Experience

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  Access Ventures LLC

  • Hong Kong

  • Portfolio Manager

    • Aug 2019 - Present
    • Hong Kong

    ▪ Manage and analyze financial and KPI data of portfolio companies across two funds and provide analysis/insights▪ Provide financial advice and budget planning analysis for portfolio companies▪ Startup due diligence and deal pipeline management▪ Research investing landscape, develop investment theses, build pitch decks▪ Financial projections and valuations

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  Carret Private

  • Hong Kong

  • Equity Research Associate

    • May 2018 - May 2019
    • Hong Kong

    ▪ Equity analyst for a long/short equity fund operated by asset management firm Carret Private Capital (+1bn AUM), specialized in consumer discretionary and TMT with a long-time horizon, GARP approach▪ Read annual reports, earnings releases, industry publications, news articles, call transcripts, sell-side reports, and forecasted financials▪ Built financial models (financial & operational projections, 3 statement models, DCFs, comparative valuation, scenario/sensitivity analysis)

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  QL Asset Management

  • Hong Kong SAR

  • Equity Research Associate

    • Jun 2015 - Apr 2018
    • Hong Kong SAR

    ▪ Equity analyst for a long/short equity fund operated by asset management firm, specialized in consumer discretionary and TMT with a long-time horizon, GARP approach▪ Read annual reports, earnings releases, industry publications, news articles, call transcripts, sell-side reports, and forecasted financials▪ Built financial models (financial & operational projections, 3 statement models, DCFs, comparative valuation, scenario/sensitivity analysis)

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  The Standard

  • Features Editor

    • Oct 2014 - May 2015

    ▪ Researched and crafted themes and topics for each weekly publication issue ▪ Led and managed team of four reporters, assigned weekly topic to cover, guided and edited their stories

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  Media Plus Publishing

  • Assistant Editor

    • Oct 2012 - Mar 2014

    ▪ Researched and developed topics for each issue, wrote 3-4 articles per week▪ Interviewed a wide range of professionals in the medical and health industry for articles

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  Knight Capital Group

  • Hong Kong

  • Associate Trader

    • Feb 2011 - Aug 2011
    • Hong Kong

    ▪ Executed and monitored trades in all Asia-Pac markets on behalf of hedge fund and mutual fund clients, provided market research commentary for clients▪ Obtained HK license to trade and advise in financial securities (Paper 1 Exam)