Steve Chan Choon Kit, CFA

Experience

• 

  HLB Lur Lum

  Jan 2008 - Jul 2008

  Intern

  As an auditor assistant, to do checking and matching on documentations, invoices, general ledgers, and inventories.

• 

  OSK Group

  Nov 2009 - Feb 2013

  1. Unit Trust – Fund ManagementWork as a central dealer. Generate ideas to improve operational process. Monitor and update fund managers on stock market movement & trades done. 2. Equity DealingsMonitor and manage clients’ account and equity transactions.Do simple technical & fundamental analysis.3. Futures DealingsSetup of foreign futures trading business, plan for online futures trading (DMA) and generate ideas (i.e. online trading setup, incentive program) Promote foreign futures & online trading.4. Trustees, Private Debt SecuritiesMonitor clients’ account balance & bond maturity date. Execute fund transactions (i.e. money market deposit, transfer of fund) on clients’ behalf.Project: OSK Investment Challenge (2010)Compose contents, information & recommendation for the competition. Plan, setup and execute events (road shows, ceremony) to market the competition. Manage the social websites of the competition. Tunjukkan kurang

  • Senior Associate - Equity Dealings

    Nov 2011 - Feb 2013

  • Graduate Associate

    Nov 2009 - Nov 2011
• 

  Hong Leong Asset Management

  Jun 2013 - Jan 2015

  Research Assistant cum Central Dealer

  - Generate new investment and stock ideas to the equity team.- Assist fund managers to monitor respective equity fund for Malaysia-only and Asia Pacific mandates, i.e. investment guidelines and cashflows- Update fund managers on the stock market movement and news.- Execute and monitor equity transactions - Monitor the holding and performance of stocks on group basis- Monitor funds’ forex position and execute forex deals for Asia Pacific funds.

• 

  Phillip Capital Management SB

  Jan 2015 - Jan 2016

  Assistant Manager, Investment

  - Assist CIO in managing local discretionary mandates.- Manage regional portfolios by mirroring strategies provided by regional offices.- Generate new investment and stock ideas to the equity team.- Attend management meetings and company visits.- Help out the equity team in investment management and research matters.- Execute equity trades and unit trust transactions for non-discretionary portfolios.

• 

  Hong Leong Asset Management Bhd

  Nov 2016 - now

  - Manage local discretionary portfolios according to client’s mandate and IMA. - Generate investment theme/idea based on economy condition or market situation.- Conduct research and analysis mainly on local listed companies. Coverage includes consumer products and transportation. - Conduct research and analysis mainly on local listed companies. Coverage includes consumer products, automotive, transportation, and plantation.- Generate investment theme/idea to investment team based on economy condition or market situation.- Additional tasks which to start managing local discretionary portfolios according to client’s mandate and IMA since 2018- Participate in client engagement activities, i.e. marketing events, investment talks, etc.

  • Fund Manager

    Jan 2020 - now

  • Equity Analyst

    Nov 2016 - Jan 2020