Resume

Over the years, I have had the opportunity to work for firms with a strong culture and vision, each shaping my growth as a finance professional. My journey has taken me from Singapore to Boston and back, providing me with a global perspective on financial markets and a diverse range of experiences.

I’ve gained valuable insights working with asset management firms and on financial markets desks at top banks. My latest experience at ING is focused on derivatives across equities, rates, FX, and commodities, allowing me to refine my expertise across various financial asset classes.

Professional Experience

ING | Singapore

Intern, Client Solutions Group, Financial Markets
July 2024 to December 2024

At ING, I worked on the derivatives desk, within a sales and structuring role. My role involved preparing comprehensive pitchbooks to support derivative transactions, articulating complex transaction flows. I contributed to the execution of strategic equity transaction deals, pricing interest rate, cross currency, and total return swaps, while incorporating pre-deal economic adjustments to ensure accurate and competitive pricing.

Additionally, I prepared strategic business plans and conceptual memos, outlining the desk’s strategic goals and phased execution plans for expanding ING’s derivative product offerings. Furthermore, I conducted research on accelerated book build and IPO transaction trends, analyzing large data sets to identify industry patterns and support risk analysis. My work extended to preparing credit rationale packs, where I performed in-depth financial analysis on clients and collateral securities to facilitate successful credit approvals.

Notable Achievements:

  • Crafted pitchbooks for structured equity deals, enhancing transaction clarity and supporting deal execution.

  • Priced swaps with XVA/CVA adjustments to ensure competitive and accurate corporate lending transactions.

  • Analyzed IPO trends and industry patterns to support risk assessment and competitive positioning.

  • Developed credit rationale packs, enabling successful due diligence and credit approvals.

This experience at ING strengthened my expertise in structured products, financial analysis, and strategic execution in a high-pressure environment.

Natixis Investment Managers | Boston, MA

Product Analyst, Investment Product Management
September 2020 to June 2021

At Natixis Investment Managers, I served as a full time Product Analyst for the US Distribution team within the Investment Product Management division. My primary role was supporting clients and sales by managing product reporting, statistics, and data for mutual funds, while gaining exposure to various investment strategies across Equity, Derivatives, Fixed Income, and Multi-Asset funds.

Key responsibilities included completing due diligence questionnaires, RFIs, and RFPs on behalf of the funds for institutional clients and prospects, preparing daily and monthly performance reports, and producing detailed factsheets, performance profiles, and pitchbooks to support marketing and investor relations. I balanced high-priority tasks and tight deadlines while improving efficiency through automation.

Notable Achievements:

  • Automated the daily reporting process using VBA, reducing the time required by over 50%.

  • Collaborated with a project team to standardize RFPs, reducing manual inbound requests by 30%.

  • Ensured accurate data management by reviewing performance and benchmark metrics for upload to the central data repository.

  • Engaged in mentoring, volunteering, and development events remotely during COVID-19, demonstrating adaptability and commitment to growth.

This experience solidified my ability to manage client expectations, streamline processes, and contribute to the success of the investment product team.

Brown Brothers Harriman | Boston, MA

Trade Management Intern, Risk, Control & Analytics
Janurary 2019 to June 2019

At Brown Brothers Harriman, I worked as a Risk, Control, Analytics Co-op on the Trade Management team. My role focused on applying business analytics and process improvement strategies to help achieve departmental goals in alignment with the firm’s strategic objectives.

I was responsible for monitoring global trade, economics, and market updates, escalating key information to senior management as needed. I regularly prepared comprehensive daily, weekly, and monthly reports to summarize KPIs and statistics, and I actively monitored trade and cash flows for any discrepancies. Additionally, I spearheaded process improvement efforts by automating weekly trade summary models, improving efficiency and accuracy in reporting.

Notable Achievements:

  • Automated weekly trade summary models, streamlining reporting processes.

  • Led the development and implementation of a new client contact database in SharePoint, applying systems and database design with the end goal of enhancing client relationship management.

  • Simultaneously managed two other client service-oriented database projects, showcasing leadership and project management skills.

  • Played a key role in reporting and escalating global market updates to senior management, ensuring informed decision-making.

This co-op provided valuable experience in business analytics, process automation, and project management, contributing to the overall efficiency of the trade management team.

Arrowstreet Capital | Boston, MA

Arrowstreet Capital, a quantitative investment management firm, was my first foray into the “buy side”. I worked as a Trade Compliance Intern Associate, where I gained in-depth exposure to the technical aspects of investment management, risk management, and active portfolio management in a fast-paced, highly collaborative environment.

My responsibilities included conducting detailed examinations of restricted lists for client portfolios, performing pre-trade session checks (144A & Bloomberg manual security checks), and reconciling trades with corporate and client portfolio governance restrictions. I also monitored account overdrafts caused by trade movements and cash flow changes, ensuring compliance with internal and external mandates.

Notable Achievements:

  • Digitized SMA Investment Management Agreements, significantly improving the department's ability to perform keyword searches and streamline compliance processes.

  • Enhanced departmental efficiency by implementing SQL queries to support the checklist and compliance letter verification process.

  • Contributed to pre-trade compliance by processing restricted lists and security checks, ensuring alignment with client portfolio restrictions.

This experience deepened my understanding of compliance in a quant-driven investment environment and sharpened my technical and analytical skills.

Trade Compliance Intern Associate
January 2016 to June 2018

Chinabank Capital | Manila, Philippines

China Bank Capital was my first work experience. I worked as an Investment Banking Summer Intern, gaining exposure to a wide range of transactions, including mergers and acquisitions, structured credit, debt securities advisory, and fundraising activities across capital markets within the Philippines.

During my internship, I conducted detailed research on over five target acquisition companies, preparing corporate summaries, financial models, and valuations. I spread historical financial statements, analyzed debt maturity profiles, and developed financial projections to support transaction decisions. I also assisted with preparing presentations, meeting minutes, and sales materials for equity IPOs and bond issuances.

Notable Achievements:

  • Conducted in-depth financial analysis and modeling for target acquisition companies.

  • Supported equity and debt transactions by preparing essential materials for IPOs and bond offerings.

  • Gained hands-on experience in various capital markets, contributing to transaction execution and client advisory.

This experience provided me with valuable insight into investment banking processes and the intricacies of capital market transactions.

Investment Banking Summer Intern
June 2016 to August 2016

Education

Singapore Management University December 2024

MSc. Applied Finance

Relevant Coursework:  Quantitative Trading Strategies, Equity Analysis and Portfolio Management, Fixed Income and Derivatives Analysis, Structured Products, Corporate Finance, Quantitative Methods and Economic Analysis

Projects: Equity Research Reports on Eversource (‘ES’) and Tesla, Algorithmic Momentum and Mean Reversion Strategies, Structured Products Goal-Oriented Trade Proposal, Team Captain - Bloomberg Trading Competition 2023

Northeastern University May 2020

BSBA Finance

Relevant Coursework: Portfolio Management, Financial Data Analysis with Python, Investments, Corporate Finance

Exchange Program: NU.in at McGill University, August 2015

Projects: Equity Research Reports, Derivatives Trading Strategy Trade Proposal, Portfolio Construction and Optimization, Python Financial Analysis Project for US Equities, Industry Summaries

United World College of South East Asia May 2015

International Baccalaureatte & IGCSE

Activities: American Football (SAS), Volunteering at St Theresa’s Home, Guitar