports • Managed 2 portfolio/pipeline projects to align with investment criteria. Reviewed IMs, financial models and transaction agreements (CCD/senior loan), conducted budget reviews and updated portfolio risk registers • Developed new project overview templates and presented findings on portfolio management metrics/benchmarks • Engaged in portfolio reporting by preparing monthly portfolio trackers/reports and reviewed quarterly developer reports

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Associate, Debt Capital Markets
      • 2021 - 2022

      • Involved in the closing and structuring of the SGX-listed US$ 30.0mn Women’s Livelihood Bond for Climate by engaging with institutional investors and family offices (private & public sector) and the banking partner syndicate. Project lead for maintaining investor databases, the bond’s cash flow model, updating marketing collaterals and organizing investor roadshows• Participated in borrower due diligence sessions and drafted information memorandums along with SROI models. Generated leads for the new African geography, integrated a new climate lens into the portfolio, and assisted in investor reporting• Coordinated the virtual data room, managed queries and created decks for investor due diligence sessions with the largest US DFI, which later resulted in a US$ 10.0mn subordinated debt investment over 5 years• Built a model for a US$ 10.0mn 10-year catalytic debt fund, providing revolving concessional loans, recoverable grants and technical assistance to de-risk early-stage SMEs, for a proposed UN development project in Ethiopia

    • Associate, Transaction Advisory
      • 2021 - 2021

      • Successfully raised ~US$ 2.7mn for 3 venture debt, quasi equity and venture equity deals across South and Southeast Asia (Health & Climate)• Successfully structured a Series B US$ 14.0mn mezzanine term sheet for a climate-smart agriculture firm, by providing growth capital financing recommendations, managing external advisers during due diligence and building returns/scenarios analyses• Spearheaded transaction end-to-end processes for 14 companies (pre-seed to Series B) from sourcing to capital raise. Built/reviewed models (DCF, comparables, relative valuation, cash flow modelling and returns analyses) and investment collaterals to provide corporate finance advise to investors/founders• Acted as a huge team resource for financial modelling & valuation best practices• Liaised with the startup ecosystem, updated information systems and institutionalized onboarding/finance processes • Launched a digital impact measurement service used extensively by IIX (www.iixvalues.com). Received an Employee Monthly Reward for completing the milestones for an Australian DFI Blended Finance program

    • Analyst, Transaction Advisory
      • Oct 2019 - Dec 2020

    • Events Services
    • 1 - 100 Employee
    • Events Manager
      • 2018 - 2020

      Emceeing & Optimizing events for underprivileged students Emceeing & Optimizing events for underprivileged students

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Venture Operations & Analyst
      • 2018 - 2019

      • Assisted in 7 concurrent Pre-Series A ASEAN venture deals (healthtech, traveltech, real estate tech, logtech, lifestyle) by structuring term sheets, managing due diligence data rooms and generating due diligence reports • Prepared investor fundraising materials for prospective investors and assisted in investor relations, KYC and capital calls • Assisted in venture capital fund formation in the Cayman Islands and liaised with lawyers, banks, fund administrators and regulators in both Singapore and the Cayman Islands. Conducted trends, competitor, industry and company research/analysis

    • Singapore
    • Hospitality
    • 1 - 100 Employee
    • Investment Intern
      • Jul 2017 - Aug 2017

      • Assisted in 3 concurrent Asian hospitality deals by evaluating real estate opportunities, preparing property investor packs and M&A rollup decks, conducting property loan comparisons by perusing loan agreements and financials as well as assisting in financial modelling (return and sensitivity analysis) • Initiated competitor analysis of a franchise brand to formulate internal growth strategies such as franchise structures, fees and multiples • Assisted in origination of investor leads and worked on franchise brand arrangements to ensure brand consistency

    • Singapore
    • Accounting
    • 700 & Above Employee
    • Consulting Intern
      • Dec 2016 - Jan 2017

      • Summarized credit risk reports, regulatory material and banks’ loan portfolios to aid in the preparation of loan modelling • Analyzed use cases of global energy storage systems in Singapore through data/trend analysis and was involved in weekly calls with PwC’s international divisions for idea generation. Thereafter, attended a deep dive with the client to discuss next steps/deliverables • Summarized credit risk reports, regulatory material and banks’ loan portfolios to aid in the preparation of loan modelling • Analyzed use cases of global energy storage systems in Singapore through data/trend analysis and was involved in weekly calls with PwC’s international divisions for idea generation. Thereafter, attended a deep dive with the client to discuss next steps/deliverables

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Corporate Tax Intern
      • May 2016 - Jul 2016

      • Assisted in the filing of corporate tax packages of 24 funds, trustees, investment holding companies and various trading companies by preparing outstanding information queries and income tax computations to both clients and IRAS • Rewarded 1st runner up for internship presentation and was appointed the group leader to coordinate and communicate deliverables • Assisted in the filing of corporate tax packages of 24 funds, trustees, investment holding companies and various trading companies by preparing outstanding information queries and income tax computations to both clients and IRAS • Rewarded 1st runner up for internship presentation and was appointed the group leader to coordinate and communicate deliverables

    • Singapore
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant
      • Jul 2015 - Dec 2015

      Teaching Assistant for Leadership & Team Building class (School of Business)

    • Research Assistant
      • May 2015 - Jun 2015

      Research Assistant for the School of Accountancy

    • Investment & Finance Assistant
      • Jan 2013 - Dec 2014

      • Assisted in the execution of a commercial property deal and the sale of warehouse land, mainly in deal sourcing, deal financing and review of agreements. Saved the company S$80k • Managed three investment properties in areas of tenancy and asset management • Assembled the company’s administrative/finance infrastructure and prepared financial statements • Assisted in the execution of a commercial property deal and the sale of warehouse land, mainly in deal sourcing, deal financing and review of agreements. Saved the company S$80k • Managed three investment properties in areas of tenancy and asset management • Assembled the company’s administrative/finance infrastructure and prepared financial statements

    • Audit Intern
      • Mar 2014 - Jun 2014

      • Drafted audit reports, financial statements and tax computations for trading, service providers and investment holding companies • Successfully closed the accounts for an entity undergoing liquidation • Drafted audit reports, financial statements and tax computations for trading, service providers and investment holding companies • Successfully closed the accounts for an entity undergoing liquidation

Education

  • Singapore Management University
    Bachelor of Accountancy, Accountancy
    2014 - 2018
  • Corporate Finance Institute® (CFI)
    Financial Modelling & Valuation Analyst (FMVA)
    2021 - 2022
  • University of St.Gallen
    Bachelor's degree International Student Exchange Program
    2017 - 2017

Community

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