
Chloe Halim
Digital Media Recruitment Intern

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About me
Assistant Portfolio Manager
Education

Nanyang Junior College
2014 - 2016A-LevelsActivities and Societies: Secretary of Gym Club, Member of NYJC Galileo Society, JC Experience Student Team

National University of Singapore
2016 - 2020Bachelor of Business (Finance Specialisation) Honours (Distinction)
Experience

Ultimate Asset Asia Pacific
Jun 2018 - Jul 2018Digital Media Recruitment InternInterned at Ultimate Asset Asia Pacific, which is a media recruitment company connecting advertising, marketing, technology and creative professionals with digital and offline opportunities.
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Inland Revenue Authority of Singapore (IRAS)
May 2019 - Aug 2019Revenue and Payment Branch Intern• Worked with the GIRO team on taxpayer education and promotion of e-Payment (including GIRO) through designing programmes/initiatives to reach out to individuals and businesses• Leveraged on data analytics, behavioural insights and design thinking to enhance IRAS' web-pages, e-services and seek feedback via Service Design with taxpayers

IFAST Corporation Ltd.
Jun 2020 - May 2024• Provide research coverage on stocks and ETFs listed on the Singapore, Hong Kong and US markets, as well as on unit trusts available on the iFAST platform• Primary area of coverage is in the healthcare and commodities sector• Engage and communicate these ideas to the investing public through various channels, such as original research articles as well as seminar presentations• Featured on many media publications such as Business Times, 963FM, Lianhe Zaobao, CNA938, and CNA’s Money Mind Show less
Senior Research Analyst, Research and Portfolio Management
Apr 2023 - May 2024Research Analyst, Research and Portfolio Management
Jun 2020 - Apr 2023

Golden Hill Asset Management
May 2024 - nowAssistant Portfolio Manager• Involved in conducting in-depth research and analysis across multi-asset classes such as equities, fixed income, and derivatives.• Monitoring the performance of existing investments, identifying and mitigating interest rate, credit, and liquidity risks.• Creating investment memos and client presentations, delivering portfolio updates, market outlooks, and thematic discussions customised for individual high-net worth clients.• Fostering and building relationships with existing investors, offering personalised services to address their investment needs. Show less
Licenses & Certifications

CMFAS M5 - Rules and Regulations for Financial Advisory Services
Singapore College of Insurance LtdAug 2020
CMFAS M8A - Collective Investment Schemes II
Singapore College of Insurance LtdJul 2020
CMFAS M6A - Securities & Futures Product Knowledge
IBFSG - The Institute of Banking & Finance SingaporeJul 2020- View certificate

CFA Level 2 - Passed
CFA InstituteAug 2023 - View certificate

CFA Level 1 - Passed
CFA InstituteNov 2021 
CMFAS M3 - Rules & Regulations for Fund Management
IBFSG - The Institute of Banking & Finance SingaporeOct 2023
Languages
- enEnglish
- chChinese(simplified)
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