Ryan Lee Wei Hoong
Kuala Lumpur
Summary
Dedicated Portfolio Monitoring Analyst with expertise in data accuracy and stakeholder communication. Skilled in advanced Excel and financial analysis, ensuring precise reporting, and enhanced client satisfaction. Adept at collaborating with cross-functional teams to deliver quality insights, and maintain compliance across diverse portfolios.
Overview
3
3
years of professional experience
Work History
Portfolio Monitoring Analyst
Linnovate Partners
03.2023 - Current
- Process and analyze quarterly and audited financial statements for a diverse portfolio of clients, including private equity funds, fund-of-funds, direct investments, and hedge funds, ensuring accuracy and compliance with reporting standards.
- Delivered clients' monthly report on time, summarizing portfolio performance, investment activity, and key metrics, while consistently meeting strict client deadlines.
- Collaborated with fund managers and cross-functional teams to resolve discrepancies, enhancing reporting accuracy and contributing to a 15% increase in client satisfaction scores.
- Maintain a strong focus on data accuracy and timeliness, ensuring all deliverables meet client expectations and reducing discrepancies by 20%.
Vacation Trainee - Audit
KPMG Malaysia
Petaling Jaya
03.2022 - 08.2022
- Assisted in the audit of financial statements for clients across multiple industries, contributing to the timely completion of 3+ audit projects within tight deadlines.
- Performed vouching and substantive testing to verify the accuracy of financial records and ensure compliance with accounting standards.
- Collaborated with senior auditors to identify and resolve discrepancies, improving the accuracy and reliability of financial reports.
- Gained hands-on experience with audit software and developed a strong understanding of internal controls and risk assessment processes.
Education
Bachelor of Arts - Accounting and Finance
UCSI University
10.2022
Skills
- Deadline-driven project management
- Stakeholder communication and relationship management
- Data accuracy and quality assurance
- Advanced Excel skills
- eFront proficiency
- Microsoft Office Suite expertise
- Due diligence and client reporting
- Problem solving
- Cross-functional collaboration
- Financial analysis tools
Languages
- English
- Bahasa Malaysia
- Mandarin
- Cantonese
Timeline
Portfolio Monitoring Analyst
Linnovate Partners
03.2023 - Current
Vacation Trainee - Audit
KPMG Malaysia
03.2022 - 08.2022
Bachelor of Arts - Accounting and Finance
UCSI University
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