At Cal Asset Management Limited, I developed a centralized system for scheme information and created a Power BI dashboard to turn portfolio data into clear reporting insights. I also built tracking tools and automated workflows to improve record visibility and follow-up.
I redesigned the client portal using HTML, CSS, and JavaScript, and developed an Excel and VBA notification system for key record changes. In a separate reporting project, I generated HTML email summaries through Outlook automation, reducing manual tracking time by over 70%.

