Chloe Halim

Chloe Halim

Digital Media Recruitment Intern

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location of Chloe HalimSingapore

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  • Timeline

  • About me

    Assistant Portfolio Manager

  • Education

    • Nanyang Junior College

      2014 - 2016
      A-Levels

      Activities and Societies: Secretary of Gym Club, Member of NYJC Galileo Society, JC Experience Student Team

    • National University of Singapore

      2016 - 2020
      Bachelor of Business (Finance Specialisation) Honours (Distinction)
  • Experience

    • Ultimate Asset Asia Pacific

      Jun 2018 - Jul 2018
      Digital Media Recruitment Intern

      Interned at Ultimate Asset Asia Pacific, which is a media recruitment company connecting advertising, marketing, technology and creative professionals with digital and offline opportunities.

    • Inland Revenue Authority of Singapore (IRAS)

      May 2019 - Aug 2019
      Revenue 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 2024
      • Research Analyst, Research and Portfolio Management

        Jun 2020 - Apr 2023
    • Golden Hill Asset Management

      May 2024 - now
      Assistant 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 Ltd
      Aug 2020
    • CMFAS M8A - Collective Investment Schemes II

      Singapore College of Insurance Ltd
      Jul 2020
    • CMFAS M6A - Securities & Futures Product Knowledge

      IBFSG - The Institute of Banking & Finance Singapore
      Jul 2020
    • CFA Level 2 - Passed

      CFA Institute
      Aug 2023
      View certificate certificate
    • CFA Level 1 - Passed

      CFA Institute
      Nov 2021
      View certificate certificate
    • CMFAS M3 - Rules & Regulations for Fund Management

      IBFSG - The Institute of Banking & Finance Singapore
      Oct 2023