Experience

IMD

• Switzerland
• Education Administration Programs
• 700 & Above Employee

• Research Associate in R&D Team

  • Apr 2017 - Present

  • Collaborated with professors in various disciplines (primarily leadership, innovation, strategy, social innovation) to research and write both primary and secondary case studies and teaching notes about companies and start-ups in various fields and geographies. In 2022, a case I co-authored on Angaza with Professor Vanina Farber was a serial case winner, winning both the Outstanding Case Writer prize in the Case Centre Awards and Competitions 2022 and 2021 EFMD Case Writing Competition African Business Cases Category. • Experience working with multimedia case formats, including video cases and eCases. • Co-creator and product owner of Global Signals, a proprietary pedagogical tool (web platform + physical cards) designed to facilitate familiarity and discussion of global trends and weak signals. Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Junior Relationship Manager, Greater China Team, Private Banking

  • Jul 2014 - May 2016

  <> • Strived for best-in-class customer service by providing customized and timely investment solutions across a broad range of asset classes and markets for ultrahigh net-worth clients from the Greater China region. Frequently interacted with clients to understand their financial needs and goals. • Built and leveraged network of internal specialists in real estate, trading, portfolio management, trusts, etc, to provide and execute comprehensive investment solutions and to answer any client inquiries. • Collaborate with in-house marketing and events team to plan and execute customized international client trips. • Hands-on experience with accounts openings, formalities, prospect and client background research (KYC) Show less



Wellington Management

• United States
• Investment Management
• 700 & Above Employee

• Research Associate

  • Jul 2010 - Aug 2012

  • Member of cross-regional five-person stocks portfolio team investing globally in publically-listed SMEs. Actively proposed stock buy/sell recommendations to Portfolio Manager based on conclusions from in-depth fundamental research. Focused primarily on Japanese and Korean markets. Sectors include, but not limited to, Japanese gaming companies, Korean auto-parts, and Japanese real estate. • Identified investment opportunities through frequent interviews with management, channel checks, and discussions with industry specialists. Knowledgeable in competitive analysis, financial modeling, and financial and market forecasting. Show less



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Associate Analyst

  • Dec 2007 - Jul 2010

  <> • Evaluated key structural themes and industry trends to identify strategic investment opportunities. Authored findings in publications including monthlies on Japan and China and periodic thematic reports on topics such as green technology, food, and demographics. • Contribution enabled two-person team to advance from #12 in 2009 to #3 in 2010 in the Greenwich US Survey, a key third-party equity research industry benchmark survey. • Built and maintained comprehensive databases of macro, financial, and industry data. Proficient in Excel. <> Special project: cross-country investor tour building off Japan and China monthly publications • Co-led a five person multinational cross-functional team to initiate and execute an investor trip to visit Japanese retail and consumer product companies' operations in China. • Liaised and negotiated with Japanese companies for site visits and meetings with local management. Show less



Sanyo

• Appliances, Electrical, and Electronics Manufacturing
• 100 - 200 Employee

• Marketing Associate at Advanced Design Center

  • Jul 2005 - Jul 2007

  <> • Facilitated consumer segmentation analysis and customer need identification for new corporate brand strategy. • Brainstormed and developed concept designs of products such as solar, camera, and navigation devices. • Executed competitive analysis and market sizing of foreign and Japanese markets to determine business opportunities. • Trend spotted interior goods and household appliances market and updated in-house designers on developments. <> • Facilitated consumer segmentation analysis and customer need identification for new corporate brand strategy. • Brainstormed and developed concept designs of products such as solar, camera, and navigation devices. • Executed competitive analysis and market sizing of foreign and Japanese markets to determine business opportunities. • Trend spotted interior goods and household appliances market and updated in-house designers on developments.