Margaret Yang Yan, CFA
Strategist at DailyFX - Market News & Analysis- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst
CFA InstituteDec, 2015- Nov, 2024 -
CMFAS Module 3 (Fund Management)
Institute of Banking and FinanceSep, 2012- Nov, 2024 -
CMFAS Module 1A (Dealing in Securities)
Institute of Banking and FinanceSep, 2011- Nov, 2024 -
CMFAS Module 5 (Financial Advisory Services)
Institute of Banking and FinanceSep, 2011- Nov, 2024 -
CMFAS Module 6 (Securities Product and Analysis)
Institute of Banking of FinanceSep, 2011- Nov, 2024 -
CMFAS Module 6A (Securities and Futures Product Knowledge)
Institute of Banking and FinanceSep, 2011- Nov, 2024
Experience
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DailyFX - Market News & Analysis
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United Kingdom
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Financial Services
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1 - 100 Employee
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Strategist
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May 2020 - Present
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CMC Markets Singapore
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Singapore
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Financial Services
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1 - 100 Employee
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Market Analyst
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Feb 2016 - May 2020
• Appears frequently in television and radio programmes namely Bloomberg TV, Channel News Asia, Channel 8, Sky TV, French 24 and Deutsche Welle etc. increasing company’s publicity significantly. • Shares market insights and commentary regularly with Asia-Pac finance media including Straits Times, Business Times, Yahoo Finance, Bloomberg News, Financial Times, Lianhe Zaobao, Caixin, radio stations Money FM and 958., • Provides market commentaries and reviews covering forex, equity indices, commodities and stock CFDs for media and premium clients. • Works with marketing and sales team to organize quarterly in-house events. • Presents to large crowds of audience (>500) in local investment forums and spoke as key speaker in over 30 seminars/events in Singapore per year. • Conducts monthly investment seminars and workshop for in-house clients. • Creates educational materials, including presentation slides and written material covering equities, forex, indices, commodities and treasury futures. • Assisted regional institutional sales team in FX expos and forums in Shanghai and Hong Kong. • Engages clients in digital media including Facebook, WeChat and YouTube. Show less
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PhillipCapital
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Singapore
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Financial Services
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700 & Above Employee
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Central Dealer
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Jul 2014 - Jan 2016
• Executed trades in equity, fixed income, futures and options for over 10 diversified funds with aggregate AUM over US$ 1.3 billion, covering Singapore, HK, Japan, Thailand, Indonesia, US, UK, Malaysia, Philippine, Taiwan, Korea and Greater India markets. • Proposed and implemented hedging strategies, with index futures, treasury futures and equity options for efficient fund management. • Conducted market risk monitoring, including equity indices, interest rates, currencies and commodities. • Constructed 10 Year US treasury model as an indicator of REITS performance.• Built minimum variance portfolio and performed back testing with Bloomberg PORT.• Selected brokers and Direct Market Access algorithm strategies to perform the best execution in equities• Ensured all trades are properly executed, recorded, matched and settled.• Conducted new counter-party assessment, broker account opening and semi-annual broker review. Show less
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Dealer
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Sep 2011 - Jun 2014
Provided advisory services in trading stocks, Contract for Difference (“CFD”), Exchange Traded Fund (“ETF”), Unit Trusts and other financial products.Managed group of more than 5000 trading accounts under in house dealing team.Provided sales support in investment conferences/ seminars.
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Education
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Nanyang Technological University
Bachelor of Engineering (B.Eng.), Chemical & Biomolecular Engineering -
KTH Royal Institute of Technology