Spearheaded a client prospecting project by conducting industry and financial analysis of 6 large-cap listed Philippine companies, exploring business opportunities and pitching the findings and strategies to 4 regional heads in APAC.
Used free cash flow and comparable analysis to assess client’s credit profile in the underwriting of a USD 350 mil asset-backed club deal.
Updated and monitored the bank’s USD 6 Bn loan portfolio in South East Asia with the latest disclosed financials and market development to ensure that the bank’s assets integrity stayed within internal guideline.
Finance & Business Management Summer Analyst
JP Morgan Chase Bank
May 2018
to July 2018
Internship
singapore
Singapore
Built VBA program in SAP Migration project to automate RBC reporting with the team of 10 and successfully automated 45% of reporting
Computed and monitored firm’s Risk Based Capital (RBC) to ensure that the capital ratios are well within the regulatory requirement and provide early warnings if necessary
Documented the firm’s foreign debt and brokerage performance and created Standard Operating Procedures to support the preparation of their respective Monetary Authority of Singapore surveys
Intern
Capitaland Mall Asia Limited
April 2017
Internship
singapore
Singapore
Developed an integrated financial model for the group’s new private equity fund which provided accurate rental forecasts, shortening current workflow by 85%
Monitored the financial performance of the four private equity funds, totalling USD 4B in assets under management
Conducted macro-economic research in Chinese and translated the findings into various English presentations for the quarterly investment community meeting
Associate
Prudential Assurance Company Singapore Pte Ltd
February 2015
to May 2015
Temporary Work
singapore
Singapore
Promoted the launching of a new incentive scheme, ‘Prudential Group Business Achiever’s Club’ to over 800 financial consultants with a 55% success rate, which is 5% above the target
Analysed over 100 clients’ policies and claim ratios per month for renewal premium evaluation
Improved template to generate preliminary quotation reports which improved work flow by 20%