Motivated, results-driven and dedicated professional in unit trust industry with history of meeting company goals utilising consistent and organised practices and excellent time management skills. Skilled in working under pressure and adapting to new situations and challenges.
In charge of establishing new unit trust fund (retail and wholesale) from the proposal stage until submission of documents to the regulatory for approval.
In charge of funds' administration such supplemental deed, supplemental prospectus/information memorandum.
Produce a monthly updates and analysis on the new funds established in Malaysia.
Liaise with global business partners such as Schroders Investment Management and SEI Investment Corporation.
In charged of preparation of funds' annual report and submission to the regulator.
In charged of preparation of funds' prospectus and submission of the prospectus to the regulator.
Liaised with the external fund managers for their monthly funds' performance report.
Liaised with vendors for printing of annual and interim reports as well as posting out to the unit holders.
In charged of preparation of ASNB funds' annual and interim reports and submission to the regulatory.
Involved in funds' dividend distribution system test.
Liaised with vendors for printing of annual and interim reports and distribution to the unit holders.
In charged of processing money market transactions such as placement and repurchase.
Liaised with banks for confirmation of transactions.
Lipper Investment Management System
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