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People > Yee Tan (Jed)

Yee Tan (Jed)

Operations Analyst

 

  • 4 years of operational experience
  • Specializes in operations analysis, portfolio management, and financial automation
  • Expertise in VBA and Python for process automation
  • Formerly Senior Hedge Fund Accountant at Citco Fund Services and Tax Analyst at KPMG

Jed is a seasoned finance professional specializing in operations analysis and financial automation. Currently serving as an Operations Analyst at Equitile, Jed utilizes his expertise in VBA and Python to streamline complex financial operations, enhance efficiency, and ensure precise execution of portfolio management tasks.

In his previous role as a Senior Hedge Fund Accountant at Citco Fund Services, Jed worked closely with top-tier hedge funds, managing diversified portfolios across Hedge Funds, Real Estate Funds and Private Equity with various financial instruments. His proficiency in process automation earned him recognition for operational excellence. Jed was responsible for managing two major funds with a combined AUM of up to $60 billion, maintaining key client relationships, launching new funds, and leading significant automation initiatives. He also successfully outsourced major projects to APAC offices thus provided essential training to ensure smooth transitions.

Jed holds a BSc in Finance from Queen’s University Belfast, where he developed a strong foundation in financial analysis and management.

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