Daiwa SB Investments
- Portfolio Manger, Equities, Global Technology
2000 - maintenant- July 2000 to June 2005: Portfolio Manager - Daiwa SB Investments, European Equity:
- Managed European equities portfolios within a global investment team of three. Monitored constantly market communication through brokers, research analysts, Bloomberg terminals and various media. Generated investment ideas, presented them, and implemented them.
- Active and voting member of the Investment Policy Committee, which is responsible for setting on a monthly basis asset allocation weightings for Balanced funds, regional equity weights, currency exposure, as well as overall investment strategy.
- Presented a weekly and monthly global market review, as well as a producing fortnightly market reports.
- Established and organised administrative procedures across overseas offices to completely automate portfolio reports such as portfolio weightings, risk analysis and performance presentation. Set up a global web-based system of data retrieval, using Access databases, OLAP cubes and SQL.
- Contributed substantially to the creation of the Global Equity Process from which the team delivered a combined top down thematic and bottom up analytical approach producing a structured and disciplined investment style
United Nations Office for Project Services (UNOPS) Asia Office
- Consultant
1999 - 1999Undertook a number of activities with respect to project implementation and monitoring including the following:
- Reviewing existing databases and setting up new ones as required to improve access to budget lines, archives, projects under implementation, consultants, personnel files, etc;
- Checking and finalizing Supervision Reports of projects under implementation especially with respect to their consistency with the database requirements and monitoring.
- Designing and creating a new project Database for the whole office, and transferring the data contained in old worksheets.
