Senior Research Analyst, ICI Global

• Mar 2023 - Present

Senior Research Analyst, ICI Global

• Oct 2020 - Mar 2023

Research Analyst, ICI Global

• Jan 2020 - Oct 2020

ICI Global carries out the international work of the Investment Company Institute, the leading association representing regulated investment funds. ICI’s membership includes mutual funds, ETFs, closed-end funds, and unit investment trusts in the United States, and UCITS and similar funds offered to investors in Europe, Asia and other jurisdictions. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. ICI Global has offices in Brussels, London, Hong Kong, and Washington, DC.As a research analyst, I cover APAC policy issues that affect the fund industry, as well as ESG policy issues across the globe. Show less

Researcher

• Feb 2018 - Dec 2019

- Design, develop and oversee a new online research platform on fund selection in Asia, which covers 80% of the top 20 private banks in Asia in terms of AUM, and has been subscribed by at least 5 key asset management companies - Produce market sentiment analysis studies every quarter which covers timely changes in market trends, portfolio allocations and product preferences - Responsible for the research report “The Role of Singapore as an Offshore Wealth Hub” - Conduct face-to-face research meetings with C-level executives of private banks across Hong Kong and Singapore - Design questionnaires and collect data from product gatekeepers, investment specialists and relationship managers - Maintain good relationship with fund gatekeepers and discretionary gatekeepers of private banks in Asia Show less

Associate

• Jul 2016 - Feb 2018

Win Harvest Asset Management is an independent asset management firm that provides professional Multi-Family Office services, including investment management and family wealth planning, to Asian Ultra High Net Worth families. I was a Licensed Representative: Type 4 - Advice on Securities; Type 9 - Asset Management. Major responsibilities included: - On-boarding and maintaining Wealth and Asset Management Software for facilitating client portfolio management - Supporting Relationship Managers on client and prospect-related duties, including assisting in ad-hoc client request, preparation of client reports, and liaise with third party service providers with regards to succession plans - Conducting research and preparing presentation materials on investment ideas - Renewing and review of the compliance manual - Supporting event preparation and coordination Show less

Part-Time Administrative Assistant

• Feb 2015 - May 2016

Worked under Purchasing Department, mainly responsible for updating and maintaining contract database, communicating and liaising with staff of different departments and locations, and supporting any ad hoc purchasing assignments Worked under Purchasing Department, mainly responsible for updating and maintaining contract database, communicating and liaising with staff of different departments and locations, and supporting any ad hoc purchasing assignments

Internship

• Jun 2015 - Jul 2015

Worked under Sales, Business Development and Client Services Department, responsible for prospect research, maintaining and updating client database and consultant database, weekly newsletter distribution, assisting in preparation for client meeting and business trip planning Worked under Sales, Business Development and Client Services Department, responsible for prospect research, maintaining and updating client database and consultant database, weekly newsletter distribution, assisting in preparation for client meeting and business trip planning

Summer Internship Trainee

• Dec 2014 - Mar 2015

Enhance business networking and interpersonal skills Firm Visits in Mainland China BNP Fund House Visit Client Financial Planning Project Job Interview Skill Training Enhance business networking and interpersonal skills Firm Visits in Mainland China BNP Fund House Visit Client Financial Planning Project Job Interview Skill Training