Bernard Tay, CFA

Bernard Tay, CFA

Operations/Admin Assistant

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  • Timeline

  • About me

    Associate Director at Azalea Investment Management

  • Education

    • The University of Chicago Booth School of Business

      2014 - 2014
      ILPA Institute Private Equity
    • National University of Singapore

      2008 - 2012
      Bachelor of Science (2nd Upper Honors) Statistics and Finance
  • Experience

    • Cargill

      Mar 2008 - Aug 2008
      Operations/Admin Assistant

      - Crafted Trading Contracts- Prepared Trade Invoices- Communicated with External Agents and Traders

    • OCBC Bank

      May 2010 - Aug 2010
      Intern (Wealth management)

      - Compiled Revenue for Budgeting and Performance Reviews- Prepared several reports on Acquisition and Retention programmes- Research on Market Intelligence- Undertook Research pieces on Deposit related matters- Handled Customer Issues and Negotiated with External Agencies

    • OCBC Bank

      May 2011 - Aug 2011
      Intern (Consumer Financial Services)

      - Compiled and Analysed huge amount of data- Formulated Trends and Made Inferences for Performance of various products- Liaised with Marketing Department for the Publicity of Major Programs- Researched on the newly launched of Youth Banking (Frank)

    • National University of Singapore

      Aug 2012 - Aug 2018
      Investment Associate

      - Private Equity, Venture Capital, Real Estate, Shipping- Core coverage includes Asia, Europe, India and Africa- Screening, due diligence and evaluation of investment opportunities- Quarterly review for managers and generation reports and notes- Portfolio research, monitoring and construction- Preparation of portfolio report and managers/investment/deals tracking- Investment and Macroeconomic research- Data analysis such as bi-weekly economic market assessment

    • Korea Investment Corporation

      Aug 2018 - Aug 2021
      Senior Investment Manager

      - Asia Private Equity and Venture Capital- Fund Investments, Co-investment and Direct Investments

    • Azalea Investment Management

      Sept 2021 - now

      Private Equity Investments Private Equity Investments

      • Associate Director

        Jul 2022 - now
      • Senior Associate

        Sept 2021 - Jun 2022
  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
      Sept 2016
  • Volunteer Experience

    • Royal Rangers Commander

      Issued by Royal Rangers 444 on Jan 2008
      Royal Rangers 444Associated with Bernard Tay, CFA