Ivan is a Portfolio Analyst at boutique multi-asset portfolio construction specialists Context Capital.
Ivan is responsible for conducting research and analysis for client portfolios.
Ivan commenced his career in Singapore before transitioning to the Australian market. In his recent role as an Investment Manager, he specialised in portfolio construction, manager selection and research, meticulously crafting portfolios to align with the specific needs of clients. This includes tax efficient portfolios specific to the needs of different client structures. Past roles include financial advice, corporate banking, and venture capital.
He holds a Bachelor of Business Administration (Honours) with a specialisation in Finance from the National University of Singapore. Ivan also has a Graduate Diploma of Financial Planning. Additionally, he has successfully cleared level 1 of the CFA examinations.