Megan Lim
Equity Analyst at MFC Equity- Claim this Profile
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Topline Score
Bio
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Credentials
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Chartered Financial Analyst (CFA) Level 1
CFA InstituteMar, 2023- Sep, 2024 -
Anaplan Level 1 Model Builder
AnaplanOct, 2022- Sep, 2024 -
Anaplan Level 2 Model Builder
AnaplanOct, 2022- Sep, 2024 -
The Anaplan Way
AnaplanOct, 2022- Sep, 2024 -
Google Data Analytics Professional Certificate
Coursera | GoogleSep, 2022- Sep, 2024 -
Google Finance Data Analyst Professional Certificate
Coursera | GoogleSep, 2022- Sep, 2024 -
Programming for Everybody (Getting Started with Python)
University of Michigan | CourseraSep, 2022- Sep, 2024
Experience
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MFC Equity
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United Kingdom
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Investment Management
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1 - 100 Employee
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Equity Analyst
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Sep 2020 - Present
Responsibilities: Researching, writing and presenting investment reports Participating in market discussions Takeaways: Gained deeper commercial awareness and improved analytical skills (eg. DCF models on Microsoft Excel, using tools like Porter's 5 Forces & Risk-matrix analysis) through market research, data gathering & writing investment reports Improved communication skills from conducting presentations on equities & discussions on market topics Responsibilities: Researching, writing and presenting investment reports Participating in market discussions Takeaways: Gained deeper commercial awareness and improved analytical skills (eg. DCF models on Microsoft Excel, using tools like Porter's 5 Forces & Risk-matrix analysis) through market research, data gathering & writing investment reports Improved communication skills from conducting presentations on equities & discussions on market topics
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Intern
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Jul 2020 - Sep 2020
Responsibilities: Financial statement analysis to determine healthy markup margins, Admin work (answering phone calls and responding to emails), Stock taking using Microsoft Excel. Accounts (basic operating of the MYOB Accounting software). Helping at various stages throughout the complete business cycle, from the purchase of goods to invoicing customers. Takeaways: Improved financial knowledge through analysing financial reports and determining mark-up prices to maintain a healthy profit margin. Improved stakeholder management skills through liaising with clients and suppliers Improved commercial awareness about the industry & how businesses operate Show less
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Cedele
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Singapore
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Food and Beverage Services
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1 - 100 Employee
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Part-time service staff
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Jun 2019 - Sep 2019
Responsibilities: Operating the cashiering machine, taking orders, serving customers, answering phone calls and helping with the preparation of food and drink. Takeaways: Learnt to cooperate with other service staff in fast-paced environment, improved ability to work in a team especially under time constraints Utilised interpersonal skills to communicate effectively with staff & customers from all walks of life Improved problem-solving & conflict resolution skills when dealing with dissatisfied customers Show less
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Intern
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Jan 2019 - Mar 2019
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Education
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University of Warwick
Bachelor of Science - BS, Accounting and Finance -
Raffles Institution
H2 Economics- A, H2 Mathematics- A, H2 Chemistry- A, H2 Biology-A -
Raffles Girls' School