Talk to sales Try for Free
Stefan Yapri

Stefan Yapri

Finance and Accounting Intern

Followers of Stefan Yapri721 followers
location of Stefan YapriJakarta, Jakarta Raya, Indonesia

Connect with Stefan Yapri to Send Message

Connect

Connect with Stefan Yapri to Send Message

Connect

  • Timeline

  • About me

    Personal Finance Coach | Wealth Advisor at Pelita Aset Nusantara

  • Education

    • Universitas Prasetiya Mulya

      2011 - 2015
      Bachelor's degree Finance

      • Thesis: "Comparison of Multinational and Domestic Corporations in their Leverage Policies"• Undertook a community development project in Cibeber, West Java and successfully helped a villager to open a pizza booth• Voluntered in twenty hours of social work in an orphanage where we inspire the kids to pursue their dreams and goals in life

    • Singapore Management University

      2017 - 2017
      Master of Science (M.Sc.) Management

      • Competed in Nordic Business and Design Case Competition held by Design Finland 100 and awarded 3rd place in Best Idea Category• Undertook Business Study Mission module where we visit and learn from social enterprises in Chiang Mai, Thailand and also present our ideas to these enterprises

    • University of Indonesia

      2023 - 2023
      Certified Financial Planner

  • Experience

    • PT Triyasa Propertindo

      Jan 2012 - Mar 2012
      Finance and Accounting Intern

    • Asian Dynamic Enterprise Pte. Ltd.

      Sept 2012 - Apr 2021
      Finance Associate

      • Managed the preparation of company's financial statement and annual report• Coordinated the company's yearly tax reporting to Inland Revenue Authority of Singapore (IRAS)• Managed the company's compliance to Accounting and Corporate Regulatory Authority (ACRA) regulations

    • PT Ariganda Dinamika

      Jan 2018 - Apr 2021
      Business Development Executive

      • Analysed business opportunities for company's diversification• Conducted initial research for potential new business• Advised board of directors on potential new business

    • PT ADE Sinar Indonesia

      Jan 2019 - Apr 2021
      Business Development Manager

      • Conducted market research for company's financial forecast as well as product pricing strategy• Coordinated with various parties for the registration of imported products at National Agency of Drug and Food Control (BPOM)• Managed continuous relationship with external stakeholders; suppliers and customers

    • Bahana TCW Investment Management

      Jan 2021 - Jul 2023

      • Assisted in the development and launching of Capital Protected Fund for both institutional and retail clients• Coordinated with product maintenance team for managing and monitoring of ongoing Capital Protected Fund, amounting 12 trillion Rupiah, until maturity• Monitored daily fluctuations of government and corporate bonds price for fixed income fund and money market fund• Managed daily time deposit transactions for money market funds, amounting 12 trillion Rupiah, as well as non-money market funds, including capital protected funds, equity funds, balanced funds, and fixed income funds Lihat lebih sedikit

      • Assistant Manager

        Nov 2021 - Jul 2023

      • Special Hire Program - Investment

        Jan 2021 - Nov 2021

    • Universitas Prasetiya Mulya

      Jan 2023 - now
      Faculty Member

      Part-time lecturer for Personal Finance and Legal Issues in Indonesian Capital Market modules

    • BMoney.id

      Jan 2023 - now
      Wealth Advisor

    • Prudential Indonesia (PT Prudential Life Assurance)

      Jul 2023 - now
      Associate Agency Builder

    • Pelita Aset Nusantara

      Jul 2023 - now
      Managing Director

      • Advised High-Net-Worth (HNW) clients on their insurance and investment planning • Developed comprehensive financial plan tailored to individual client needs and goals• Coordinated with partner company’s research and advisory team to ensure holistic investment solutions to clients • Supervised a team of advisors, ensuring quality and aligned service to clients

    • Bahana TCW Investment Management

      Jul 2024 - Jan 2024
      Alternative Investment Specialist

      • Managed and monitored ongoing private debt fund (Reksa Dana Penyertaan Terbatas) • Managed and monitored monthly asset-backed securities transactions (KIK EBA Bahana Bukopin)• Assisted in the submission of private debt fund (Reksa Dana Penyertaan Terbatas) and infrastructure fund (DINFRA) to Indonesia Financial Services Authority (OJK)

  • Licenses & Certifications

    • Wakil Manajer Investasi

      Otoritas Jasa Keuangan
      Feb 2022