Jacklyn Lam, CFA

Experience

• 

  HSBC

  Jun 2013 - Jul 2013

  Work Placement

  • Managed relationships with high-profile clients and supported senior advisors in strategic decision-making• Analysed customer feedback to identify improvements and presented strategies to improve customer service to internal stakeholders

• 

  Khazanah Research Institute

  Aug 2015 - Sept 2015

  Summer Analyst

  • Contributed to the publication of the first report in the Khazanah Research Institute’s (KRI’s) publication series on international trade and trade policy, one of the key areas in the New Economy for Malaysia (NEM) work trackTitle - Why Trade Matters: Part One [http://krinstitute.org/Publications-@-Why_Trade_Matters_Part_One.aspx] • Collected and analysed data using standard statistical techniques

• 

  Charisma Movement

  Dec 2015 - Jan 2017

  Director

  Charisma Movement is a student-led non-profit organisation created to encourage student volunteerism by providing a reliable and sustainable framework for community service and leadership projects to be carried out in Malaysia.• I monitored progress towards the strategic objectives, policies and goals for the organisation and coordinate efforts across the various departments. • In my time here as director of the organisation, I oversaw and witnessed the success of 3 projects/event held in Malaysia over the summer after months of preparation; 1) Project Teringai-Tumunda: the expansion of an education project into two primary schools in Kota Marudu, Sabah2) Project Penyu: the set up of a turtle conversation project in collaboration with World Wildlife Fund [WWF] Malaysia in Kerteh, Terengganu3) Keep The Heart Beating: Malaysia's first CPR Relay event with 1525 participants in Atria Shopping Gallery, Petaling Jaya, Selangor Show less

• 

  Axiata

  Aug 2016 - Aug 2016

  University Leadership Development Programme

  • Selected as one of 78 participants from thousands of applicants for a prestigious two-week business development and leadership program by South East Asia's largest telecommunications company, focusing on practical leadership skills and navigating real-world business challenges• Team emerged runner-up overall, participating in 5 business simulations

• 

  EPF Malaysia

  Oct 2017 - Aug 2023

  • Solely managed a RM1 billion Global Emerging Market corporate bond portfolio, surpassing the 2022 income target by 10% through tactical sector exposure optimisation and proactive hedging strategies to ensure portfolio resilience• Navigated complex negotiations with counterparties to secure favourable bond prices that significantly boosted portfolio profitability and sustained a 3-year trend of exceeding management’s income targets• Recognised as one of Malaysia’s top investors in Asian G3 bonds in 2022, securing 2nd place for proficiency in interpreting complex datasets and executing informed investment decisions within first year of managing portfolio• Orchestrated the logistics and coordination of a high-profile internal management conference, achieving seamless inter-departmental collaboration within a tight 1-month timeframe Show less • Co-managed a RM9 billion Domestic corporate bond portfolio with track record of achieving >100% yearly income targets for two consecutive years• Developed a comprehensive portfolio performance tracking tool to streamline daily monitoring, which aided strategic investment decision-making and optimised operational efficiency • Spearheaded the 1st strategic sale of high-volume domestic bonds and collaborated closely with middle office to develop and implement key processes and guidelines, streamlining transaction workflows for improved efficiency Show less • Engineered a pioneering portfolio optimisation framework that enhanced fund allocation decisions to external global bond mandates, immensely improving analytical capabilities and strategic asset allocation • Strengthened relationships with external fund managers, ensuring portfolio performance was rigorously aligned with strategic investment goals, maximising returns and reducing performance discrepancies• Enhanced senior management decision-making by preparing detailed quarterly reports and performance dashboards, leading to improved fund allocation strategies and optimised portfolio returns aligned with strategic investment goals Show less

  • Assistant Manager, Global Fixed Income Portfolio Manager (Emerging Market)

    Jan 2022 - Aug 2023

  • Assistant Manager, Domestic Fixed Income Portfolio Manager

    Jan 2020 - Dec 2021

  • Executive, Fixed Income Strategy Analyst

    Nov 2018 - Jan 2020

  • Executive, External Fund Manager

    Oct 2017 - Nov 2018
• 

  Khazanah Nasional Berhad

  Oct 2024 - now

  Assistant Vice President, Investments