Shane Chan

Experience

• 

  AmBank Group

  Oct 2011 - Aug 2013

  Internal Audit Executive

  • Identified process weaknesses and control breakdowns; prepared audit reports for presentation to the Board.

• 

  CLSA

  Oct 2013 - Dec 2019

  • Fundamental research for 15-20 large cap stocks across 4 sectors; notable published in-depth reports (> 30 pages) include Mr & Mrs Malaysia 2019, Malaysia E-commerce, and IHH Healthcare.• Applied a diverse range of valuation techniques such as DCF, DDM, EV (Property Developers) and SOTP.• Mentored and trained 2 Research Associates to improve team efficiency and develop continuity.Key achievements• Rated AsiaMoney #1 Consumer Discretionary Analyst in Malaysia for two consecutive years (2017 and 2018).• Top recommendations generated a return of 10-25% over 2017-19. Show less

  • Equity Research Analyst

    Jan 2016 - Dec 2019

  • Equity Research Associate

    Oct 2013 - Dec 2015
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  GREAT EASTERN

  Dec 2019 - May 2021

  Senior Equity Research Analyst

  • Fundamental research for 60-70 large cap stocks in the Consumer, Gloves, Logistics, Ports and Media sectors across Malaysia, China and Singapore.• Harnessed diverse market knowledge in contributing to the asset allocation decision(s) at both the overall and portfolio level (collective AUM of US$20bil).• Leveraged extensive network to ensure incorporation of both fundamental and non-fundamental factors (i.e. fund flows, ESG, regulatory changes) to form a holistic investment view.Key achievements• Timely overweight on the gloves sector in 2020 leading to > 100% returns. Show less

• 

  SMBC Private Wealth

  Oct 2022 - now

  Investment Analyst

  • Formulated multi-asset investment proposals inc. Mutual Funds, ETFs, Structured Products, specializing in Global Equities; contributed alpha generative ideas for Bespoke portfolio mandates (AUM >US$10mil).• Governed the active high conviction Equity list communicated to Relationship Managers and Clients.• Co-managed 5 simulated Equity-focused discretionary portfolio mandates in collaboration with the CIO. Mandates include Global, Asia, Japan, REITs and Deep Value.• Project lead in the design, planning and establishment of the Equity Landing platform for client access.Key achievements• Timely overweight on Japan in Dec-2022 leading to +33% market return.• Key stock picks include Hi-sense, Mini-so and Toyo Suisan generating a return >30%. Show less