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Stephy Shen is a seasoned finance professional with 10+ years of experience in asset management, financial services, and auditing. She holds an ACCA qualification and is fluent in Cantonese, English, and Mandarin. Stephy has worked with top firms such as Anchor Equity Partners, Pricewaterhousecoopers, and KPMG China, providing financial management, internal control, and auditing services. Stephy has also gained experience in market research, competitor analysis, and strategic industry analysis. She has completed exchange programs at the University of Leeds and Hong Kong Polytechnic University, and has been a student ambassador and member of various clubs and societies. Currently, Stephy is an Assistant Fund Manager at Anchor Equity Partners, where she has been working since April 2023.

Credentials

  • ACCA Qualification
    ACCA
    Sep, 2018
    - Apr, 2026

Experience

    • Assistant Fund Manager
      • Apr 2023 - Present
      • Hong Kong SAR

    • Assurance Senior Associate (Financial Services - Asset & Wealth Management)
      • Oct 2019 - Apr 2023
      • Hong Kong

      Specialized in Asset & Wealth Management Sector (i.e. Private Equity Fund, SFC Licensed Corporation).

  • KPMG China
    • Hong Kong
    • Finance Intern
      • Jul 2018 - Aug 2018
      • Hong Kong

      Financial Internal Control, BMS & SAP System Maintenance, Budget/Forecast Analysis & Final Analytical Review

    • Audit Intern
      • May 2018 - Jul 2018
      • Hong Kong

      IPO audit (Industrial Group)

  • China Merchants Bank
    • Shanghai City, China
    • Summer Analyst, Corporate Finance
      • Jun 2016 - Jul 2016
      • Shanghai City, China

      Strategic Industry/Competitor Analysis, Market Research

    • Project Intern, Business & Sales
      • May 2016 - Jun 2016
      • Shanghai City, China

      White Paper Drafting (Credit Card Industry), Market Research (Macroeconomics-focused), Customer Survey

Education

  • 2015 - 2019
    香港理工大學
    Bachelor of Business Administration (BBA), Accoutancy
  • 2017 - 2017
    University of Leeds
    Business Administration and Management, General

Suggested Services

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Industry Focus. “Financial Services”

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