Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Extracurricular Activities
Timeline
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Wan Yue Tam (Jason)

Summary

  • Highly motivated finance analyst pursuing opportunities in further enhancing qualitative and quantitative analytical skills.
  • Proactive and passionate to listen, learn and support superiors in accomplishing tasks assigned.
  • Build up cross-department relationships to broaden social networks.
  • Proficient in using Bloomberg Terminal or S&P Capital IQ in extracting and analyzing data and indicators.

Overview

4
4
years of professional experience

Work History

Business Valuation Analyst

Crowe Horwath First Trust Appraisal Pte Ltd
11.2022 - Current
  • Conduct comprehensive financial analysis, utilising various approaches and methodologies including discounted cash flow (DCF), comparable company analysis (CCA), precedent transactions, and option pricing models (OPM, i.e. Black Scholes Model and Binomial Option Pricing Model), to perform valuation on businesses, financial instruments and tangible assets.
  • Prepare detailed valuation reports and presentations for clients including highlighting key findings and assumptions to ensure clarity and transparency in communication.
  • Collaborate with clients to gather relevant data and information for valuation purposes, ensuring alignment with industry standards and regulatory requirements.
  • Perform due diligence on target companies, assessing financial statements, industry trends, and market dynamics to identify value drivers and risks.
  • Participate in discussions and meetings with clients, articulating complex financial concepts and findings in a concise and understandable manner to support decision-making processes.

Investment Associate Analyst

Fortress Capital Asset Management Sdn Bhd
01.2022 - 10.2022
  • Conduct thorough investment research and due diligence, analyzing financial statements, industry trends, and economic indicators to identify potential investment opportunities and risks.
  • Develop and maintain financial models to assess the valuation and performance of public listed companies
  • Generate investment recommendations and present findings to senior management and investment committees, providing insights into market trends, competitive positioning, and growth prospects.
  • Collaborate with portfolio managers and traders to implement investment strategies and execute trades, ensuring alignment with investment objectives and risk parameters.
  • Participate in conference calls of the companies to ensure updated information better support the prospect of the companies.
  • Monitor portfolio performance and asset allocation, identifying opportunities for rebalancing and optimizing risk-adjusted returns.

Investment Admin Executive

Fortress Capital Asset Management Sdn Bhd
06.2020 - 12.2021
  • Execute trades in equities, leveraging advanced trading platforms and algorithm to achieve optimal execution.
  • Monitor market trends and liquidity conditions, analyzing and extracting macroeconomic indicators and news events to identify investment opportunities.
  • Assisted in market research and analysis, monitoring price movements and trading volumes to identify trading opportunities.
  • Managed trade reconciliations and settlements, ensuring accuracy and efficiency in trade processing.
  • Collaborated with operations and compliance teams to ensure adherence to regulatory requirements and internal policies.

Education

Bachelor of Science in Financial Analysis

Sunway University

Skills

  • Microsoft Excel, Words and Powerpoint
  • Financial Modelling
  • Stock Fundamental Analysis
  • Bloomberg Terminal and S&P Capital IQ
  • Performance attribution and reporting

Accomplishments

  • Passed CFA Level 2 examination in year 2023
  • Passed CFA Level 1 examination in year 2021

Languages

English
Mandarin
Malays

Extracurricular Activities

Executive Member, Chinese Independent School Alumni (CISA) Club in Sunway University, 2017 - 2019

  • Organized several activities and events with an aim to replenish traditional cultures and bonding between alumni from different Chinese independent schools.

Executive Committee Member, Sunway Business Investment Society (SBIS) in Sunway University, 2017 - 2019

  • Organized seminars and speeches regarding investment knowledge from professional expertise in finance industry.

Timeline

Business Valuation Analyst

Crowe Horwath First Trust Appraisal Pte Ltd
11.2022 - Current

Investment Associate Analyst

Fortress Capital Asset Management Sdn Bhd
01.2022 - 10.2022

Investment Admin Executive

Fortress Capital Asset Management Sdn Bhd
06.2020 - 12.2021

Bachelor of Science in Financial Analysis

Sunway University

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Wan Yue Tam (Jason)