Senior Associate, Operations

• Mar 2022 - Present

Golden Equator is a Multi Family Office serving HNW and accredited clients, providing wealth management services and fund offerings focusing on venture capital investments. Golden Equator is a Multi Family Office serving HNW and accredited clients, providing wealth management services and fund offerings focusing on venture capital investments.

Assistant Relationship Manager

• Sep 2020 - Mar 2022

JIA Asia Asset Management is an external asset management company providing investment management services and wealth management solutions for accredited and high net worth clients within the Asian Markets. Strategies focuses on equities, options, structured products and alternatives. JIA Asia Asset Management is an external asset management company providing investment management services and wealth management solutions for accredited and high net worth clients within the Asian Markets. Strategies focuses on equities, options, structured products and alternatives.

Client Services Executive

• May 2019 - Aug 2020

Conduit Asset Management is an external asset management company providing holistic wealth management services and investment solutions for accredited and high net worth clients. Responsibilities: - Support Senior Relationship Manager with account management and to provide effective business solutions for clients - Perform best execution trading for client portfolios, and rebalancing trades to implement discretionary mandates according to asset allocation framework - Optimize cash management via money market and swap instruments. - Engage clients on portfolio and investment related queries. - Facilitate client onboarding and periodic KYC - Support onboarding and management of counterparty relationships (Bank / Brokers / Bullion Specialists etc.) Asset classes engaged includes: Equity, Bonds, Mutual Funds, FX, Derivatives, Structured Notes & Private Equity Funds. Show less

Analyst

• Aug 2015 - Apr 2019

Helvetic Investments is an Independent Asset Management firm serving accredited and high net worth clients on advisory and discretionary investment mandates. Responsibilities: - Trading of stocks, bonds, FX, mutual funds, derivatives and executing portfolio re-balancing - Daily portfolio monitoring for effective cash management - Produce customized client proposals, reports, performance reviews and commentaries - Support investment research and portfolio recommendations across asset classes with a main focus on mutual funds. - Facilitate new client onboarding and periodic KYC reviews Show less

Intern - Business Support Services & Finance

• Jun 2010 - May 2011