Hamidah Abu Bakar
Senior Portfolio Manager
Ampang, Selangor,10
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple tasks simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Seeking position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Diplomatic, friendly and hardworking team player bringing necessary experience and knowledge to the team. Ready to help team achieve company goals.
Overview
19
19
years of professional experience
Work History
Senior Equity Portfolio Manager (Team Lead)
Employees Provident Fund (EPF)
12.2019 - Current
- Team lead for the Domestic Equity portfolio, my responsibility is to lead the key unit to manage 54% of the total AUM size of RM143 Bn for the Domestic Equity portfolio.
- Facilitated portfolio performance review and implemented strategies to ensure good ROI & portfolio healthiness.
- Improved overall execution strategy and financial reporting by streamlining control processes and reporting structures.
- Conducted due diligence on prospective investments, ensuring alignment with EPF risk tolerance levels and financial objectives.
- Key liaison officer for the strategic assets review & assessment. Recommended investment strategies to meet financial objectives.
- Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
- Key liaison officer for the EPF Simpanan Konvensional & simpanan Shariah split.
- Key liaison officer for the introduction of Simpanan Shariah.
- To facilitate the continuous development of Domestic Equity fund management team.
Equity Portfolio Manager (Team Lead)
Employees Provident Fund (EPF)
01.2013 - 11.2019
- Continuously refined investment processes, incorporating the latest industry best practices for optimal results.
- Reduced risk exposure by monitoring market developments and adjusting investment strategies accordingly.
- Cultivated a strong network of industry experts to gather insights on emerging trends and potential investment opportunities.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
- Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
Assistant Portfolio Manager
Employees Provident Fund (EPF)
11.2011 - 12.2012
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Developed strategic plans for day-to-day financial operations & trade execution.
- Designed and maintained financial models to identify and measure risks.
- Facilitated portfolio performance review and implemented new strategies.
- Recommended investment strategies to meet financial objectives.
- Conducted thorough research on market trends, economic indicators, and industry data to inform investment decisions.
- Supported senior management in making informed decisions by providing detailed investment analysis and recommendations.
- Maintained strong relationships with clients by addressing concerns and providing regular updates on account activities and market conditions.
- Collaborated with the Portfolio Manager to maintain a diversified portfolio, reducing overall risk exposure.
- Generated alpha by actively managing sector weightings and individual stock positions within the portfolio.
- Complied with established internal controls and policies.
- Enhanced portfolio performance by identifying and analyzing investment opportunities.
- Worked well in a team setting, providing support and guidance.
Senior Investment Analyst
Employees Provident Fund (EPF)
06.2009 - 08.2011
- Presented data-driven recommendations to senior management, resulting in strategic decisions that positively impacted the company''s bottom line.
- Implemented effective risk management procedures to minimize exposure during periods of market volatility.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Met with clients to generate new business and negotiate contracts.
- Monitored market trends and news to identify emerging opportunities.
- Collaborated with cross-functional teams to identify new investment opportunities and assess market trends.
- Identified undervalued stocks through rigorous fundamental analysis which led to increased profitability of managed portfolios.
- Established key procedures for teams preparing documentation, models, and presentations.
- Cultivated a culture of continuous learning within the team by sharing best practices and organizing training sessions focused on industry developments.
Investment Analyst
Employees Provident Fund (EPF)
03.2006 - 05.2009
- Continuously refined analytical methodologies to ensure the highest quality of output while keeping abreast of industry best practices.
- Developed financial models to assess potential investments and identify potential risks.
- Conducted due diligence on potential investments and presented findings to investors.
- Played a pivotal role in the team''s successful navigation of volatile market conditions by maintaining a disciplined, data-driven approach to investment analysis.
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Mentored junior analysts, enhancing their skill sets and contributing to overall team success.
Public Relations Trainee
Great Eastern Life Assurance (M) Berhad
09.2005 - 02.2006
- Collaborated with internal stakeholders to identify newsworthy content and craft compelling press releases.
- Reviewed marketing materials and documents for brand accuracy and trending design.
- Enhanced brand reputation by managing crisis communication initiatives.
- Researched latest market trends and analyzed data to develop public relations strategies and tactics.
- Maximized event impact by coordinating logistics, inviting relevant media contacts, and crafting tailored follow-up materials for attendees.
- Collaborated with other departments to develop integrated branding and public relations strategies.
Credit Officer
AIA Berhad
04.2005 - 08.2005
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Set up and updated customer accounts and CRM with interactions, payments and personal information.
- Monitored accounts for signs of fraud and non-payment issues.
- Reported key performance indicators to department heads for management of positive cash flow and to adjust credit risk policies and procedures.
- Streamlined account reconciliation efforts, resulting in more accurate financial reporting and better decision-making capabilities.
- Improved credit control processes by implementing effective risk analysis and management strategies.
Education
BBA - Finance (Major In Investment)
Universiti Teknologi Mara (UiTM)
Shah Alam, Selangor, Malaysia 04.2001 -
Diploma In Banking
Universiti Teknologi Mara (UiTM)
Machang, Kelantan, Malaysia 04.2001 -
Skills
Strategic Communication
Analyzing investment opportunities
Problem-solving aptitude
Market understanding
Risk Mitigation
Adaptable to market fluctuations
Adaptability and Flexibility
Relationship building and management
Environmental, Social, and Governance Investing
Teamwork and Collaboration
Proactive and Focused
Staff Management
Attention to Detail
Reliability
Timeline
Senior Equity Portfolio Manager (Team Lead)
Employees Provident Fund (EPF)
12.2019 - Current
Equity Portfolio Manager (Team Lead)
Employees Provident Fund (EPF)
01.2013 - 11.2019
Assistant Portfolio Manager
Employees Provident Fund (EPF)
11.2011 - 12.2012
Senior Investment Analyst
Employees Provident Fund (EPF)
06.2009 - 08.2011
Investment Analyst
Employees Provident Fund (EPF)
03.2006 - 05.2009
Public Relations Trainee
Great Eastern Life Assurance (M) Berhad
09.2005 - 02.2006
Credit Officer
AIA Berhad
04.2005 - 08.2005
BBA - Finance (Major In Investment)
Universiti Teknologi Mara (UiTM)
04.2001 -
Diploma In Banking
Universiti Teknologi Mara (UiTM)
04.2001 -