Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Derick Yew Yi Gan

Senior Equity Analyst
Kuala Lumpur

Summary

Senior Equity Analyst at Areca Capital with a proven track record in generating profitable investment ideas through rigorous research and analysis. Skilled in financial modeling and relationship building, I effectively supported strategic decision-making and enhanced portfolio returns by delivering compelling investment thesis and insights during earnings seasons.

Overview

7
7
years of professional experience

Work History

Senior Equity Analyst

Areca Capital
03.2021 - Current
  • Co-managing with Fund Managers to maximized portfolio returns by diligently researching and selecting high-potential stocks.
  • Developed strong relationships with management and sales teams, fostering open communication and information exchange.
  • Participated in industry conferences and events, staying current on the latest investment trends and expanding professional network.
  • Covering sectors from Construction, Property, Commodities, Building Materials, Industrials and REITs
  • Generated profitable investment ideas through in-depth industry and company analysis.
  • Delivered detailed investment thesis presentations to senior management for consideration in strategic decision-making processes.
  • Provided support during earnings season by preparing summaries of key findings from conference calls and analyst meetings for internal use.
  • Maintained a high level of knowledge about assigned sectors, participating in industry conferences and events regularly.

Personal Wealth Associate

UOB Bank
11.2019 - 03.2020
  • Attended training to enhance and sharpen knowledge on various wealth products and skills
  • Conduct extensive service calls to customers to provide insights on the various wealth solutions and products
  • Pitched and sold various wealth products to cater for client’s long term financial objectives


Summer Intern (Equity)

UOB Kay Hian
05.2018 - 08.2018
  • Performed extensive fundamental analysis on numerous public listed companies in the technology and consumer staples sector
  • Valued equities using comparable companies’ analysis and assisted analysts in producing research reports
  • Analysed the key drivers and trends of the Malaysian healthcare industry and presented findings to the Head of Research

Education

Bachelor of Arts - Management With Accounting

University of Westminster
London, United Kingdom
04.2001 -

GCE A-Levels -

HELP College
Kuala Lumpur, Malaysia
04.2001 -

Skills

Microsoft Excel

Investment research

Financial statement analysis

Portfolio management

Equity valuation

Earnings forecasting

Company research

Financial modeling

Equity research

Macroeconomic analysis

Industry analysis

Relationship building

Teamwork

Additional Information

  • Language: English (Native), Mandarin (Intermediate)
  • IT: Microsoft Office (Excel, Word, Powerpoint), Bloomberg Terminal

Timeline

Senior Equity Analyst

Areca Capital
03.2021 - Current

Personal Wealth Associate

UOB Bank
11.2019 - 03.2020

Summer Intern (Equity)

UOB Kay Hian
05.2018 - 08.2018

Bachelor of Arts - Management With Accounting

University of Westminster
04.2001 -

GCE A-Levels -

HELP College
04.2001 -

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Derick Yew Yi GanSenior Equity Analyst