Kerwin Chan, CFA

Experience

• 

  Asia United Bank

  May 2017 - Jul 2017

  Treasury Intern

  • Traded government securities to allow profitability in the bank’s portfolio• Created various reports regularly to assist Senior traders in their decision-making• Recorded various transactions made from all the Asia United banks in the country toappropriately move funds in our different Nostro accounts outside the country• Analyzed the Foreign Exchange trading to aid different clients of AUB who areinterested in the Foreign Exchange market

• 

  Philippine Batteries Incorporated

  Sept 2018 - Oct 2019

  Finance Analyst

  • Lead analyst assigned to create and analyze monthly end-to-end P&L reports of our USA market and Conversion Costs of our Manufacturing Plant• Involved in over US$6.8Mil worth of corporate acquisition and joint ventures in North America. Tasked to lead the financial due diligence process, evaluation of incremental profit, and finalization of the payback period• Forecasted the Income Statement, Balance Sheet, and Cash Flow Statements of our Philippines, Australia and New Zealand Markets• Involved in over Php12Mil worth of CAPEX analysis for the Manufacturing Plant• Analyzed the utilization and allocation of each Motolite Express Hatid Rider to maximize productivity Show less

• 

  COL Financial Group, Inc.

  Nov 2019 - now

  • Analyzed financial and market data to forecast the liquidity, solvency, earnings, and intrinsic valuation of 8 companies specifically under the Telecom, Consumer, and Industrial sectors• Constantly met with the top management of 20 companies to understand their business and identify new catalysts for future growth• Regularly generated research reports to provide timely and sound recommendations to nearly 400,000 COL clients• Helped produce a new strategy product called COL to Action that aims to assist retail investors make decisions based on key investment themes in the current market environment Show less

  • Institutional Equity Sales

    Apr 2022 - now

  • Equity Research Analyst

    Nov 2019 - Apr 2022