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Work experience

Jan 2007Present

Portfolio Manager


Manage Equity Index funds for the firm's Institutional clients. Primary focus in International Developed Markets. Specialty funds managed include: International Small Cap, International REIT, ex-Sudan mandate and synthetic fund (Index replication via Equity Index Futures and Currency Forwards)

  • Manage security, sector and risk factors deviation from the index via replication and optimization. Also manage appropriate level and exposure of cash, derivatives and foreign currency in the funds. Ensure funds managed are in compliance with investment guidelines and objectives
  • Work closely with the Client Account Management Group to handle client requests and inquiries, including participation in client calls to provide information on investment strategies and performance attribution
  • Analyze corporate actions and changes announced by index providers, assess impacts to funds, propose fund elections and trading strategies
Feb 2005Dec 2006

Senior Business Analyst

Performed business planning & analysis and reporting functions for the Intermediary Investor Business, whose primary product is Exchange-Traded Funds (ETFs)

  • Provided analytical support for the business unit. Established and maintained financial models for monthly forecast, annual operating budget, business initiatives and contract negotiations
  • Prepared monthly business review reporting for presentation to senior management team and business managers
  • Corrected and established new accounting and reporting procedures in the European ETF business unit
Nov 2000Jan 2005

Assistant Vice President, Senior Financial Analyst

Union Bank of California

Performed financial analysis and internal/external financial reporting functions

  • Prepared financial information package for the board of directors and senior management. Communicated financial results to internal business units and external auditors
  • Prepared selected schedules of the U.S. Securities and Exchange Commission (SEC) documents: quarterly 10-Q and annual 10-K reports
  • Streamlined and maintained main financial models:
    • Reduced internal financial information package preparation time by an average of 2 days
    • Represented the group in the development of new financial models by external management consultants
Nov 1998Oct 2000


Provided project-based consulting services as a part of consulting teams. Worked on one project as the acting Finance Manager. Received consistent positive feedback from former clients
  • Financial (revenue, cost, budget and variance) analysis projects
  • System and business processes analysis, conversion and implementation
Feb 1997Aug 1998

Assistant Relationship Manager, Credit Analyst


Performed credit analysis and risk management functions. Also performed relationship management and marketing functions on the products of the bank's global network

  • Constructed credit proposals, made credit recommendations to the credit committee on treasury and commercial credit line facilities for clients (banks/financial institutions) under portfolio
  • Analyzed the bank's global network exposures to Indonesian banks. Produced regulated reports to the Dutch Central Banks and Indonesian Crisis Team at the bank's Head Office in the Netherlands
  • Participated in presentations on the bank's global products 
Feb 1994Feb 1996


Mulia, Inc.

Mulia, Inc. is a wholesaler that distributes ceramic tiles and glass blocks to nationwide resellers. Responsible for the company's general accounting functions

  • Prepared financial statements. Analysis and billing/payment of accounts receivable/payable
  • Reconciled physical inventory recording errors and established inventory control document-flow system
  • Led the project for accounting system selection and conversion processes




  • Chartered Financial Analyst (CFA) charterholder
  • FINRA Series 7 & 63