Aaron Allwood

I am an investment professional with over four years of experience in supporting product strategy and fund onboarding at top-tier banks. My strong track record includes driving platform optimization, coordinating with asset managers, and creating impactful educational and marketing materials. I am currently a CFA Level II candidate, eager to apply my investment insights in a strategic and analytical role.

At DBS Bank, I managed the onboarding and sales launch of mutual funds and private assets on investment platforms. I served as an internal advisor on fund selection and strategy, creating product summaries and training content for front office teams. My role involved collaborating with fund houses on product strategy and leading process automation projects using tools like Excel VBA and Power Automate to enhance operational efficiency.

Previously, I worked at Deutsche Bank, where I coordinated operational improvement initiatives and automated reporting tools. My experience also includes conducting due diligence as a KYC Assistant at KEB Hana Bank. I am passionate about leveraging my skills in data analysis and process automation to drive impactful results in the investment sector.