
Bernard Tay, CFA
Operations/Admin Assistant

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About me
Associate Director at Azalea Investment Management
Education

The University of Chicago Booth School of Business
2014 - 2014ILPA Institute Private Equity
National University of Singapore
2008 - 2012Bachelor of Science (2nd Upper Honors) Statistics and Finance
Experience

Cargill
Mar 2008 - Aug 2008Operations/Admin Assistant- Crafted Trading Contracts- Prepared Trade Invoices- Communicated with External Agents and Traders

OCBC Bank
May 2010 - Aug 2010Intern (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 2011Intern (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 2018Investment 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 2021Senior Investment Manager- Asia Private Equity and Venture Capital- Fund Investments, Co-investment and Direct Investments

Azalea Investment Management
Sept 2021 - nowPrivate Equity Investments Private Equity Investments
Associate Director
Jul 2022 - nowSenior Associate
Sept 2021 - Jun 2022
Licenses & Certifications

Chartered Financial Analyst
CFA InstituteSept 2016
Volunteer Experience
Royal Rangers Commander
Issued by Royal Rangers 444 on Jan 2008
Associated with Bernard Tay, CFA
Languages
- enEnglish
- chChinese
- thThai
- inIndonesian
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