RuanYu Wang
Auckland,NewZealand
Summary
Professional portfolio/ fund manager with around 10 years of experience. Previously developed expertise in managing portfolios, arranged the oversea State company to be a subcontractor for few big EPC+ Finance project in Auckland, and optimizing fund performance. Skilled in these and various other aspects of financial management, including budget projection, investment, financial analysis, and asset/fund management.
Overview
17
17
years of professional experience
Work History
Senior Portfolio/Fund Manager
Quercus Valley Holding Ltd
03.2012 - Current
- Raising/arranging fund from private lenders around 1 m per month
- Capable to manage around 250+ portfolio with assistant
- Devised and implemented hedging strategies to decrease investment risks.
- Managed a successful fund, consistently outperforming benchmarks over multiple years.
- Maximized portfolio returns by diligently researching and selecting high-performing investments.
- Reduced risk exposure through strategic asset allocation and diversification of investment portfolios.
- Regularly reviewed portfolio holdings, adjusting positions as needed based on market conditions and client objectives.
- Conducted thorough due diligence on potential investments to identify opportunities and mitigate risks.
- Led investor meetings and conference calls, providing clear updates on fund performance and outlooks for future growth.
- Continuously monitored economic indicators, staying ahead of market trends to capitalize on profitable opportunities.
- Increased AUM by actively acquiring new clients through targeted marketing efforts and networking events.
- Streamlined operational processes within the fund management team, resulting in increased productivity and cost savings.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Developed strong relationships with clients, effectively communicating complex investment strategies and market trends.
- Collaborated with team members to develop innovative investment strategies tailored to individual client needs.
- Presented regular reports to senior management detailing fund performance metrics and strategic recommendations.
Service Team Leader
Microsoft-Nokia, Samsung, Motorola, Sony Electronic service center
07.2012 - 01.2016
- Manage the warranty/legal issues for customers and dealers
- Provide ideas to promote the company
- Maintained a clean and organized work environment, promoting safety standards among staff members at all times.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Coordinated with other departments to ensure seamless service transitions between different stages of the customer journey.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Developed and updated databases to handle customer data.
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Reduced employee turnover by creating a positive work environment and addressing staff issues promptly.
- Managed scheduling of staff shifts to ensure adequate coverage during peak hours while minimizing labor costs.
Lj Ponsonby Hooker –Ponsonby Portfolio Management
LJ Hooker Ponsonby
05.2014 - 03.2015
- Repairing/maintaining solving
- Marketing support
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Excellent time management
- Demonstrated a high level of initiative and creativity while tackling difficult tasks
- Proved successful working within tight deadlines and a fast-paced environment
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Excellent communication skills, both verbal and written
- Exercised leadership capabilities by successfully motivating and inspiring others
- Gained extensive knowledge in data entry, analysis and reporting
Own 3 East Noodle Bar franchises
08.2008 - 02.2012
- Experience in employee management
- Experience in communications/PR/media
- Maintain constant sales to keep the business running
- Good at making revolution to uplift the sales, especially customer services
- Update the suppliers to maintain quality and lower the cost price
- Good problem solving skills (business sold).
Marketing Team Leader
Telstraclear Auckland
01.2007 - 09.2007
- Provide professional advice and services to customers
- Work with new sale&marketing team as team leader
- Grained consistent top target achievement
- Involve with internet skills, computer skills, communicate skill also marketing skills
- Team player and well behave person
- Fluency in spoken and written English
- Good communications and presentation skills
- Good leadership and people management
- High sense of responsibility
- Strategic thinking ability
- Greet with customers and retrieve the feedback about the products and services
- Promote and advertise the products broadening awareness of market and competitor activity.
Education
Legal Excutive - Legal Assistant
Open Polytechnic of New Zealand
Lower Hutt, NZ06.2024
The NZDB Diploma in Business (Marketing) -
Christchurch Polytechnic Institute of Technology
02.2007
Bridging Programs-Business Economic -
University of Canterbury
02.2006
Mount Aspiring College in Wanaka
05.2001
Skills
- Fundraising skills
- Contracts and torts
- Clients relations, rules of professional conduct,searching and registration, trust accounting
- Sales/purchase of business/company law
- Fundamental Analysis/Forecasting
- Buy/sell property conveyancing and dealing with agreements
- Debt collection, bankruptcy, litigation ethics, civil/family law procedures, legal aid applications, District and High court procedures
- Portfolio Management,trusts, wills, administration of deceased person's property/estates, assets planning
Citizenship
CITIZEN OF NZ
Personal Information
- Date of Birth: 09/02/82
- Gender: Female
Hobbies and Interests
- Golf
- Tennis
- Table Tennis
- Cooking
- Music
- Reading
- Internet Searching (the economic news on internet, and news paper)
Timeline
Lj Ponsonby Hooker –Ponsonby Portfolio Management
LJ Hooker Ponsonby
05.2014 - 03.2015
Service Team Leader
Microsoft-Nokia, Samsung, Motorola, Sony Electronic service center
07.2012 - 01.2016
Senior Portfolio/Fund Manager
Quercus Valley Holding Ltd
03.2012 - Current
Own 3 East Noodle Bar franchises
08.2008 - 02.2012
Marketing Team Leader
Telstraclear Auckland
01.2007 - 09.2007
Legal Excutive - Legal Assistant
Open Polytechnic of New Zealand
The NZDB Diploma in Business (Marketing) -
Christchurch Polytechnic Institute of Technology
Bridging Programs-Business Economic -
University of Canterbury
Mount Aspiring College in Wanaka
Similar Profiles
Yangkun WangYangkun Wang
Site Manager at Quercus BuildingSite Manager at Quercus Building
Sama AbuobaidSama Abuobaid
Program Manager at Dhahran Techno valley holding Co. (DTVC)Program Manager at Dhahran Techno valley holding Co. (DTVC)
Khaled AhmedKhaled Ahmed
EGYPT CFO & COO at Thiqqa Holding - YAS Holding SubsidiaryEGYPT CFO & COO at Thiqqa Holding - YAS Holding Subsidiary