Isabelle Tan

Investment Solutions Team:

• Conducted investment research across equities, fixed income, and alternatives
• Conducted thorough portfolio analysis and attribution using Microsoft Excel
• Performed competitor analysis for key multi-asset funds using platforms such as Morningstar, Bloomberg, and eVestment
• Quantitative analysis for key funds vs benchmarks e.g. rolling returns, tracking error, alpha, and information ratio, dollar weighted alpha
• Drafted pitch decks for key clients using Microsoft Powerpoint
• Cash management for 5 Australian funds to prevent OD

Institutional Sales:

• Attended client meetings with key central banks, SWFs, statutory boards, and insurers
• Drafted business strategy deck for FY25
• Drafted sales pitches through shortlisting key funds for proposal based on top quartile performance

• Devised a strategy to digitalise the wealth management client onboarding process by identifying gaps and potential interventions in the current manual process
• Synthesised survey results using Excel to facilitate the organisation of 3 division-wide welfare events
• Team leader of assigned intern group; successfully planned and hosted a senior speaker session with the APAC CFO

• Assembled a proposal centred on the opportunities in renewable energy for a large British multinational conglomerate
• Developed a growth strategy for a US-based tech company specialised in baby monitoring
• Analysed and presented data intuitively and concisely using Excel, ThinkCell and PowerPoint