Bryan Wong
Graduate Analyst at St. James's Place Wealth Management – Asia- Claim this Profile
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Bio
Credentials
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Licensing Examination for Securities and Futures Intermediaries
Hong Kong Securities and Investment InstituteAug, 2019- Nov, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteJun, 2019- Nov, 2024 -
Certified Financial Risk Manager (FRM)
GARP FRM ProgramJun, 2018- Nov, 2024
Experience
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St. James's Place – Asia & Middle East
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Singapore
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Financial Services
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300 - 400 Employee
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Graduate Analyst
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Sep 2019 - Present
Fourth rotation: Strategic Planning-Constructing the 2021-2025 Strategic Planning deck for the Hong Kong and Shanghai business-Building projection models for partner productivity, cash flow, and other relevant business figuresThird rotation: Compliance:My responsibilities include:-Study the SFO and IO and understand the regulated activities under authority-Work on the transition from CIB to IA for our insurance business, and update literatures and filings where necessary-Assist on the SFC audit document preparation, and fill in gaps as identified by the authorithy -AML: Conduct assessment on high risk factors, such as PEP, third party payor, and high-value investors-Licensing: Follow up with partners and employees' licensing requirements, such as CPT/CPD, application, cessation, annual returnSecond rotation: Investment Research and ManagemnetMy responsibilities include:-Research: Conduct due diligence on potential fund manager to allocate under the wealth management business-FoF management: Evaluate in-house and third party portfolio manager performances and publish investment reviewsand updates to internal and external clients-Respond to questions from partners and clients regarding fund choice, performance, investment suitability, risk etcFirst Rotation: Corporate and Partnership FinanceMy responsibilities include:-Reconcile all partners' case to ensure commissions are paid out accurately and on time-Release prepayments to the P&L; identify variance between allowance rechargeable to the UK entity and actual expenses-Settle ACH and PP transactions for accounts payables-Write VBA codes to automate partner commission statement and analysis-Conduct option analysis of the current leasehold; analyse how a possible office move can improve the budget-Conduct cost center analysis (Corporate traveling costs); analyze the traveling costs by each department and each function, and the deviation from the budget
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CAIDAO CAPITAL Limited
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Hong Kong
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Investment Management
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1 - 100 Employee
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Private Equity Intern
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Jan 2019 - Jul 2019
Exit Advisory for a Czech Drogerie e-commerce company-Conducted valuation work to identify a suitable value for the selling company, using comparable and other methods-Composed pitch decks, with research findings on the Drogerie market and the EU e-commerce potentialSeries A Funding of a local start-up (Healthcare Sector)-Translated business plan, executive summary, whitepaper etc. into Chinese for mainland investors-Researched possible investors and collaborators, including healthcare investors, distributors, and hospitalsOther Responsibilties-Wrote reviews on companies or funds that are seeking capital from our company-Construct pitch decks for real estate projects in Germany and the US -Fund Administration: Managed investments accounts of two of our portfolio companies ($14m AUM)
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Junior Research Analyst
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Sep 2018 - Dec 2018
-Updated daily on economic data, such as HKMA foreign reserve, interbank liquidity, HiBOR spread etc-Researched on equity classification methodologies of different data service providers and index providers-Studied how the upcoming interest rate hikes will affect the yield of the fixed income securities held in the companies’ portfolio, and recommend response to anticipated hikes-Wrote a research report on the relationship between deleverage measures, social liquidity, and Chinese stock performance
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Bank of Communications Co.,Ltd.
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China
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Banking
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500 - 600 Employee
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Risk Management Intern
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Jul 2018 - Aug 2018
-Assisted in the screening for the bank's trade finance business (factoring, short-term liquidity loan); examined on the client's equity and capital structure to understand strategic risks present-Wrote a research on the effect of trade war to credit risk in Chinese bank trade finance business-Initiated a report on the effect of trade war to the Bank's trade finance business and client credit
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Wanhe Securities
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China
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Banking
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1 - 100 Employee
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Internet Finance Intern
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May 2018 - Jul 2018
-Investigated the user access rate of the company?s trading platform; assisted in defining a threshold under which the client will be defined as under use or abandoned-Developed a Python analytical programme which scrapes data from web, and contains analytical functions which: -Crawls information with Scrapy and Xpath, and stores data to MongoDB database -Visualizes indicators and graph models as required by the keyword provided by the user
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PwC
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Professional Services
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700 & Above Employee
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Assurance Intern
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Jan 2018 - Feb 2018
-Conducted Spreadsheet analysis and data processing to analyze the reliability and correctness of statements-Assessed the financial health of a listed land developing company, and a private restaurant franchise
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Education
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2020 - 2021
BPP Law School
Postgraduate Degree, Law -
2016 - 2019
The Hong Kong University of Science and Technology
Bachelor of Science - BS, Risk Management and Business Intelligence -
2010 - 2016
Diocesan Boys' School
International Baccalaureat, IB Diploma
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