Kristen Yong, CFA

Director at CFA Society New Zealand
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Contact Information
us****@****om
(386) 825-5501
Location
Auckland, Auckland, New Zealand, NZ
Languages
  • English Native or bilingual proficiency
  • Cantonese Limited working proficiency
  • Malay Full professional proficiency

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Bio

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Experience

    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Jan 2022 - Present

    • New Zealand
    • Financial Services
    • 100 - 200 Employee
    • Investment Performance and Risk Manager
      • Apr 2017 - Present

    • Investment Performance and Risk Analyst
      • Aug 2015 - Mar 2017

    • Associate
      • Dec 2011 - Aug 2015

      Redward Associates Limited is a financial consultancy firm that specialises in providing foreign currency and economics research, with a particular focus on Australasia, to wholesale clients.My main responsibility in this role is the creation and maintenance of econometric models that relate to the fundamental and technical aspects of foreign currency movements. In addition to that, I undertake some of the writing for our publications and conduct analysis into tailored requests from our clients. I also directly oversee the management of the firm, in terms of portfolio management, accounts and contracting matters.

    • New Zealand
    • Higher Education
    • 700 & Above Employee
    • Graduate Teaching Assistant
      • Feb 2011 - Nov 2011

    • Intern
      • Dec 2009 - Feb 2010

      My key roles were to process applications submitted by share investment units nationwide, perform account and credit checks, create new trading and banking accounts, and verify individual clients’ portfolio value against the market value. My key roles were to process applications submitted by share investment units nationwide, perform account and credit checks, create new trading and banking accounts, and verify individual clients’ portfolio value against the market value.

Education

  • University of Auckland
    Bachelor of Commerce (Hons), Finance
    2011 - 2011
  • University of Auckland
    Bachelor of Commerce (BCom), Accounting and Finance
    2008 - 2010
  • Botany Downs Secondary College
    NCEA Level 2 Certificate endorsed with Excellence
    2007 - 2007

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