Lynn Woo Su Lin
Simei
Summary
Senior Investment Professional with over 20 years of success in dynamic Capital and Financial Markets, specializing in public market portfolio construction, execution, and risk management. Expertise encompasses all major asset classes, including equities, fixed income, treasury, and derivatives. Successfully managed the full investment lifecycle, including asset allocation, portfolio construction, trade execution, and risk management while delivering compelling presentations that articulate fund performance and investment strategies.
Bilingual in Mandarin and English, with exceptional communication skills and a strong work ethic; results-oriented professional thriving in fast-paced environments and embracing challenges with discipline and perseverance, honed through participation in ultramarathons.
Overview
27
27
years of professional experience
Work History
Chief Portfolio Manager – Relevant Representative of the Company
ZICO Asset Management
01.2019 - Current
- Grew fund AUM by more than 40% per annum over 5 years. Oversee the portfolio and risk management of the Funds under management. Owned end to end trade execution for the desk.
- Lead and provide Funds’ trading strategy and direction to the PMs. General oversight of the Funds’ PMs, providing guidance and advice.
Portfolio Manager – Relevant Representative of the Company
Advance Capital Partners Asset Management
01.2018 - 01.2019
- Responsible for managing the funds’ USD3million portfolio and ensuring the funds’ strategy is aligned with our mandate. Oversee the overall operation of our funds, from the regulatory viewpoint to risk management. Updating and meeting the investors on a regular basis, on the performance and the strategy and direction of the funds.
Vice President - Trading Representative (TR) License
CIMB Securities (Singapore) Pte Ltd
01.1999 - 01.2018
- Served as a single point of contact for my high net worth individual clients. I managed more than 100 HNW individuals and responsible for retaining, servicing and expanding client’s relationships through partnering with investment, marketing, legal and operational professionals in the company to customize solutions for them.
- In addition to the above, I also take care of more than ten corporates and BVI accounts. I had to arrange and liaise with the corporates and/or their Investor Relations Representatives regularly to assist them in matters related to corporate actions like share buy backs and share placements, giving them regular regional investment updates for effective portfolio management and arrange marketing roadshows for their fund-raising efforts.
- Promoted to Team Leader in 2011. Providing leadership and guidance to motivate a team of six, assisting the Trading Representative in order execution, monitoring of client’s margin exposures against market movements and assessing the risk impacts affecting the client’s investment portfolio. Quarterly performance reviews updates to provide feedback to TR and risk management of clients.
Associate Vice President - Trading Representative License
CIMB Securities (Singapore) Pte Ltd
01.2001 - 01.2003
- Spearheaded the setting up of the Structured Product Desk and was involved in the whole process from the meeting of various corporates counter parties to structuring our own Equity-linked Notes, to hedging positions and the training and marketing of the product to the TR and their clients.
Echannels/House Trader
CIMB Securities (Singapore) Pte Ltd
01.1999 - 01.2000
- Had close to 500 retail client accounts under my care to assist them in their daily trading matters, with special attention to those with Malaysia Clob Holdings. Able to multi-task and communicate with clients from all walks of life to work through their priorities and need.
Echannels Call Centre Supervisor
CIMB Securities (Singapore) Pte Ltd
01.1999 - 01.2000
- To supervise a team of Call Centre Executives to ensure smooth running of Call Centre. Includes Call Coaching, Monitoring, Generation of Management Reports, Ensure Service Level Agreements and Key Performance Indicators are met. Develop Training materials and conduct training sessions on our Online Portal to our clients and dealers. Involvement in the system implementation of GohDirect (Trading portal) through gathering requirements for system specifications, conducting User Acceptance Tests, and collecting feedback for system enhancements.
Education
Bachelor of Business Administration - Marketing
National University of Singapore
01.1997
Full GCE ‘A’ Level Certificate - undefined
Tampines Junior College
01.1993
Full GCE ‘O’ Level Certificate - undefined
Cedar Girls Secondary School
01.1990
Full Primary Six Leaving Examinations - undefined
Canossa Convent Primary
01.1986
Skills
- Equity valuation
- Portfolio construction
- Risk assessment
- Capital markets
- Client relationship management
- Effective communication
- Reliability
- Team management
Achievements
Spearheaded the setting up of the Electronic Trading Bilingual Call Centre. With shortlisting of vendors for the procurement of Telco systems and CRMS software. Participated in the User Acceptance Test (UAT) Team to test the system and provided feedback for improvements and enhancements. Involved in the task force to roll out the full Customer Relationship Management System. From installation onsite, conducting user training, to coordinating with vendors to troubleshoot user problems.
PERSONAL ACHIEVEMENTS
- Participated in the Western States Endurance 100miles run in the USA in June 2018.
- Top Ten Female Trail Ultra Runner in Singapore; Conducting Running Workshops to educate, encourage and inspire.
- Volunteered as a PACER for various running events like the Sundown Marathon in 2011 and 2012 and Young NTUC Run350 events, and Great Eastern Women’s Run in 2016.
- Displayed diligence in the training and Strong mental discipline in completion of these endurance trail races.
Timeline
Chief Portfolio Manager – Relevant Representative of the Company
ZICO Asset Management
01.2019 - Current
Portfolio Manager – Relevant Representative of the Company
Advance Capital Partners Asset Management
01.2018 - 01.2019
Associate Vice President - Trading Representative License
CIMB Securities (Singapore) Pte Ltd
01.2001 - 01.2003
Vice President - Trading Representative (TR) License
CIMB Securities (Singapore) Pte Ltd
01.1999 - 01.2018
Echannels/House Trader
CIMB Securities (Singapore) Pte Ltd
01.1999 - 01.2000
Echannels Call Centre Supervisor
CIMB Securities (Singapore) Pte Ltd
01.1999 - 01.2000
Full GCE ‘A’ Level Certificate - undefined
Tampines Junior College
Full GCE ‘O’ Level Certificate - undefined
Cedar Girls Secondary School
Full Primary Six Leaving Examinations - undefined
Canossa Convent Primary
Bachelor of Business Administration - Marketing
National University of Singapore