Career Journey

From the classroom to the CEO Office

Mar 2025 to Present
AVP, Client Engagement (CEO Office)
BugleRock Capital
Oversight role supporting the CEO and senior leadership across governance, operations and strategic execution for a multi-family office managing USD 4B+ AUM across regulated investment vehicles and global offices.
Jan 2025 to Mar 2025
Junior Relationship Manager
BugleRock Capital
Managed HNW and UHNW client portfolios across multi-asset allocations, coordinating investment execution, onboarding, KYC/AML reviews and fund administration engagement.
Mar 2024 to Aug 2024
Investment Analyst Intern
BugleRock Capital
Produced equity research with stock recommendations adopted in quarterly client notes, and built portfolio review decks covering performance attribution, benchmark comparison and risk metrics.
Sep 2021 to Jul 2022
Account Associate
Osome
Managed full-set accounting for 50+ cross-border clients, completing monthly closings, reconciliations and financial reports with 98% accuracy.
Feb 2019 to Jul 2019
Teaching Assistant
Kumon Singapore
Oversaw 50 students aged 4 to 16 at a time, maintaining a positive learning environment, assessing assignments and guiding students through problems.
Dec 2016 to Jan 2017
Content Writer
tech4tea
Curated and managed social media content, researched and wrote articles on technology events and news, and represented the company at 10+ events.

Experience in Detail

The work, role by role

Family office governance boardroom in Singapore

Mar 2025 to Present

AVP, Client Engagement (CEO Office)

BugleRock Capital, Singapore

Oversight role supporting the CEO and senior leadership across governance, operations and strategic execution.

Played a central role in the end-to-end launch of 3 new sub-funds within 30 days, coordinating legal, compliance, fund administration and internal stakeholders under tight regulatory timelines.
Streamlined trading, settlement and investor onboarding workflows across USD 200M+ in active strategies, automating processes across 6 platforms and reducing processing time by 40%.
Worked directly with the CEO on high-impact initiatives, including the setup of a new Dubai office, execution of USD ~5M in private equity transactions and firmwide operational scaling.
Oversaw and coordinated 50+ complex KYC/AML cases for HNW and UHNW clients, balancing regulatory rigour with client experience in a fast-paced, startup environment.
Supervised and mentored 10 interns across operations and compliance, establishing review frameworks, escalation protocols and delivery standards.

Fund operations and client portfolio dashboards in Singapore

Jan 2025 to Mar 2025

Junior Relationship Manager

BugleRock Capital, Singapore

HNW and UHNW client portfolios across multi-asset allocations.

Managed HNW and UHNW client portfolios across multi-asset allocations, coordinating investment execution, onboarding, KYC/AML reviews and fund administration engagement for compliant, timely servicing.
Produced portfolio reporting, NAV summaries and investment review materials supporting quarterly advisory discussions and performance attribution analysis.
Improved client servicing through structured communication templates, process checklists and an investor update cadence, raising turnaround, reporting transparency and cross-border documentation accuracy.

Investment research and portfolio review work in Singapore

Mar 2024 to Aug 2024

Investment Analyst Intern

BugleRock Capital, Singapore

Equity research and portfolio review decks for HNW and UHNW decisions.

Produced equity research with stock recommendations adopted in quarterly client notes and used for HNW and UHNW portfolio decisions.
Delivered 10+ investment reports across multiple sectors with actionable buy/hold recommendations.
Built 6+ portfolio review decks covering performance attribution, benchmark comparison and risk metrics, improving reporting turnaround by 25%.

Accounting and compliance operations in Singapore

Sep 2021 to Jul 2022

Account Associate

Osome, Singapore

Full-set accounting and KYC onboarding for cross-border clients.

Managed full-set accounting for 50+ cross-border clients, completing monthly closings, reconciliations and financial reports with 98% accuracy.
Led KYC onboarding and compliance checks for SME and international entities, verifying beneficial ownership, conducting sanctions/AML screening and resolving documentation issues.
Introduced structured review checklists and resolved multiparty bottlenecks, improving month-end turnaround by 20%.

Feb 2019 to Jul 2019

Teaching Assistant

Kumon Singapore, Singapore

Guiding young learners, one problem at a time.

Oversaw 50 students aged 4 to 16 at a time, maintaining a positive learning environment.
Assessed assignments and guided students through problems, building their confidence step by step.

Dec 2016 to Jan 2017

Content Writer

tech4tea, Singapore

Technology events, news and social media.

Curated and managed social media content for the company.
Researched and wrote articles on technology events and news.
Represented the company at 10+ events.

Education

The foundation

MSc in Finance from NUS Business School, Bachelor of Business in Accounting and Financial Management from James Cook University Singapore, and GCE A-Level from Victoria Junior College, with Dean's List honours.

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