Monthly Archives: August 2011

KT’s Success from SpringBoard Equity Research Training Program

KT contributes his testimonial as one of the “graduates” from Yoman’s Equity Research Training Program, which has sowed growing successes in the finance sector. In his note, he advises younger friends to focus on networking and gaining the necessary experience; there is no instant gratification.


Before I introduce myself, I like to thank Yoman for his efforts and time spent on mentoring me on not only the technical aspects of equity research but also the softer skills of communication and also how to network effectively in the finance industry. These sets of skills have proved invaluable in securing my current job.

Unlike most student associates, I was already in the finance industry, working for an investment advisory as a portfolio analyst. However, I felt I role was rather limited and there were relatively few avenues for learning and growth.

Through the CFA mailers, I came to know of Yoman’s equity research program and eagerly signed up. Initially I worked on simple fact sheets and gradually progressed to sector and more time critical IPO factsheets which really aided my understanding what analysts in various industries look at and how they evaluate companies from the bottom up. Quite interestingly, we progressed to looking at investment themes from a macro point of view. I believe the knowledge gained was quite instrumental in securing my current role as a macro analyst and enabling me to view markets from a macro point of view.

For aspiring hopefuls, continue to network and gain the necessary experience even if it does not pay off immediately. The knowledge and experience gained will aid you tremendously not only in job opportunities but also enriching your personal and professional life.

Experience Sharing from our Fixed Income friends

Dear Friends,

Recently, the financial markets crashed in the wake of US credit rating downgrade and this has squeezed the hiring window open for finance enthusiasts. While the going gets tough, the tough gets going. I wish the best for those of you who remain steadfast in your goal to achieve in the finance sector.

Once again, we are putting together an event to give you an edge in this harsh environment. We have invited Janice, one of SpringBoard’s proud successes, to share her personal experiences on how she found her way to become a fixed income analyst. The fixed income panel will provide more color on fixed income roles and share their thoughts on what the US credit rating downgrade entail for the job market, more specifically in the fixed income segment.

Find out more about our event from the links below.
Facebook – http://www.facebook.com/ev​ent.php?eid=23219704015037​4
Registration – http://www.apesnap.com/eve​nt/springboard008

Register early to avoid disappointment!

Cheers,
Eng Yew & Yo-man, SpringBoard Program

Date / Time: 25 Aug 2011, 7pm
Venue: The Straits (79 Circular Road #01-01)
Cost: $18 (for early birds before 23 Aug); $28 (regular)

Panelists:
Janice, fixed income analyst, asset management firm (Success Story from Equity Research Training Program)
Guest fixed income analyst, global brokerage & research house
Eng Yew, Founder, Scholar’s Village
Yo-man, associate FM at a global investment house (moderator)