Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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ALAN WING YAN YUEN

Investment Analyst

Summary

Sales & Trading | Wealth Management | Due Diligence & Compliance | Prompt Engineering

Versatile investment analyst with 5 years experience in investment research, market analysis, and 10 years in customer relationship management. Exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions. Skilled in quantitative analysis to identify lucrative investment opportunities for clients. Strong experience in conducting investment due diligence and presenting investment proposals to high-net-worth clients.

Overview

11
11
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
5
5
Languages

Work History

INVESTMENT ANALYST

M INVESTMENT
08.2017 - 02.2022
  • Conducted investment research and market analysis for senior management towards managing £50M AUM, outperforming the S&P 500 by 5.7% The portfolio delivers an annualized return of 11.6% with a 1.8 Sharpe ratio and
  • Developed detailed reports covering portfolio returns, risk statistics, and asset allocation identifying the source of alpha and volatility to determine the suitability of the portfolio for internal and external clients.
  • Promote ESG discussion among internal meetings with seniors, encourage them to adopt ESG policy, and convey actionable items at the firm and investment level
  • Constructed investment proposals and cash flow forecasts which introduced high-net-worth clients and prospects with investable assets up to £10M
  • Implemented a risk management strategy that reduced portfolio volatility by 20% compared to industry standards and achieved a 95% retention rate for the portfolio, ensuring client satisfaction and long-term relationships
  • Achieved CAGR of 20% for property investments in Japan and Hong Kong in a 5-year period since 2017 and closed deals on Asian Arts with a total worth of £1M
  • Successfully mitigated potential risks by diversifying the portfolio across asset classes, resulting in a 15% reduction in downside risk.

FLOOR SUPERVISOR

ZARA
03.2014 - 06.2017
  • Fostered positive relationships with customers to enhance loyalty and retention
  • Achieved an average monthly sales target of £30,000, exceeding the company's expectations by 15%
  • Strong leadership skills: Collected customer and market feedback and reported information to company leadership
  • Increased year-on-year sales by 105%, implementing strategic business growth and retention initiatives
  • Supervised 6 sales staff to drive KPI achievement
  • Received numerous positive customer reviews and achieved a customer satisfaction rating of 95%.

SPECIALIST

APPLE INC
08.2011 - 02.2014
  • Assisted managers in visual merchandising and conducted product training for fellow colleagues as a member of the Red Zone Operations Team and the Business Team
  • As a result, achieved the top 1% in customer satisfaction score since 2012
  • Ranked in the top 10% in monthly store revenue ranking for six months and led the team in a one-day shopping event resulting in a 120% increase YOY in revenue
  • Developed, managed, and reviewed the visual design all over the counter in accordance with the brand image to meet marketing and business objectives
  • Supported 2 new store openings and liaised with managers for the daily floor operation reports.

Education

BBA - Accounting And Finance

Hong Kong Shue Yan University
Hong Kong
04.2007 - 04.2011

Msc - Real Estate

UCEM
Reading, UK
01.2017 - 04.2019

Skills

Microsoft PowerPointundefined

Certification

SFC Licenses 1,4,6,7,9

Interests

Football

Reading

Hiking

Timeline

INVESTMENT ANALYST

M INVESTMENT
08.2017 - 02.2022

Msc - Real Estate

UCEM
01.2017 - 04.2019

FLOOR SUPERVISOR

03.2014 - 06.2017

SPECIALIST

APPLE INC
08.2011 - 02.2014

BBA - Accounting And Finance

Hong Kong Shue Yan University
04.2007 - 04.2011

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ALAN WING YAN YUENInvestment Analyst