I Kadek Yoga Dwiantara, CSA®

Experience

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  KSPM FEB UNUD

  Jan 2022 - Jan 2023

  Head of Research And Development

  ● Designed educational materials related to capital markets for human resource development KSPM FEB UNUD with 466+ members in the form training activities in coordination with Indonesia Stock Exchange (IDX)● Led 3 staff in designing and compiling 40+ STOCKPEDIA analysis, capital market learning through social media about fundamental and technical analysis.● Researcher for the PODCAST KSPM FEB Unud with 17 episodes in outcomes.

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  PintarSaham.id

  Mar 2022 - Sept 2022

  Research Analyst

  ● Conducted research and analysis based on data related to capital markets, investments, and stocks then conclude that data which are used to provide valuable insights for 45.000+ stakeholders.● Created quarterly e-book on 25 selected stocks based on macroeconomic analysis, financial analysis, and valuations to be shared with 400+ VIP members.●Analyzed 700+ stocks and identifying whether these stocks are undervalued or overvalued using the PER and PBV methodology for internal databases to be distributed to VIP members.●Responsible for Instagram content for 3 months and conducted material research on 90+ content in coordination with the content division with 32,35% follower growth in this period.●Person in charge, become a moderator and design the webinar concept "How To Be A Good Investor" in coordination with the founder and 3 colleagues who have succeeded in gotten 100+ participants. Show less

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  PT. Bank Pembangunan Daerah Bali

  Feb 2023 - Jul 2023

  Marketing - Funding

  ● Assisted core staff in seeking third-party funds (savings, deposits, and giro).● Assisted core staff in providing services related to issues related to transaction activities

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  Korea Investment and Sekuritas Indonesia, PT

  Nov 2023 - Jun 2024

  Investment Specialist

  ● Acquired customers, has increased transaction value (+73,33%) and maintained strong client relationships by providing tailored advice on equity and mutual fund investments in the Bali region. ● Delivered stock recommendations to clients based on comprehensive fundamental and technical analysis, ensuring informed investment decisions. ● Managed administrative affairs and partnerships at the Bali branch.

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  Investment Banking Club Indonesia

  Jul 2024 - Aug 2024

  Investment Banking Club Foundation Program

  ● Accepted as one of the 40 exclusive students out of 300+ applicants for the 2024 IBC Foundation Program.● Studied the fundamental aspects of investment banking, incorporating theoretical and practical knowledge, including financial accounting, valuation, financial modelling, mergers and acquisitions, and deal walkthrough

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  Finance for Indonesia

  Aug 2024 - Nov 2024

  Awardee Finance for Indonesia Incubation Program

  ● Finance for Indonesia (FFI) is a student-led community founded in 2024 – providing education focused on high-finance careers gathering the brightest minds of Indonesian students all across the globe. Empowered by Young Leaders for Indonesia by McKinsey & Company Indonesia.● Accepted as one of 39 exclusive students out of 450+ applicants for the 2024 FFI incubation program (8.66% acceptance rate)

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  Lembaga Pengelola Dana Pendidikan

  Nov 2024 - now

  Portfolio & ALM Analyst

  ● Managed an endowment fund for education with a total Asset Under Management (AUM) of more than IDR 154 trillion through diverse investment portfolios, generating a 7,09% ROI in 2024.● Contributed to the formulation of strategic asset allocation (SAA) policies based on liability-driven investment (LDI) principles, risk tolerance, and long-term return targets.● Developed presentation materials and investment dashboards for internal Asset-Liability Committee (ALCO) meetings, supporting executive-level decision-making through structured analysis and visual summaries. Show less