Diana Teo Keet Queen
Senior Equity Specialist
Kuala Lumpur,Desa Parkcity
Summary
Senior Equity Analyst with over 15 years of experience specializing in the China, Malaysia, and Singapore markets across diverse sectors including property, China internet, consumer goods, gloves, healthcare, transportation, building materials, and non-bank financials. Proficient in fundamental analysis, evaluating investment opportunities, and formulating market strategies. Recognized with two Starmine awards for being the top stock picker in the real estate sector and the sixth overall in Asia, as well as The Edge’s Best Call award in the building materials sector. Enthusiastic about transitioning to buy-side equity research and portfolio management to leverage analytical skills and comprehensive industry knowledge in making strategic investment decisions for a dynamic investment team.
Overview
22
22
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Senior Equity Specialist
CIMB CIO Office
Kuala Lumpur
5 2023 - Current
- Provide investment advisory and formulate investment strategy and asset allocation for clients' portfolios,
- Generate stock ideas across Malaysia, Singapore and China markets, contributing to positive returns in model portfolio
- Lead analyst for China equities, overseeing macroeconomic trends and contributing to market strategy and outlook
- Collaborate with investment advisors and consultants to drive department revenue, increase AUM and meet clients' investment objectives
- Conduct regular portfolio reviews for clients' portfolios
- Tactical Malaysian property stock ideas contributed 30-120% returns since inception of model portfolio
Equity Specialist
CIMB Private Banking
08.2016 - 05.2023
- Conducted financial analysis and market research for stocks, IPOs and placements
- Initiated coverage on China internet, consumer and transport sectors across key markets
- Key presenter in client roadshows on market outlook, addressing Q&As across asset classes
- Reduced risk exposure by implementing diversification strategies within clients'' equity portfolios
- Consistently met or exceeded performance benchmarks set forth by senior management through diligent monitoring of individual stock positions
- Developed strong relationships with clients by maintaining open communication channels and addressing concerns promptly
- Provided equities training for new private bankers as part of onboarding program
Investment Analyst
KAF Research (alliance with Jefferies)
08.2008 - 07.2016
- Developed financial models and performed fundamental analysis for stocks in property, gloves, healthcare, building materials and non-bank financial sectors
- Consistently in top tier ranking by institutional clients on investment calls, excellent client servicing and corporate relationship
- Provided corporate access for key local institutional clients and offshore clients from Jefferies (US, UK and ASEAN regions) through company visits, non-deal roadshows, conferences, site visits and conference calls
- Conducted regional marketing trips to promote stock ideas.
- Provided timely recommendations on buy, hold, or sell actions based on extensive company and industry research.
- Participated actively in client meetings by presenting insightful findings that informed strategic decision-making processes.
- Mentored junior analysts, enhancing their skill sets and contributing to overall team success.
Consultant
Accenture
01.2005 - 07.2008
- Led and trained a team of forty clients in core systems implementation project for Employees' Provident Fund (EPF) over two years
- Fast-track promotion from Analyst to Consultant
- Managed multiple stakeholders including CFOs and senior management in the merger of Sime Darby, Guthrie and Golden Hope
- Regional team lead for Finance & Business Control functions in a business process improvement project overseeing 5 countries in the ASEAN region for L'Oreal Group
- Develop a business case and cost-benefit analysis in a strategic planning project for Ambank Group retail banking business
- Managed client relationships through regular check-ins and updates on project progress.
- Supported clients with business analysis, documentation, and data modeling.
Intern
Accenture
12.2003 - 02.2004
- Gained valuable experience working with the Analysis and Design team for business process reengineering project for EPF.
- Analyzed problems and worked with teams to develop solutions.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
Intern
PricewaterhouseCoopers Advisory Services
12.2002 - 01.2003
- As part of the Mergers and Acquisition consulting team, developed proposals and analyzed potential merger, divestment or acquisition options for clients.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Education
Double degree in Bachelor of Commerce (majoring in accounting & finance) & Bachelor of Information Systems -
The University of Melbourne, Australia
07.2000 - 05.2004
South Australia Matriculation Program - undefined
Taylor's College, Malaysia
Sijil Pelajaran Malaysia (SPM) - undefined
Damansara Jaya Secondary School, Malaysia
Skills
Fluent in English and Malay, Basic Mandarin, Hokkien and French (Level 1 class)
Microsoft Office, Bloomberg & basic programming
Financial modeling and stocks fundamental analysis
Investment strategies and advisory
Certification
ABRSM Grade 8 certificate in piano performance & theory of music
Honoursawards
- Thomson Reuters' Starmine awards for No. 1 stock picker in the real estate sector and No. 6 overall stock picker in Asia (2014)
- The Edge Malaysia's Best Call award for non-consensus bullish call on Lafarge Malayan Cement (2010)
- Global Financial Services Client Excellence Award for the target operating model implementation project at Accenture (2005)
- Dean's Honour List for Bachelor of Information Systems at The University of Melbourne (2002)
- Tan Sri Dato' Dr. Loy Hean Heong full scholarship award for South Australian Matriculation program at Taylor's College (1999)
- Certificate of Recognition for high academic achievement in the South Australian Matriculation program (1999)
- Damansara Jaya Secondary School SPM high achievement award (1998)
References
Available upon request.
Timeline
Equity Specialist
CIMB Private Banking
08.2016 - 05.2023
Investment Analyst
KAF Research (alliance with Jefferies)
08.2008 - 07.2016
Consultant
Accenture
01.2005 - 07.2008
Intern
Accenture
12.2003 - 02.2004
Intern
PricewaterhouseCoopers Advisory Services
12.2002 - 01.2003
Double degree in Bachelor of Commerce (majoring in accounting & finance) & Bachelor of Information Systems -
The University of Melbourne, Australia
07.2000 - 05.2004
Senior Equity Specialist
CIMB CIO Office
5 2023 - Current
South Australia Matriculation Program - undefined
Taylor's College, Malaysia
Sijil Pelajaran Malaysia (SPM) - undefined
Damansara Jaya Secondary School, Malaysia
Similar Profiles
Algenon WillisAlgenon Willis
PMO Manager - Technology Business Management at IBM Corporation - CIO OfficePMO Manager - Technology Business Management at IBM Corporation - CIO Office
Cynthia JordanCynthia Jordan
Contracting Officer Technical Representative (COTR) at OIC CIO OfficeContracting Officer Technical Representative (COTR) at OIC CIO Office
Stephanie Woodring TutkoStephanie Woodring Tutko
Deputy Chief Data & AI Officer at Department of Navy (DON) Chief Information Office (CIO)Deputy Chief Data & AI Officer at Department of Navy (DON) Chief Information Office (CIO)