Jeff Lye, CFA

Experience

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  UOB

  Aug 2015 - Aug 2017

  Manager - Transaction Banking

  • Involved in major trade product development – Islamic Banking• Managed existing trade products and provided supports to various stakeholders • Evaluated process flow and work practice of Trade Operation to identify gap• Rotated within major product groups of bank – Global Market and Transaction Banking • Volunteered in CSR event, “Act for Kid” to equip teenage kids with financial knowledge and “Digitalisation Workshop” in Bandung, Indonesia to promote digitalisation and entrepreneurial spirit. Show less

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  Kenanga Group

  Aug 2017 - Aug 2018

  Equity Research Analyst

  • Conducted analysis through engagement with senior management of public listed companies, data collection, statistical studies and etc to gain deeper insights into both company and industry.• Produced investment idea pieces of public listed companies using both fundamental and technical approach.

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  TA Securities Holdings Bhd

  Dec 2018 - May 2022

  Equity Research Analyst

  • Performed analysis through engagement with senior management of public listed companies, data collection, statistical studies and etc to gain deeper insights into both company and industry.• Analysed companies from the Food and Beverage, Retail, and Sin (alcoholic beverages and tobacco products) under Bursa Exchange, Malaysia.

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  CFRA Research

  May 2022 - now

  Equity Research Analyst

  - Coverage of 40+ stocks within EMEA region with a primary focus on Energy, Insurance, Paper Packagers, Freight Forwarders, and Infrastructure Asset Owners- Provide stock recommendations with a focus to create alpha through tactical sector tilt, stock picking, and identification of secular trends.