Executive Director | Fund Management

• Sep 2022 - Present

Portfolio Manager

• Apr 2019 - Sep 2022

Fund Manager

• Aug 2016 - Sep 2017

Currently managing a retail unit trust fund with total fund size of more than RM15 billion comprising of domestic equities and fixed income securities. Involved with the formulation and implementation of investment strategies aimed at enhancing portfolio returns, achieve profit targets and outperform stipulated benchmark. This is done via diligent portfolio construction process which involves decision on allocation of assets, sectors preference and stock selections, followed by continuous monitoring, constant assessment and periodical review of the portfolio based on underlying market conditions. Show less

Lead Analyst, Global Equity

• Mar 2015 - Jul 2016

Manage a team of four analysts that identify, evaluate and make timely investment recommendations on domestic and global companies within the Automotives, Media and Retail industries. • Formulate, form and deliver periodical market view and strategy on the sector within specific regions and make appropriate sector recommendations relative to market performance (top down approach). • Develop and maintain valuation models for companies within PNB’s universe of approved stocks to identify investment opportunities for the benefit of both proprietary and unit trust funds (bottom up approach).• Played a pivotal role in the stocks screening exercise for PNB’s international universe of stocks which will be based on Shariah-compliant benchmarks and involved extensive fine tuning based on fundamentally sound backtests and stress tests. • Carried out market and sector studies on frequent and ad-hoc basis to determine changes in trends, drivers and economic environment and its implication on sector performance which further facilitate investment decision making process. • Utilised technical expertise in Bloomberg and Microsoft Excel to develop templates for department’s reporting purposes, sector evaluation, corporate governance and currency monitor. Show less

Investment Analyst, Global Equity

• Mar 2012 - Feb 2015

Equity analyst covering Global Consumer Discretionary sector within the Global Industry Classification Standard (GICS) system. Serving internal clients of fund managers based in Kuala Lumpur as well as those in PNB’s global offices, namely Singapore Unit Trusts Ltd, PNB Japan Asset Management and PNB (UK) Ltd which represent a total asset under management of more than RM2 billion (USD460 million) for PNB International portfolio. • Equity research on global Consumer Discretionary sector, consisting of more than 100 companies within the universe of investable stocks.• Performed internal performance attribution analysis at the securities level for international equities portfolio on an ongoing basis.• Carried out financial risk analysis on the internal funds, which involves risk monitoring using methods such as Value at Risk, Conditional Value at Risk, Stress Tests, risk (standard deviation) decomposition and liquidity risk assessment on the portfolio holdings.• Carried out and applied quantitative analysis and ad-hoc studies related to portfolio strategy. These included (i) fund studies on strategy and style based on portfolio holdings (ii) shariah studies which consists of analysing the updated rulings from SC and involved in Shariah benchmark selection, (iii) universe studies by simulated hypothetical Shariah benchmark and the impact on portfolio return, (iv) identified behavioral biases in portfolio management and analysis, (v) event studies via backtesting the historical return of index and companies on pre and post-event as well as (vi) factor backtests on portfolio based on factors such as value, growth and momentum. Show less

Investment Analyst, Global Equity

• Jul 2014 - Oct 2014

Three-months work attachment with PNB’s global office in London, United Kingdom. PNB (UK) Ltd manages proprietary funds of PNB that emphasise on North American and Developed European long only equities. • Attended numerous company briefings and conferences within Europe to further enhance understanding of the market dynamics and obtain primary information in building in-depth knowledge of the related countries, sector and individual companies. • Arranged to have teach-in sessions with Nomura and Macquarie to better grasp the underlying key drivers and suitable valuation methodologies specific to European Consumer Discretionary sector. • Carried out additional tasks specific to PNB (UK) Ltd. which include quantitative study and Shariah simulation of the fund, as well as performed periodical risk and attribution analysis analysis at the securities level for international equities portfolio of PNB (UK) Ltd. • Examined the economic and market impact of the Scottish referendum, specifically assessed the downside exposure and portfolio implications to PNB (UK) Fund. Show less

Vacation Trainee

• Dec 2010 - Feb 2011

Involved specifically in IT advisory services, which includes program/project management, technology and process. Involved specifically in IT advisory services, which includes program/project management, technology and process.