Teng Ni How
Summary
-Investment professional with years of investment experience gained in Financial Institution specialize in portfolio construction and modeling, asset allocation setting, yield forecasting, multi asset portfolio attribution analytic, risk & compliance and investment data/ market research
-Possess quantitative analysis skill, strong interpersonal and problem solving skills including flexibility and adaptability in a dynamic environment
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investment Manager
Tokio Marine Life Insurance Singapore Ltd
09.2022 - Current
- Performance Attribution: Developed and report detailed analysis of investment performance, portfolio attributes and benchmark composition
- Statutory Limits: Monitored and managed investment portfolio exposures and guidelines limit
- Stress-testing: Performed Investment-related stress testing such as interest rates shocks and scenario testing including ESG-related assessments
- Alternatives Investment: Evaluated alternative investments such as private credits
- Review of Contracts: Negotiated favorable GMRA/ISDA terms with counterparties
- Key Risk Indicators: Created financial dashboards to provide insights into key risk indicators
Manager, Portfolio Analytic & Risk
Great Eastern Life Malaysia
05.2016 - 09.2021
- Market Trend: Developed dashboard to update BOD & SMT on the world equity index, global & local yield, currencies, and capital flows
- Asset Allocation Strategy: Formation of SAA & TAA strategy (including geographical & duration allocation mix) to meet target beta and alpha return. Performed historical proxy returns, standard deviation, and correlation studies
- Budget Forecast: Formulated short (1 year) & long term (5 years) annual budget & performed Asset Under Management projection (MYR91 billion) and monthly portfolio income forecast (dividend yield /interest yield)
- Portfolio Valuation: Interpolated yield curve to perform mark- to- market valuation and interest rate & credit spread analysis
- Portfolio Attribution Analytics: Production of fund's performance and attribution of multi- asset portfolios. Communication of detailed analysis and insight on investment returns & deviations from the benchmark, positioning, and portfolio movements to stakeholders
- Market Research & Product Analysis: Developed industrial benchmarking (15 competitors) and market research for Investment- linked products (292 ILFs).
- Onboard New Asset Class: Successfully onboarded new instrument worth USD 15.7 million to the multi-asset portfolio. Coordinated cross-functionally to ensure the readiness of people, system, and infrastructure
- Business Strategy: Managed delivery of business strategy project for system decommission (cost- saving MYR 220 thousand per annum) & data mart integration including requirements gathering, implementation monitoring, knowledge transfer, and post-implementation support
- ESG: Performed ESG impact analysis and executed exit strategy (USD 4.26 million). Production of transition roadmap including collaboration with MSCI & FTSE team for benchmark customization. Engaged with the central bank for survey & framework formulation
- Processes: Overhauled investment processes including automation and re- engineered database resulting in an average of 145% reduction in turnaround time to achieve efficiencies and eliminate risks
- Trading Rules: Identified risk parameters and designed effective rules including investigation of reasons for breaches and escalation. Conducted periodic review of Risk and Control Matrix including sample testing
- Policy & SOP: Reviewed investment-related policies and enhanced functions of investment processes to ensure compliance with regulatory requirements
- Audit: Primary point of contact for audit issues, liaise with internal & external auditors, and maintain good rapport with regulators
Education
Association of Chartered Certified Accountants (ACCA) -
ACCA
12.2015
Diplomacy in Accountancy -
SEGI University
04.2011
Elementary & High School -
SMK Seg Hwa
12.2008
Skills
- Advanced Excel skills (VBA Macros)
- Dashboard Visualization (Tableau)
- Financial modeling (projections and scenario analysis)
- Research and data analysis (industry and market analysis)
- Expertise in Bloomberg and Aladdin
- Knowledge of various financial products (Equity, Private Equity, Fixed Income, Corporate Loan, Money Market, FX, Structured Products, and Derivatives)
Certification
- Chartered Financial Analyst (Level 1)
- Agile Project Management
- Tableau Fundamental to Advanced
- Python and R Programming
- Machine Learning for Trading
- Decentralized Finance (DeFi): The Future of Finance
- Introduction to Cryptocurrency
Languages
English
Mandarin
Cantonese
Malay
Personal Information
Nationality: Malaysian
Timeline
Investment Manager
Tokio Marine Life Insurance Singapore Ltd
09.2022 - Current
Manager, Portfolio Analytic & Risk
Great Eastern Life Malaysia
05.2016 - 09.2021
Association of Chartered Certified Accountants (ACCA) -
ACCA
Diplomacy in Accountancy -
SEGI University
Elementary & High School -
SMK Seg Hwa
- Chartered Financial Analyst (Level 1)
- Agile Project Management
- Tableau Fundamental to Advanced
- Python and R Programming
- Machine Learning for Trading
- Decentralized Finance (DeFi): The Future of Finance
- Introduction to Cryptocurrency
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