Tan Aileen

Experience

• 

  A.D. Financial Sdn Bhd

  Feb 2019 - Oct 2020

  Investment Associate

  • Family Office Investment Advisory:- Provided segregated managed account (SMA) services for our family office clients.- Conducted investment due diligence on each fund managers (FM).- Customised asset allocation for high new worth clients with average net worth of RM5 mil.- Assisted with the production of client presentations and documents.- Analysed and prepared monthly client reporting.• Corporate Advisory :- Project: Oleon Chemical Industry- Proposed and evaluated options to replace the company’s existing gratuity plan.- Analysed and reviewed tax-related documents.- Simulated the costing of the existing scheme and proposed options for existing and new employees, which is intended to reduce the company’s cost by 22% in 10 years’ time.• Corporate Advisory (M&A):- Prepared documents, such as teasers and information memorandums.- Developed reports, extracts and charts for data presentation.- Performed company, industry, market, competitor research and due diligence.- Computed financial projections and calculated company valuation.- Contributed 20% to the company income through performance fees by selling the target’ company at a value of RM18 mil. Show less

• 

  Affin Hwang Investment Bank

  Nov 2020 - now

  Corporate & High Net Worth

  - Managing clients equities portfolio and help them to execute their orders.- Maintain client interest on share market and sharing trading idea on daily basis.- Cross-selling IB products for existing client and deepening their wallet size. • Share Margin Financing• Securities Borrowing & Lending• IB advisory, Private Placement, Direct Business Transaction (DBT) and ESOS.- Dealing with local and foreign equities. (US,HK,SG & etc) keep an eye on any economy news.- Build and maintain good relationship with customer.- Daily updates for client on morning news, provide professional financial advices.- Doing market research on (Macro/Micro) view.- Initiate meeting for client with management on any private placement / quarterly briefing.- Comply with AMLA when doing KYC. - Helping client to exercise corporate action if any. Show less