Balder Tsang, CFA

Senior Manager at WeValue Advisory Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK
Languages
  • English Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2015
    - Nov, 2024

Experience

  • WeValue Advisory Limited
    • Hong Kong
    • Financial Services
    • 1 - 100 Employee
    • Senior Manager
      • Sep 2022 - Present

    • Manager
      • Nov 2021 - Sep 2022

    • Assistant Manager
      • Mar 2020 - Nov 2021

  • Eddid Securities and Futures Limited
    • Hong Kong
    • Assistant Manager
      • Aug 2019 - Feb 2020

      Actively provided investment advisory to clients on multi-asset class such as stocks, derivatives, FX and commodities Explored and solicited new business opportunities by holding investment seminars Actively provided investment advisory to clients on multi-asset class such as stocks, derivatives, FX and commodities Explored and solicited new business opportunities by holding investment seminars

  • Frontier Capital Management Limited
    • Assistant Investment Manager
      • Aug 2017 - Mar 2019

      Initiate investment ideas on discretionary portfolio management supported by comprehensive market research, competitive analysis and customer portfolio review.Support Relationship Managers to conduct financial reviews and provide tailored-made investment advice to 300+ high-net-worth clients enrolling in the Capital Investment Entrant Scheme with AUM over US$400mn.

    • Senior Investment Analyst
      • Aug 2016 - Aug 2017

  • FT Securities Limited
    • Hong Kong
    • Investment Analyst
      • Aug 2013 - Aug 2016

      Performed preliminary screening of potential investment opportunities and carried out due diligence work to support investment decisions Conducted extensive industry research and built financial model to evaluate the valuation of the target Performed preliminary screening of potential investment opportunities and carried out due diligence work to support investment decisions Conducted extensive industry research and built financial model to evaluate the valuation of the target

  • SPS Group
    • Hong Kong
    • Research Analyst
      • Sep 2012 - Jul 2013

      Conducted research analysis focusing on HK equity market and generated investment ideas to support investment decisions of in-house investment fund Articulated investment ideas to senior management by preparing written reports with fact-driven perspective and quantitative analysis Conducted research analysis focusing on HK equity market and generated investment ideas to support investment decisions of in-house investment fund Articulated investment ideas to senior management by preparing written reports with fact-driven perspective and quantitative analysis

Education

  • City University of New York-Baruch College - Zicklin School of Business
    Bachelor of Business Administration (BBA), Finance and Investment
    2008 - 2011

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