Experience

  • SENIOR FUND MANAGER, EQUITY

    at Eastspring Investments Berhad

    August 2018 - at Present

    Kuala Lumpur

    • Perform detailed research and analysis on equities listed in Malaysia and Asia Pacific ex Japan. • Manage unit trust fund and private mandates. Investment mandates include Malaysia and Asia Pacific ex Japan. • Attend marketing meeting and involve in market outlook and performance review presentation. • Involve in new product launches and prepare slides for regional sanity check and approval

  • HEAD OF EQUITY

    at Libra Invest Berhad

    September 2017 - May 2018

    Kuala Lumpur

    • Establish firm-level investment policy across all facets of portfolio construction. • Manage and lead investment staff to conduct research, assess information, and establish views on equities broadly and on sector, industry and securities specifically to determine appropriate actions to take to achieve strong risk-adjusted investment results. • Evaluate market conditions and provide insight regarding new developments in investment exposures. Provide firm-level assessment of those risks and communicate measures that should be taken to manage and mitigate them. • Involve in marketing roadshow & presentation to prospective and existing investors (English and Chinese public speaking). • Manage unit trust funds and private mandates. Investment mandates include Malaysia, ASEAN, Asia Pacific and Global.

  • VICE PRESIDENT, INVESTMENT

    at UOB Asset Management (Malaysia) Berhad

    March 2014 - August 2017

    Kuala Lumpur

    • Performed detailed research and analysis on equities listed in Malaysia, ASEAN and Asia Pacific ex Japan. • Involved in UOB Unit Trust fund management. Investment mandates include Malaysia, ASEAN, Asia Pacific and Global. • Involved in third party fund management include third party unit trust fund and insurance funds. • Appointed as the ASEAN Team member representing Malaysia advising on the ASEAN portfolio. • Attended routine investment committee meeting and involve in market outlook and performance review presentation. • Involved in preparing investment proposal & presentation to prospective institutional clients. • Involved in marketing roadshow & presentation to prospective and existing investors (English and Chinese public speaking).

  • VICE PRESIDENT, INVESTMENT

    at Kenanga Investors Berhad

    April 2013 - March 2014

    Kuala Lumpur

    • Performed detailed research and analysis on equities listed in Malaysia. • Involved in Unit Trust fund management. • Assisted in Norway Sovereign Fund Management.

  • VICE PRESIDENT, INVESTMENT

    at Phillip Capital Management Sdn Bhd

    September 2010 - April 2013

    Kuala Lumpur

    • Performed detailed research and analysis on equities and unit trusts (Malaysia). • Assisted in fund management. • Responded to network management related client (external/internal) inquiries providing proactive consultation. • Supported Sales and Relationship Management Teams in the investment decision recommendation process and conducting presentations related to research and investment. • Assisted in preparing investment proposal & presentation to prospective institutional clients. • Assisted in regional portfolio management and involved in reviewing investment process. • Hosted a couple of investment seminars. • Involved in back office operation process review.

  • FINANCIAL CONTROLLER

    at XKL Worldwide Sdn Bhd

    November 2002 - January 2010

    Kuala Lumpur

    • Negotiated & finalized agreement and appointed distributors in Saudi Arabia, Oman, Kuwait & Middle East Countries, Japan, Korea, Hungary and Vietnam. • Developed business relationship, promoted organization and conducted seminars and sales force training. Being invited as one of the speaker of “The 3rd Super Excellence Direct Sales Entrepreneurs Conference 2007”. • Responsible for budget and P&L forecasting. Reviewed monthly activities progress and financial reporting. • Established and implemented “standard operating procedures” and optimized the process. • Implemented web based management and financial system for the company and its overseas subsidiaries. • Responsible for all aspects of finance, administration, legal and company secretarial functions for the group companies. • Reviewed and analyzed monthly financial reports of the group companies and presented to the board.

  • AUDIT SUPERVISOR

    at KPMG

    February 1999 - October 2002

    Johor

    • Involved audit job planning and IPO listing projects. • Reviewed systems of accounting and internal controls, consolidated accounts and ensured the financial statements of the companies are prepared in accordance with local statutory requirements and approved Malaysian Accounting Standards Board and International Accounting Standards. • Responsible for on the job training, supervision of audit personnel, staff performance appraisal and finalization of audited accounts with clients and managers or partners. • Negotiated fees with clients.

Education

  • Bachelor of Commerce

    at University of Melbourne

    1996 - 1998 (2 years) State of Victoria

Languages

  • English Negotiation

  • Chinese Native

  • Malay Conversation

Hives