Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nai Wan Yan

Equity Research Analyst

Summary

A critical-thinking equity analyst who shows strong passion in equity market, work well under fast-paced environment and ready to take up any challenges. I take pride in my time management skills and ability of fast learning. Aside being trained in my leadership skills, I have also proven to a humble team player who takes initiatives in completing tasks exceed of the expectations

Overview

1
1
year of professional experience
4
4
years of post-secondary education
2
2
Certificates
4
4
Languages

Work History

Equity Research Analyst

Takaful Malaysia
09.2021 - Current

Buy-side analyst with coverage experience in: Consumer, Tech, Logistic, Telco & REITs

  • Analyze & identify current and new stock ideas and opportunities.
    Prepare sector/ company updates and write ups.
  • Weekly reporting to management on the stock movement company's stock selection list, automated the template with Microsoft Excel.
  • Prepare & present global research and reports as an ad-hoc project assigned by the CIO.
  • Actively participate in analyst briefing and corporate meetings to understand on the company financials and sector outlook.
  • Assist in reviewing distress stocks and make necessary recommendations.
  • Actively participate in one-to-one teach-in session with brokers analyst.
  • Committee Member of Panel Brokers Review

Management Trainee - Financial Risk Management

Takaful Malaysia
12.2020 - 08.2021
  • Preparation of financial risk dashboards & slides for quarterly Management Risk Committee (MRC) meeting.
  • Carried out 6 independent risk assessment on modification of existing/ introduction of new takaful products.
  • Perform regular review of Risk Management framework, guidelines such as ERM, Risk Appetite Statement and ICAAP review.
  • Take lead in ad-hoc projects assigned by CRO such as launching ERM e-learning to all staffs.
  • Initiate and kick-start in organizing knowledge sharing presentation to the whole risk management department.

Education

Bachelor of Science - Actuarial Science & Finance

UCSI University
09.2017 - 05.2020

A-Levels -

Inti International College Penang
01.2016 - 07.2017

Skills

    Equity research

Company research

Microsoft Excel

Research presentation

Attention to Detail

Multitasking Abilities

Leadership

Excellent Communication

Certification

SOA Exam P

Timeline

SOA Exam FM

11-2022

Equity Research Analyst

Takaful Malaysia
09.2021 - Current

Management Trainee - Financial Risk Management

Takaful Malaysia
12.2020 - 08.2021

SOA Exam P

03-2018

Bachelor of Science - Actuarial Science & Finance

UCSI University
09.2017 - 05.2020

A-Levels -

Inti International College Penang
01.2016 - 07.2017
Nai Wan YanEquity Research Analyst