Megan Lim

Equity Analyst at MFC Equity
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Location
Singapore, Singapore, SG

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Credentials

  • Chartered Financial Analyst (CFA) Level 1
    CFA Institute
    Mar, 2023
    - Sep, 2024
  • Anaplan Level 1 Model Builder
    Anaplan
    Oct, 2022
    - Sep, 2024
  • Anaplan Level 2 Model Builder
    Anaplan
    Oct, 2022
    - Sep, 2024
  • The Anaplan Way
    Anaplan
    Oct, 2022
    - Sep, 2024
  • Google Data Analytics Professional Certificate
    Coursera | Google
    Sep, 2022
    - Sep, 2024
  • Google Finance Data Analyst Professional Certificate
    Coursera | Google
    Sep, 2022
    - Sep, 2024
  • Programming for Everybody (Getting Started with Python)
    University of Michigan | Coursera
    Sep, 2022
    - Sep, 2024

Experience

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Equity Analyst
      • 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

    • Intern
      • 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

    • Singapore
    • Food and Beverage Services
    • 1 - 100 Employee
    • Part-time service staff
      • 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

    • Intern
      • Jan 2019 - Mar 2019

Education

  • University of Warwick
    Bachelor of Science - BS, Accounting and Finance
    2019 - 2022
  • Raffles Institution
    H2 Economics- A, H2 Mathematics- A, H2 Chemistry- A, H2 Biology-A
    2017 - 2018
  • Raffles Girls'​ School
    2013 - 2016

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