Minneapolis, Minnesota, United States
Finance and Trading Experience: - Asset Liquidity Management - Interest Rates Forecasting (Malaysia, United States) - Forex Trading Strategies - FX Market Research: Fundamental and Technical Analysis Corporate Banking and Sales: - Regional Roadshows - Customer Engagement - Sales Strategy Development Event Management and Leadership: - Budget Planning and Management - Team Supervision - Achieved 150% Revenue Increase - Strategic Event Planning Language: Chinese, Malay, Cantonese, Japanese Tools: Microsoft Excel, Word, PowerPoint, Visio, Project, Access, Python
Graded assignments and provided detailed feedback to students. Met with students to help them prepare for morning meetings and presentations. Held office hours to review DCF models and revenue build with students.
TMT Hardware Team
Tracked pitch recommendations from each team during weekly meetings, ensuring accurate capture of buy/sell points (bps) and facilitating execution for the portfolio. Executed trades through Bloomberg terminal, coordinating with brokers partnered with the CFE to ensure seamless transaction processing. Collaborated with custodians to confirm timely trade settlement and affirmation, resolving discrepancies and ensuring accurate post-trade processes for compliance and portfolio integrity.
Collaborated with managing directors and peers to manage an equity portfolio of $35M, conducting financial analysis, modeling, and stock selection to maximize returns, while maintaining risk-adjusted performance aligned with the market conditions. Conducted in-depth equity research and financial analysis on the TMT hardware sector through Bloomberg and S&P Capital IQ, contributing actionable investment recommendations based on valuation metrics, and competitive positioning. Performed company research, including ESG analysis, to evaluate potential investments for the portfolio, ensuring alignment with the R2500G benchmark through financial performance, sustainability practices, and growth potential.
● Rotational program within the Asset Liquidity Management, Rates, Forex Trading, Structuring and Sales departments. ● Assisted in preparing FX market research reports using fundamental and technical analysis to support trading decisions. ● Designed several financial models with Microsoft Excel using market data to project potential outcomes of the Interest Rates in Malaysia and the United States
Rotational intern program within Corporate Banking, Forex Trading and Sales departments.