PROFESSIONAL EXPERIENCE
Private Banking Summer Analyst, DBS Private Bank
- Prepared and analyzed monthly portfolio/evaluation reports, and recommendations for client meetings
- Assisted relationship managers in the development of investment strategies involving various asset classes and products; (bonds, equities, FX, funds, etc.), for ultra-high net worth clients primarily based in Indonesia
- Computed clients’ net liquid value across different products and currencies with a Bloomberg Terminal
- Conducted customer (KYC) due diligence, to ensure clients’ compliance with bank policies and objectives
Venture Capital Intern, Rouge International
- Conducted industry landscape research and company liaison to build pipelines focusing on sustainability
- Assessed and prepared daily reports on various Start Up’s products with an emphasis on sustainability and agriculture for unit leaders and the managing director for investment consideration
Tax Intern, Vialto Partners
- Analyzed and valued equity and stock option compensation rewards for taxation purposes
Global Mobility Services Intern, PricewaterhouseCoopers (PwC)
- Responsible for preparing whole tax return packages for employees of various multinational corporations
- Developed an automated data workflow using Alteryx and Excel Macros to summarize key performance metrics for associates and managers, cutting report preparation time by up to 80%
EXTRA-CURRICULAR ACTIVITIES
Managing Director, Decorus Imperium
- Managed the day-to-day operations of hedge fund with over USD 200k AUM
- Conducted market research and analysis to identify opportunities and trends in the S&P 500
- Ranked 34th in performance results amongst traditional hedge funds in April 2022 – Autumn Gold
