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Tarvin User

@tarvinuser

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Strategic financial professional with expertise in investor relations.

Malaysia

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What I'm looking for

I seek a role that values strategic thinking and offers opportunities for growth in investor relations and financial strategy.

I am a strategic financial professional with over 6 years of experience in investor relations, capital strategy, and financial operations across international firms. My expertise lies in developing strategic partnerships, conducting financial due diligence, and managing relationships that drive significant business outcomes. I have successfully established over 10 SME partnerships and achieved an impressive 85% lead conversion rate, demonstrating my ability to navigate complex financial landscapes and deliver robust investment roadmaps.

Throughout my career, I have worked with high-net-worth individuals and institutional investors, leveraging my technical proficiency and strategic thinking to foster sustainable growth in the private equity and technology sectors. My recent roles have involved orchestrating comprehensive fundraising strategies, optimizing investor relationship management, and utilizing advanced data analysis tools to support critical investment decision-making processes. I am committed to maintaining rigorous regulatory standards while delivering exceptional value to my clients.

Experience

Work history, roles, and key accomplishments

Current

Capital Investment Manager

Current

Self Employed

Apr 2024 - Present (1 year 1 month)

Developed and implemented funding strategies aligned with client’s financial and sustainability goals. Managed investor relations and oversaw due diligence processes while securing funding sources from investors.

Funding Strategies Investor Relations Due Diligence

Fundraising and Investor Relations Head

Dhunicorn SdnBhd

Feb 2024 - Apr 2024 (2 months)

Orchestrated comprehensive fundraising strategies for a B2B SaaS platform, optimizing investor relationship management and achieving an 85% lead conversion rate through Salesforce CRM.

Funding Strategies Market Research Salesforce CRM Strategic Partnerships

Investor Relations Manager

Patience Capital Group

Apr 2023 - Jan 2024 (9 months)

Managed relationships with UHNW individuals and institutional investors, delivering premium services and optimizing investor relationship management through DealCloud and Altvia.

Investor Relations Altvia Due Diligence

Investor Relations Associate

Vistra Corporate Services

Oct 2021 - Apr 2023 (1 year 6 months)

Conducted reviews of legal documents and managed investor transactions using Clearwater Analytics, ensuring compliance with AML requirements and maintaining high-quality standards.

KYC AML

Wholesale Client Onboarding Analyst

JPMorgan Chase & Co

Jan 2021 - Oct 2021 (9 months)

Managed client onboarding processes, ensuring compliance with AML/KYC policies and conducting rigorous reviews of documentation across multiple jurisdictions.

Onboarding KYC AML

FX & Derivatives Operations Analyst

JPMorgan Chase & Co

Jan 2018 - Jan 2021 (3 years)

Managed complex FX transaction processing, utilizing Bloomberg AIM and FXALL, while implementing automated reconciliation processes to enhance settlement efficiency.

FXALL Reconciliations

Education

Degrees, certifications, and relevant coursework

Emory University

Professional Certificate, Management Consulting

2024 - 2024

Completed a specialization in Management Consulting, focusing on consulting presentations, problem-solving approaches, and tools for consulting.

University of Illinois at Urbana-Champaign

Professional Certificate, Mergers and Acquisitions

2024 - 2024

Completed a specialization in Mergers and Acquisitions, focusing on valuation and pricing, deal design, financial analysis, and accounting foundations.

Rice University

Professional Certificate, Investment and Portfolio Management

2024 - 2024

Completed a course in Investment and Portfolio Management, focusing on investment strategies and portfolio optimization.

UCL School of Management

Professional Certificate, Corporate Strategy

2024 - 2024

Completed a professional certificate in Corporate Strategy, enhancing skills in strategic management and organizational development.

Yale University

Professional Certificate, Negotiation

2024 - 2024

Completed an introductory course in Negotiation, enhancing negotiation skills and strategies.

Yale University

Professional Certificate, Financial Markets

2024 - 2024

Completed a course in Financial Markets, focusing on the functioning and dynamics of financial markets.

University College Dublin

Bachelor of Business Studies (Honors), Finance

2016 - 2016

Grade: 2 Class Honors - Upper

Completed a Bachelor of Business Studies (Honors) in Finance, covering topics such as accounting information for managers, investment and portfolio management, and treasury and risk management.

Coventry University

Master of Business Administration, Global Financial Services

2022 -

Grade: Merit

Pursued a Master of Business Administration (MBA) in Global Financial Services, focusing on managerial and corporate finance, banking regulation, risk, and global financial markets. Completed a dissertation on macroeconomic factors affecting KLCI returns.