Tzyy Loon Ng, CFA

Experience

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  Alliance Bank Malaysia Berhad

  Oct 2008 - Sept 2010

  Personal Financial Consultant

  • Promoted company financial products according to client’s needs.• Conducted marketing activities for sales sourcing such as investment seminars and roadshows.

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  HSBC Bank

  Oct 2010 - Apr 2011

  Premier Relationship Manager

  • Customized financial products for high net worth clients.• Organised investment seminars to strengthen customer’s relationship with the company.

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  RHB Asset Management

  May 2011 - Oct 2014

  • Conducted fundamental analysis on more than 30 companies (e.g. oil & gas, consumer, and industrial sector).• Developed own financial models to forecast companies’ future financial performance.• Worked directly with portfolio managers for stocks idea generation, portfolio construction, and performance reporting.• Advised portfolio managers promptly on stock selections (e.g. IPO) with on-time updates on companies covered.• Prepared presentation slides for marketing and clients servicing. Show less

  • Equity Analyst

    Nov 2012 - Oct 2014

  • Account Manager

    May 2011 - Oct 2012
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  CFRA Research

  Nov 2014 - Dec 2017

  Senior Equity Analyst

  • Covered more than 40 APAC companies across various industries (e.g. IT, consumer, building materials, and etc).• Performed DCF, scenario, and sensitivity analyses with self-developed financial models.• Highlighted potential investment risks on companies’ earnings quality, ranging from lower-than-average warranty provisions, higher-than-average capitalization rate, and etc.• Evaluated the impact of macro changes (e.g. FX movements, government’s policy) on the sectors covered and provide investment recommendations on a timely basis.• Provided on-time research reports (including sector outlook) to clients. Show less

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  Kuwait Finance House Malaysia

  Jan 2018 - Mar 2022

  -Analyse and identify the potential credit risk in the bank’s portfolio and make recommendations to the credit committee.-Work with stakeholders to ensure the sustainability of business growth with no breaches in credit policy.-Set up operation manual and automate data management process, and prepare meeting presentation slides. -Analysed companies’ financial strength and advise the bank on the company’s repayment capacity (cash flow analysis).-Assisted business unit by conducting thematic and industry analysis on a regular basis.

  • Retail Risk & Credit Portfolio Analyst

    Mar 2019 - Mar 2022

  • Corporate Analyst

    Jan 2018 - Feb 2019
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  Tradeview Capital Sdn Bhd

  Mar 2022 - now

  Portfolio Manager