Marcus Ong, CFA
Director, Institutional Business at First Sentier Investors- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
-
Module 3 - Rules and Regulations for Fund Management
Institute of Banking & Finance SingaporeDec, 2014- Nov, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteNov, 2014- Nov, 2024 -
Module 5, 8 and 9
Singapore College of InsuranceAug, 2007- Nov, 2024 -
Certified Tennis Coach
US Professional Tennis Registry -PTR
Experience
-
First Sentier Investors
-
Australia
-
Investment Management
-
400 - 500 Employee
-
Director, Institutional Business
-
Apr 2022 - Present
Leading First Sentier Investors' Institutional business initiatives in Southeast Asia. Leading First Sentier Investors' Institutional business initiatives in Southeast Asia.
-
-
-
Franklin Templeton
-
United States
-
Financial Services
-
700 & Above Employee
-
Co-Head, Institutional Business SEA
-
Jul 2016 - Apr 2022
In this role I led institutional business and relationship management for Franklin Templeton, in the Southeast Asia, ex Malaysia region. In this role I led institutional business and relationship management for Franklin Templeton, in the Southeast Asia, ex Malaysia region.
-
-
-
Urban Redevelopment Authority of Singapore (URA)
-
Singapore
-
Government Administration
-
700 & Above Employee
-
Executive Investment Manager
-
Jun 2013 - Jun 2016
- Due Diligence on fund managers and strategies - Conducting in-depth meetings with fund/strategy management teams across equity, fixed income and other alternative strategies and asset classes - Using quantitative and qualitative factors to select fund managers/strategies - Presenting and reporting of due diligence activities,manager selection recommendations and fund performance to Investment Committee - Researching on investment topics/ideas and presenting ideas through white-paper styled pieces - Keeping abreast of markets, developments in asset classes and investment strategies - Supporting of back office and administrative functions - Executing of manager onboarding and other implementation activities Show less
-
-
-
CPF Board
-
Government Administration
-
700 & Above Employee
-
Manager
-
May 2011 - Jun 2013
-
-
-
Income Insurance Limited
-
Singapore
-
Insurance
-
700 & Above Employee
-
Financial Associate
-
Dec 2008 - Apr 2011
-
-
Education
-
National University of Singapore / NUS
BS Hons, Economics -
Nanyang Junior College