Portfolio and Research Analyst

• Oct 2021 - Present

Prepare macro economic research, update economic indicators providing recommendations to investment strategy committee with respect to economic cycles, geographic and sector allocations Run analytic reports and modelling on Bloomberg, Factset and other analytic data systems Liaise with fund administrators to verify BIAS mutual fund weekly Navs Prepare weekly performance attribution for all discretionary portfolios advising portfolio managers as where attribution was enhanced or undermined the performance Document and communicate with BIAS high net worth client and assist portfolio manager to advise the client Show less

Portfolio Analyst

• Jun 2020 - Sep 2021

Provide portfolio advisory services to the clients ,preparing Investment policy statements, risk and return capacity , short term trading opportunities.

Senior Equity Research Analyst

• Oct 2019 - Jun 2020

Supervise team for analysing the company financial statements and understand key fundamental of companies to make absolute valaution of stocks. Provide buy/sell recommendations to portfolio management team explaining the reason based on company fundamentals. Prepare financial models and feasibility study report for private investment company and business.

Equity Research Associate

• Jun 2018 - Oct 2019

Prepare financial models of companies and analyse the key fundamental of the company to perform equity valaution of company. Perform absolute and relative valaution of company. Prepare reports after detailed analysis of company financial reports , news , economic impacts and other external environment afftecti g value of company.

Trainee Assistant

• Mar 2018 - Jun 2018

Recruiter

• Jan 2018 - Mar 2018

Intern

• Jun 2017 - Aug 2017