Tan Jiunn Yi, CFA
Investor Relations, Assistant Manager
Summary
Experienced equity analyst with expertise in fundamental and value investing across six or more business sectors. Strong communication and networking skills enable me to build and maintain relationships with investors, company stakeholders, and other external professionals.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
1
1
Certification
4
4
Languages
Work History
Assistant Manager, Investor Relations
Leong Hup International Berhad
, Kuala Lumpur
02.2024 - Current
- Lead and take charge of Annual Report preparation which includes drafting Chairman’s Statement and Sustainability Statement.
- Preparation of Quarterly Analyst Briefing Deck (requires some compilation of monthly operating data)
- Preparation of Press Release, weekly shareholder movement updates, Coordination of AGM & EGM.
- Build and maintain relationships with investors, analysts, and key stakeholders to enhance transparency and trust in the company’s financial and operational performance.
- Ensure compliance with Bursa Malaysia disclosure requirements and corporate governance standards.
Senior Investment Executive
HWG Digital Investment Bank P.L.C
09.2023 - Current
- Entail investment management, which incorporates comprehensive due diligence and precise return on investment analyses
- Preparation of investment proposal / fund's offering memorandum / fund related documentation
- Liaising with investors / investment banks / fund houses
Corporate Finance
VIP Gloves Limited
12.2020 - 06.2023
- Company Overview: Malaysia
- Draft presentation deck, press release and company's interim and annual report that facilitates communications with investors
- Execute events such as investor conference, company roadshow and AGM
- Preparation of cash flow projection for dividend payout and financing application
- Conduct other tasks; including property investment proposals, investor presentations, assessing plant closure costs, and financial statement consolidation
- Malaysia
Investment Analyst
The Fifth Person
07.2022 - 04.2023
- Company Overview: Singapore
- Research and analysis on U.S
- And Asian stocks through the analysis of business model, financials, economic moats, growth drivers, management quality, business risks and valuation from various sectors like; FMCG, Finance, Healthcare, Manufacturing, Telco, Energy and IT)
- Uncovering new investment ideas in the U.S
- And Asian markets (eg; Hong Kong, Mainland China, Singapore and Malaysia) for dividend and growth stocks to the company and the investors
- Singapore
Summer Investment Analyst (Internship)
Intelligent Capital Sdn Bhd
08.2019 - 11.2019
Property Project Marketing and Sales
Hartamas Real Estate Sdn Bhd
01.2018 - 05.2019
Education
BA (Hons) - Economics
University of the West of England
09.2014 - 07.2016
Skills
- Equity Research
- Interpersonal
- Financial Analysis
- Investor Relation
- Capital IQ
- Microsoft Office
- Financial Modeling
Certification
Chartered Financial Analyst (CFA), 06/01/17, 02/01/22
Shortcourses
Financial Modelling Workshop by Noesis Exed, 11/01/19, Modelling the Income Statement, Cash Flow Statement and Balance Sheet Statement, Projecting the Capital Expenditure, Depreciation Schedule, Operating Working Capital and Debt Schedule for Discounted Cash Flow (DCF) Valuation, Prepare sensitivity analysis to measure how much the value of a stock changes when input variables like; WACC and revenue growth are changed
Timeline
Assistant Manager, Investor Relations
Leong Hup International Berhad
02.2024 - Current
Senior Investment Executive
HWG Digital Investment Bank P.L.C
09.2023 - Current
Investment Analyst
The Fifth Person
07.2022 - 04.2023
Corporate Finance
VIP Gloves Limited
12.2020 - 06.2023
Summer Investment Analyst (Internship)
Intelligent Capital Sdn Bhd
08.2019 - 11.2019
Property Project Marketing and Sales
Hartamas Real Estate Sdn Bhd
01.2018 - 05.2019
BA (Hons) - Economics
University of the West of England
09.2014 - 07.2016
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