Irvan Tan

Experience

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  BNP Paribas Securities Services

  Jun 2008 - Jan 2010

  Research Assistant

  - Assist Analyst to obtain and maintain economic and capital market data- Assist Analyst to prepare analyst report- Assist Analyst to prepare presentation material- Assist Analyst on financial modelling and spreadsheet calculation- Prepare Morning Pack Report for client on Indonesia Capital Market update- Assist Analyst on Data Gathering from Bloomberg system- Assist Analyst on client requests

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  AIA

  Dec 2010 - Jul 2018

  Design and establish new tools for Investment Team and Synergy with sales force by giving advice with solid Investment products from AIA Financial. Give advice to customers and sales force in areas like Financial Planning, Insurance and Investments focused on the client or partner’s needs. The main activity Investment Specialists do is to match the customer’s investment needs and/or objectives with the different investment solutions available by giving recommendations based on a financial planning or study. Show less Establish and Analyze Market and Economic Situation and initiates recommendation on the Outlook to Fund ManagersEstablish and Analyze Counter-party Credit Risk Rating for Banks and Corporates Analyze Investment Alternative such as Mutual Fund or ETF to Optimize Investment PortfolioConduct Investment Analysis regarding establishment of new Product such as Back TestingEstablish Investment Marketing Material such as Fund Fact, Annual Investment Book, etcConduct Fund Return and Risk measurement Assist Risk Team regarding Risk Based Capital and Duration AnalysisConduct Training for all Sales Distribution Channel as requestedAssist Fund Manager in Rebalancing Calculation Show less - Analyze, evaluate, review, compile and updating the financial performance of counterparty or portfolio exposure based on expiration limit date for Life, ILP and Pension Fund. Obtain limit approval from Group Investment for Life.- Prepare and update market and economic outlook, chart / graphics, portfolio performance, AUM, NAV price, peers and benchmark comparison for Life, ILP and Pension Fund presentations / reports, including assisting CIO in updating Exco Presentation- Compile and obtain monthly data and performance for Fund Fact Sheet ILP- Prepare and update Attribution Analysis monthly and weekly Portfolio Reports (market price, cash& TD, NAV, and duration- Assist Review the completed Fund Fact Sheet for ILP and Pension Fund monthly- Assist in updating Weekly NAV Investment Report data and news Show less

  • Head Of Investment Trainer - Partnership Distribution

    Sept 2017 - Jul 2018

  • Senior Manager Learning Development

    Sept 2016 - Sept 2017

  • Senior Manager, Investment Business Specialist

    Jun 2014 - Sept 2016

  • Senior Manager - Investment Credit, Risk and Product

    Jan 2012 - May 2014

  • Fixed Income Manager & Credit Analyst

    Dec 2010 - Dec 2011
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  KJPP Rengganis

  Jun 2011 - Dec 2014

  Financial Analyst Freelance

  Conducts Equity Stock Screening, Set Up the Parameter, and Analyzes the financial ratioConducts Corporate and Economic Data Screening such as: Beta, Country Risk, Country Premium Risk

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  Prudential Indonesia (PT Prudential Life Assurance)

  Aug 2018 - Oct 2018

  Head Of Investment Strategic
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  Lampion Cafe and Carwash

  Oct 2018 - now

  Business Owner

  12 Years Experience in Capital Market Industry. Starting as Equity Research Assistant up to Head Of Investment in One of The Biggest Insurance Company In Indonesia.To enrich my life experience start from October 2019, left the corporate world and start my own business in culinary by establishing Lampion Cafe in Tangerang and pursuing my passion for writing and develop investment content that mindful, simple and easy to understand.