Thee Jann

Finance graduate and licensed Investment Consultant with hands-on experience in equity research, financial statement analysis, valuation, and portfolio management. Built an independent, catalyst-driven U.S. equities research practice combining macroeconomic analysis, company fundamentals, and technical analysis. Currently advises high-net-worth clients on portfolio construction and risk management at Bualuang Securities.

Holds four Thai SEC-registered licenses (IC Complex 1, Equity Trading, TFEX Derivatives, FPI). Seeking to grow into an Investment Analyst / Equity Research role within an institutional investment team.

Investment Consultant at Bualuang Securities (2025-11 – 2026-06)

• Analyze economic data, corporate earnings, and industry trends to generate investment recommendations and actionable trade ideas.
• Advise high-net-worth clients with over THB 50 million in combined assets on portfolio construction, risk management, position sizing, and investment strategy.
• Interpret in-house research reports and conduct independent market research to support and validate investment recommendations.
• Monitor portfolio performance and market developments to ensure alignment with client objectives; support trade execution.

Self-Directed Project at Independent Equity Research & Portfolio Management (2021 – 2025-11)

• Conducted independent research on U.S. equities using a catalyst-driven investment approach combining macroeconomic analysis and company fundamentals.
• Analyzed financial statements, valuation metrics, industry trends, and economic indicators to identify potential investment opportunities.
• Applied technical analysis to time entry and exit points after establishing a fundamental investment thesis.
• Monitored market volatility (VIX Index) and used S&P 500 Index Futures for short-term tactical trades to adjust portfolio exposure and cash allocation.
• Maintained a disciplined investment journal and performance log to evaluate decisions and refine the research process. With return slightly below Benchmark (S&P500) but with lower voltility, resulting in higher sharpe that the market and never missed a quarterly dividend payout once since the inception of the fund.

Finance & Accounting Intern at Pichai Fish Source (2025-05 – 2025-07)

• Entered and analyzed domestic and export sales data, ensuring accuracy in financial reporting.
• Matched transactions and calculated export revenue using daily exchange rates based on shipping dates.

Bachelor's Degree in Business Administration in International Business and Finance – Mahidol University International College (MUIC) (2020 – 2025)

High School Diploma – Strathmore High School, Canada (2017 – 2019)