zhe ying chan

I'm an investment analyst working for a single-family office where I look for undervalued companies to invest in. I conduct fundamental research into the company before building financial models to obtain the intrinsic value of the company. I also look at financial ratios to determine how cheap or expensive the company is relative to its competitors. We use a combination of stocks and options to build our positions.


We also have a long volatility portfolio, a short-term trading options strategy where we buy straddle and calendar spreads for companies approaching earnings where the increasing implied volatility creates the “edge”. I back-test each stock going back 8-12 earnings cycles to find companies on which this strategy has been consistently profitable. Being a small team, I also communicate with our clients through weekly reports on how our positions are doing and forecast what lies ahead for the markets based on various economic data and technical indicators.

May 2021 – Present             Family Office                                                                                       Singapore

                                          Investment Analyst

• Manage family office fund as part of a small team; researched and analyzed companies listed on NYSE and NASDAQ indices.
• Created bottoms-up valuation analysis for various companies using financial models (DCF) and comparable public companies’ various financial ratios. Recommended companies that were 20-30% undervalued due to global macroeconomic headwinds. Fund allocated over $500,000 into recommended positions which appreciated over 23% in 4 months.
• Execution of trade and hedging positions through a combination of stocks and options contracts, monitoring of portfolio risks and communicating with clients on investment positions.

Sep 2019 - March 2020       Le Wagon Shanghai                                                                    Shanghai, China

                                                Community Manager for coding school

• Drove strategic growth operations to localize an internationally renowned coding school in the Chinese market, by generating and nurturing over 200 leads for coding bootcamp through offline tech events and online digital marketing.

Aug 2017 - May 2021          National University of Singapore                                                         Singapore

• Bachelor of Arts in Economics Honors (Distinction) with Specialization in Monetary and Financial Economics.
• Modules taken: EC4304: Economic and Financial Forecasting, EC4307: Issues in Macroeconomics, EC4308: Machine Learning and Economic Forecasting (R), EC4333: Financial Economics II, EC4394: Behavioral Economics, EC4343: International Finance II.
• NUS Overseas Colleges (NOC) Entrepreneurship Program Shanghai Batch 32 at Fudan University.

Jan 2013 - Dec 2014           Catholic Junior College                                                                       Singapore

• Singapore-Cambridge GCE ‘A’ levels.
• Subjects: Math (A), Economics, Physics, Chemistry, Project Work, General Paper.