Singapore
Commercial real estate investment and asset monitoring in China • Formulated real estate acquisition strategy, conducted macroeconomic and market research for China, and accurately analyzed market performance. • Conducted cash flow modelling and due diligence/discussions with financial advisory firms, structured real estate deal, identified and visited suitable investment commercial properties in Shanghai. Successfully executed real estate investment deal. • Monitored the performance of the invested property (Annual capital appreciation of property investment: 15%). Private equity investment in a company in Singapore’s construction industry which ranks 7 out of the top 50 small & medium enterprises. 2015 turnover: SGD 43mn, net profit: SGD 2.6mn. • Interviewed the management on the financial, structural, operational and developmental aspects of a private equity investment in establishing a local manufacturing subsidiary. • Reviewed the company headquarters’ and each subsidiary’s monthly project updates, financial statements and bank facilities to ensure that the headquarters’ and each subsidiary’s performance was in line with management’s guidance. • Conducted visits to the company’s subsidiaries to meet with management to obtain business updates and outlooks, related these updates and outlooks to the construction industry of the country in which each subsidiary operates, to counter-check each management’s views.
Marketing, relationship management and sale of residential and commercial land plots to develop a 30sqkm land area in Tianjin, China into an eco-city, the second joint venture development between Singapore's and China's Governments • On behalf of the master developer of Tianjin Eco-City, sourced for, performed due diligence on and maintained good relationships with prospective buyers and partners for co-developing the company’s land plots into residential, retail and hospitality developments. Successfully built up a list of potential buyers/partners from scratch despite unfavorable industry conditions by establishing relationships with the top 21, 5, 1, 12, 6 and 1 real estate companies in China, South Korea, Thailand, Singapore, Malaysia and Indonesia respectively. • Prepared and pitched presentations to potential investors in English and Chinese, efficiently handled investors’ queries. • Assisted in preparing for deal negotiations, memorandum of understanding and approval papers for the company’s Finance & Investment Committee and Board of Directors in English and Chinese. Total value of deals involved to date: USD 142mn. Management of real estate developments • Managed the relationship between shareholders/investors in a cross-border joint venture residential and commercial real estate development to move the project forward despite an industry slump. • Prepared detail monthly updates of 6 real estate developments for English-reading management and shareholders to obtain a clear understanding of the ground situation in Tianjin, China. Investment analysis of real estate developments • Studied the feasibility of real estate/township developments through assisting in the financial/cash flow modelling of real estate development projects, and discussing deal structures, product strategy, development strategy and financingoptions with property developers and Chinese government officials.
• Monitored macroeconomic indicators in China, Hong Kong and Singapore，developments in sectors in China (financials, property, energy & consumer), Hong Kong (financials, property, consumer & conglomerate) and Singapore (financials, property, industrials & telecommunication services), portfolios of China-Hong Kong and Singapore equities, and reviewed monthly portfolio performance reports • Analyzed and projected macroeconomic indicators in Taiwan, Indonesia and Malaysia to accurately provide country investment strategies for the Chief Investment Officer (CIO) • Conducted research on sectors in Taiwan (technology, financials, property, materials & telecommunication services), Indonesia (financials, property, energy & telecommunication services) and Malaysia (financials, property, industrials, telecommunication services & consumer), to make sector recommendations to the CIO • Conducted fundamental analysis on Taiwanese and Indonesian equities to pick stocks which provided high positive returns, for recommendation to the CIO, corporate and high net worth clients once every 2 weeks (highest 6-month return achieved in stock recommendations: 51%). • Constructed and managed portfolios of Taiwanese, Indonesian and Malaysian equities, which out-performed the designated benchmarks over a 6-month period. Accurately analyzed portfolio risk reports to achieve these out-performances, and prepared monthly portfolio performance reports to recommend stocks in these out-performing portfolios to the CIO (highest 1-month return achieved in stock recommendations: 25%). • Contributed to discussions on strategies for the CIO's fund once every 6 months, such that the best allocation was made for each country’s equity market. • Analyzed initial public offerings qualitatively, using comparables and through constructing financial models, such that corporate and high net worth clients achieved positive returns in the designated time interval
• Researched and analyzed issues relating to the American economy and global bond markets • Wrote research articles and effectively presented ideas to clients to increase the sales of mutual funds • Effectively answered client queries and provided investment advice to clients • Managed portfolios of mutual funds (consisting largely of bond and equity funds) of various levels of risk, which consistently achieved above-market returns. Prepared monthly portfolio performance reports to explain the returns and sell these portfolio ideas to clients • Analyzed and selected various types of new mutual funds (including, but not limited to equity, bond, multi-asset,thematic and hedge funds) from international fund houses for distribution, which subsequently achieved high sales volumes • Conducted presentations twice a month to effectively educate and advise financial advisers on investment techniques and financial markets
• Conducted research on Lenovo China through company visits, interviews with ex-employees and industry peers, and secondary sources