Marcus Ong, CFA

Director, Institutional Business at First Sentier Investors
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Credentials

  • Module 3 - Rules and Regulations for Fund Management
    Institute of Banking & Finance Singapore
    Dec, 2014
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Nov, 2014
    - Nov, 2024
  • Module 5, 8 and 9
    Singapore College of Insurance
    Aug, 2007
    - Nov, 2024
  • Certified Tennis Coach
    US Professional Tennis Registry -PTR

Experience

    • 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.

    • 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.

    • 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

    • Government Administration
    • 700 & Above Employee
    • Manager
      • May 2011 - Jun 2013

    • Singapore
    • Insurance
    • 700 & Above Employee
    • Financial Associate
      • Dec 2008 - Apr 2011

Education

  • National University of Singapore / NUS
    BS Hons, Economics
    2007 - 2011
  • Nanyang Junior College

Community

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