Stanley Teo

Investment Analyst at TWO Family Office Pte Ltd
  • Claim this Profile
Contact Information
Location
Singapore, SG
Languages
  • English Professional working proficiency
  • Chinese Professional working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Ting Wei Low

I had the pleasure of working closely with Stanley for over a year, collaborating closely in building up the company's equity portfolio. During this period, I especially valued his critical thinking skills as well as his strong entrepreneurial spirit, which truly contributed many fresh perspectives and led to fruitful and enjoyable discussions. I will especially miss his generosity in treating the team to a nice cup of coffee! With a strong penchant for collaboration, I can say with absolute certainty that Stanley would make a fine addition to any team.

William Lim

It’s rare that you come across standout talent like Stanley. I had the pleasure of working with Stanley during his time with Prudential and as well as volunteering together in St. John Singapore. For St John, his dedication in imparting his knowledge in leadership and First Aid to his junior is commendable. I was always in awe of Stanley's ability to create ideas and translating it into reality. In Prudential, he is exceptionally talented in grasping concepts and his knowledge in investing gave him an edge over the rest. He often give his client a balance view and options instead of hard selling. He hold strongly the belief to be ethical in his work and stay true till this day. I have Totally enjoyed working with him in both professional and volunteering. Stanley will be an asset to any company and any employer would be lucky to have him as a team member or management staff.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Accounting Fundamentals
    Corporate Finance Institute® (CFI)
    Jan, 2022
    - Oct, 2024
  • Fundamentals of Quantitative Modeling
    Coursera
    Dec, 2018
    - Oct, 2024
  • Health Insurance
    Singapore College Of Insurance
    May, 2016
    - Oct, 2024
  • M9 and M9a Life Insurance and Investment Linked Policies
    Singapore College Of Insurance
    May, 2016
    - Oct, 2024
  • M5 Rules and Regulations for Financial Advisory Services
    Singapore College Of Insurance
    Mar, 2016
    - Oct, 2024

Experience

    • Investment Analyst
      • Sep 2020 - Present

      Set up a new single family office(13X) with key focus on operational aspects of the fund. Manage over USD 500 Mil AUM with exposures to equities, derivatives, bonds, private equity and real estate. Reports directly to family office founder. PORTFOLIO and RISK MANAGEMENT • Collaborated with investment team to develop and implement strategic investment mandate. • Adjust asset allocation by conducting research and analyzing market trends. • Prepared investment analysis and valuation to support investment thesis and reduce risk. • Provided regular fund performance updates and investment strategies to founder. PRIVATE EQUITY INVESTMENT • Conducted due diligence on potential acquisition targets and analyzed their financial performance to identify growth opportunities focusing on Renewable Energy and IT sector. • Assisted in the negotiation of purchase agreements and financing arrangements for portfolio companies. • Generated detailed financial models and projections to support investment decisions and monitor portfolio performance. OPERATIONS AND PHILANTHROPIC ACTIVITIES • Responsible for treasury management and oversees cash management activities with banking partners. • Onboard and liaise with professional firms and external service providers. • Collaborated with philanthropic organization to develop a fundraising campaign. Facilitated regular meetings with non-profit partners to assess program impact and identify opportunities for growth and improvement. Show less

    • Co-Founder
      • Oct 2012 - Present

      Building up the branding as an online freelance florist, maintained minimal 60% annualised profit margin for the last 5 years. Develop business strategies implement marketing plans, and ensuring high-quality customer service. Created and maintaining a professional HTML website, logo and marketing materials for the company. Established friendly and lasting relationships with clients. Florasia (Fleur-Ray-Sheer) is registered under the ACRA as Florasia.sg; 53224142L. Online freelance business by passionate self-starters with more than seven years of experience in the wedding florist industry. We offer floral and plant gifting ideas for nearly all festivals and provide for your bridal needs. Our team @ Florasia take the utmost pride in our work and would love to spread your joy though gifting flowers to your loved ones. For every little moment, means something for someone! Our focus is on bridal car decoration and wedding setups on an appointment basis. We do also provide customized floral gifts for graduation and daily occasions. www.florasia.sg www.facebook.com/florasiasg #florasia @ florasiainstagram Carousell: @florasia.sg Show less

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Research and Trading Analyst
      • Dec 2017 - Aug 2020

      PORTFOLIO MANAGEMENT • Managed over USD 2 million AUM and achieved +25% IRR over 12 months. • Constructed, analyzed and monitored long-only portfolios to improve the portfolio construction process. • Preparing valuation reports and investment reviews on portfolios. Wrote economic synopses on various industries and forecasted economic changes in India. • Trained 4 new analysts and 1 intern TRADING • Responsible for managing risk and preparing execution of high-frequency trading strategies daily. • Comprehensive knowledge of various NDF contracts. And effectively designed an innovative process for daily bookkeeping. • Build relationships with various liquidity providers to trade, troubleshoot and explore opportunities. OPERATIONS • Direct assistant to the operation director to support business administration and compliance requirements. • Prepared company annual reports, onboarding, AML and KYC documentation for submission to key stakeholders. • Received and processed invoices, expense reports, and timesheets for the company. Show less

    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Mar 2017 - Aug 2017

      Passed all CMFAS exams in one attempt. Applied product, industry, and market knowledge to make coverage recommendations. Ensured that customer service needs were addressed in an effective and efficient manner. Studied financial documents to identify potential areas needing improvement. Consistently met agency expectations for production levels and accuracy. Passed all CMFAS exams in one attempt. Applied product, industry, and market knowledge to make coverage recommendations. Ensured that customer service needs were addressed in an effective and efficient manner. Studied financial documents to identify potential areas needing improvement. Consistently met agency expectations for production levels and accuracy.

    • Singapore
    • Technology, Information and Internet
    • 100 - 200 Employee
    • Senior shopper and Delivery Bee
      • Jun 2015 - Oct 2016

      Picking, packing and sending of groceries to customers Coordinating and dispatching of customer's orders to shoppers and drivers Training of junior shoppers how to pick the freshest products, looking out for expiration dates, suggesting the most suitable substitutes and proper customer service Picking, packing and sending of groceries to customers Coordinating and dispatching of customer's orders to shoppers and drivers Training of junior shoppers how to pick the freshest products, looking out for expiration dates, suggesting the most suitable substitutes and proper customer service

    • IT Intern
      • Mar 2011 - Aug 2011

      Involve in development of corporate logo, website and namecard Created graphic design for marketing materials - including EDMs magazine article, posters and pull up banners. Supporting in-house IT technical troubleshooting Involve in development of corporate logo, website and namecard Created graphic design for marketing materials - including EDMs magazine article, posters and pull up banners. Supporting in-house IT technical troubleshooting

    • Senior Crew
      • Nov 2008 - Apr 2009

      Manages cafe inventory and liaising with suppliers. Preparation and serving of food and/or beverages to patrons. Recommend and introduce patron with board games Receiving payment and daily accounting of sales Manages cafe inventory and liaising with suppliers. Preparation and serving of food and/or beverages to patrons. Recommend and introduce patron with board games Receiving payment and daily accounting of sales

Education

  • RMIT University
    Bachelor’s Degree, Economics and Finance
    2015 - 2016
  • Temasek Polytechnic
    Diploma, Business Information Technology
    2009 - 2012

Community

You need to have a working account to view this content. Click here to join now