WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Generalist in the investment industry with experience in back office (data processing and fund accounting) as well as front office (equity and credit research). Finisher of a full marathon in 2014 and the Powerman duathlon in 2016.
Perform credit analysis on fixed income securities (rated corporate bonds) in Malaysia Monitor and assess developments relating to bond issuers
Prepared internal ratings and conducted credit review on commercial banking borrowers. Evaluated overall credit worthiness of borrowers and the ability to meet credit obligations periodically, and alert management for any adverse conditions and news. Submitted an average of 13 credit reports per month with no overdue records. Passed probation three months in advance.
Conducted credit analysis for bond issuers. Prepared rating reports and present to internal and external rating committee. Covered energy sector, project financing and asset backed securities.
Buy-side equity analyst reported to the Chief Investment Officer and fund managers directly. Conducted company visits on invested companies as well as to uncover other potential investment targets. Updated financial models of companies under coverage and produced internal research reports regularly. Compiled and updated macroeconomics data extracted from Bloomberg. Assisted in preparation of presentation slides for marketing events. Coverage: Construction, small-caps, IPOs Initiated coverage on InNature, Chin Well Holdings, YTL Hospitality REIT, KLCC Property Holdings, UWC, Techbond Group and Mega First Corp.
Reported daily and monthly Net Asset Valuation (NAV) for 36 funds with asset under administration of more than RM8 billion. Worked closely with fund managers, trustees, custodian banks, corporate actions and pricing team to ensure subscriptions and redemptions of units, cash and securities positions, corporate actions and market values of financial assets are accurately accounted for, reconciled, and incorporated in NAV reporting under tight deadlines. Collaborated extensively with auditors during year-end audit processes. Trained and supported 2 new fund accountants. Assisted in system enhancement and UAT. Maintained client relationship via telephone and email communication on a regular basis. Received Deutsche Bank's Recognition Award in 2018.