IAN TAM
Singapore
Summary
Hello! I am a graduate from Temasek Polytechnic with a Diploma in Accountancy and Finance. Through working with others, I have developed skills in teamwork, communication, and problem-solving. During my academic journey, I was placed in the top 25% of my cohort. I am eager to continue honing new skills and gain relevant experience before beginning my university education. I bring a disciplined, detail-oriented approach and a strong willingness to learn, allowing me to contribute effectively in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Investment Operations Specialist
HSBC
Singapore
09.2023 - 05.2025
- Liaise with fund managers, custodians, fund accountants.
- Ensure timeliness, accuracy of trades and investment back-office processes.
- Review NAV reports and bid offer prices for investment-linked funds.
- Support new fund launches, regional project initiatives, system enhancements and streamlining, ensure compliance with local regulations (MAS307/CPF guidelines), internal policies/SOPs, KYC documentations, unit reconciliations, benchmark analysis, expense ratios, bank recon, balance sheets etc.
- Support the implementation of Excel Formulas and Excel VBA Macros in a risk-controlled environment to consolidate and streamline working files for daily operational usage with simplified checklists, streamlining preparing and reviewing efficiency by 25% for over 100 ILPs' Funds.
Customer Care Officer
People's Association
Singapore
08.2021 - 10.2021
- Handle general campaign enquiries via calls
- Assisted customers in navigating services, ensuring understanding and satisfaction with offerings.
- Identify and document issues and feedback
- Delivered exceptional customer support through effective communication and problem-solving skills.
Education
Diploma - Accountancy and Finance
Temasek Polytechnic
Singapore05-2024
Skills
- Communication Skills
- Microsoft Excel
- Data Entry
- Sage 300 Software
- IBM AS400
LANGUAGES
English
Mandarin
Timeline
Investment Operations Specialist
HSBC
09.2023 - 05.2025
Customer Care Officer
People's Association
08.2021 - 10.2021
Diploma - Accountancy and Finance
Temasek Polytechnic
Community Service and Co-Curriculum Activities
Singapore,
- I hosted and planned self-initiated Charity Bidding for BEKINDSG, Children's Cancer Foundation and Singapore Children's Society. I was invited on Mediacorp to share about my experience Bidding for Charity
- Main-Committee Member of Business Studies Club (Temasek Polytechnic), where I organised and planned events for the School of Business Faculty