Zachary Ong, CFA
Equity Investment Analyst
Singapore
Summary
Self-driven and meticulous investment analyst with 6 years of experience in equity research, securities evaluation, and market analysis. Proven ability to identify investment opportunities, analyse deals, and track market trends, combining strong market awareness with accuracy and effective team collaboration.
Overview
10
10
years of professional experience
30
30
years of post-secondary education
Work History
Investment Analyst, Associate Director
Barings Asset Management
04.2022 - Current
- Lead analyst for Singapore, Indonesia, and Philippines equities, with a key focus on the the flagship ASEAN Fund, and idea contributions to the Asia ex-Japan, GEM, Global International, and Global Small Cap strategies.
- Recognised for delivering alpha-generating ideas, with a core strength in identifying and investing in high-quality small and mid-cap companies with long runway for growth and valuation re-rating potential.
- Conduct deep-dive fundamental research to assess investment merits and pinpoint stock-specific catalysts.
- Perform over 150 company engagements annually, including site visits, management meetings, and consultations with industry contacts to develop differentiated insights.
- Produce detailed sector and company research notes used by investment, sales, and client portfolio management teams globally.
- Drive idea generation by contributing insights on market developments and thematic trends, and presenting high-conviction investment theses to Global Equities platform.
- Integrate ESG considerations into investment analysis and engage with management teams to drive ESG improvements.
- Support client engagement by preparing and delivering investment updates and participating in pitches to prospective clients.
- Initiate and develop new ideas for pitchbooks and client materials to enhance communication of investment strategies.
- Conduct performance attribution analysis and provide actionable recommendations to improve portfolio outcomes.
Equity Investment Analyst
Schroder & Co Asia Limited
07.2019 - 03.2022
- Covered global equity markets, including ASEAN, as a generalist, delivered actionable BUY/SELL recommendations to portfolio managers.
- Generated profitable, alpha-producing investment ideas through fundamental research and bottom-up stock selection.
- Contributed high-conviction ideas in research meetings and shaped strategic and tactical positioning for customised discretionary portfolios.
- Conducted periodic portfolio reviews and performance attribution analysis.
- Collaborated with sales teams to identify market trends and develop tailored investment solutions for prospective and existing clients.
- Supported pitches and presentations for prospective and existing clients, providing investment insights and materials to strengthen engagement.
Equity Investment Analyst
Value Partners Asset Management
12.2015 - 06.2019
- Covered consumer staples, consumer discretionary, industrial, and REIT sectors across ASEAN and India, delivered actionable BUY/SELL recommendations to portfolio managers overseeing a combined AUM of over USD 1 billion.
- Specialised in fundamental bottom-up analysis and developed high-dividend-yield ideas for income-focused mandates.
- Conducted on-site company due diligence locally and overseas.
- Analysed IPOs and prospective deals and built detailed earnings models.
- Served as assistant adviser for the external equity advisory business and kept the investment team informed of significant developments within research coverage.
- Conducted performance attribution analysis, prepared marketing pitchbooks, and authored market commentaries for selected funds.
Education
Chartered Market Technician - CMT level 3 Candidate -
01.2020 - Current
Chartered Financial Analyst - undefined
CFA
01.2019 - Current
Bachelor of Business - Finance
Nanyang Technological University
05.2012 - 12.2015
undefined
10.2011 - Current
Timeline
Investment Analyst, Associate Director
Barings Asset Management
04.2022 - Current
Chartered Market Technician - CMT level 3 Candidate -
01.2020 - Current
Equity Investment Analyst
Schroder & Co Asia Limited
07.2019 - 03.2022
Chartered Financial Analyst - undefined
CFA
01.2019 - Current
Equity Investment Analyst
Value Partners Asset Management
12.2015 - 06.2019
Bachelor of Business - Finance
Nanyang Technological University
05.2012 - 12.2015
undefined
10.2011 - Current
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