Financial professional with 2+ year background in buyside equity research, primarily in healthcare sector. Strong passion for markets and investing. Independent thinker, hard worker, want to contribute.
Overview
5
5
years of professional experience
Work History
Equity Research Associate (Healthcare)
Manning & Napier
07.2023 - 10.2025
Mostly independent idea generation and development (market research, write-ups, financial models, expert/IR calls, etc.) of companies across HC landscape.
Pitched and was primarily responsible for monitoring several portfolio companies.
Supported PMs in managing healthcare positions.
Some work on projects (to pitch stage) outside coverage area (e.g., auto supplier, Japanese exchange).
Equity Research Intern
Manning & Napier
06.2022 - 08.2022
Worked in consumer and healthcare groups.
Pitched recommendations on 3 companies to the sector team.
Finance Intern
Woodsford Capital Management
12.2020 - 02.2021
Led projects aimed at identifying and recruiting prospective clients in Europe.
Supported portfolio allocation by researching and reviewing ETF-based investments.
Education
Certificate - Finance
Bendheim Center of Finance
Princeton, NJ
01.2023
B.A. - Economics
Princeton University (3.5/4 GPA)
Princeton, NJ
01.2023
High School Diploma -
United World College of South East Asia
Singapore
05-2018
Skills
Microsoft suite of products
CapIQ/Factset/Bloomberg
Mandarin (Conversational)
International experience (born in Hong Kong, grew up in Singapore)
Manage PA utilizing a top-down, global macro framework combined with bottoms-up work
Took gap year to pursue pro golf (did not succeed)