DBS Private Bank December [2023 – August 2024]
Rotational Intern, Equity/FX Investment Advisory
- FX Product knowledge include Cross Currency Swaps, Target Accrual Redemption Forwards (TARF), Pivots, Accumulators and
Decumulators, Triple Currency Linked Note (TCNs).
- Equity Product knowledge include Fixed Coupon Notes(FCN), Accumulators and Decumulators, and Equity Linked Notes (ELN).
- Analysed client’s needs and developed comprehensive structured products tailored to client’s investment ideas.
Rotational Intern, Capital Markets, Fixed Income & Equity
- Pitched a “Hold” call on RACE-US using sector analysis, DCF, relative, and DDM valuation methodologies.
- Pitched a “Long” call on LMT-US A- bond with credit analysis using Z-Spread valuation against peer competitors.
- Performed financial analysis to determine the financial health of the company, such as relative liquidity and coverage ratios.
- Technical Skills: Bloomberg bond related functions, FactSet.
Rotational Intern, Funds Advisory
- Performed analyses for a 6 edition, fortnightly fund publication for distribution to RMs and clients.
- Development and implementation of strategic business initiatives, product management and development, funds due diligence and marketing, training and sales support.
- Work with the Chief Investment Officer and external asset managers to develop content on new fund ideas and updates on existing funds
- Perform fund comparison analyses across a range of asset classes (IG & HY, MBS) and parameters such as YTM, credit rating, average bond duration.
Unicorn Financial Solutions [October 2023 - June 2024]
Intern, Investment Analyst, Asset Management
• Conduct thorough research on market trends, economic data, and company news to inform investment decisions.
- Effectively communicate investment recommendations to senior management
- Perform financial analysis of companies and industries, including fundamental analysis, ratio analysis and cash flow analysis.
- Evaluate and manage investment risks, including market risks, credit risk, and liquidity risk.
MUFG Investor Services [December 2022 – August 2023]
Intern, Middle Office Operations, SMO
• Review pricing and Profit & Loss of portfolios including Equities, Options, Futures, Fixed Income, OTC derivatives and Forwards.
- Ensure trade processing is complete, corporate actions have been booked correctly & security pricing is accurate.
- Operate and oversee reconciliation technology to ensure a full reconciled Gross Asset Value to the Client Operations team including cash,
position, dividend & interest reconciliations.
