Football
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 PowerPointPower BIFactSetBloomberg TerminalSalesforce CRM
Financial and operational reporting
Industry analysis
Business Development
Advanced financial analysis
Critical Thinking
Problem-Solving
Multitasking Abilities
Data trending
Investment analytical systems
Regional equity portfolios
Strategic financial planning
Investment performance analysis
Investment philosophy
Performance attribution
Equity markets
Mezzanine transactions
Expertise in Excel
Certification
SFC Licenses 1,4,6,7,9
Interests
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