Zoren Musngi

- Sell-side analyst covering small-to-micro cap companies listed in the ASX
- Develops and maintains financial models that aim to track company performance and value the business
- Assists in various consulting and corporate advisory services provided by the firm

Built financial models for various purposes (FP&A, M&A, Equity Research) and clients across the globe:
- FP&A and fractional CFO services for US start-ups and small businesses (Seafarer Consulting)
- LBO modelling for M&A activity of a large Asian telco firm (HGC Global Communications)
- Various financial models built for certain investors/clients in Canada, Australia, US, and Asia.

- Sell-side analyst that covered Telecom, Property, and Transport sector for Philippine equities.
- Provided periodic reports (daily, weekly, monthly) and ad-hoc research reports to clients covering economic, market, and company developments, and along with corporate valuation and analysis.
- Periodically provided presentations and updates to institutional buy-side clients.

- Sell-side analyst covering Banking and Energy sector for Philippines equities
- Provided periodic reports (daily, weekly, monthly) and ad-hoc research reports to clients covering economic, market, and company developments, and along with corporate valuation and analysis.
- Assisted in optimizing the Research department’s processes, workflow, coverage, report layouts, and product offerings. Exten

- Sell-side analyst covering Banking and Property sectors for Philippine equities.
- Provided daily, weekly, monthly and ad-hoc reports while servicing the inquiries of institutional/retail clients through presentations and interviews.
- Formally established the Research function of the brokerage (no predecessor), developing models from scratch, improving layout of reports, and introduced new rep

Provides fundamentals-based investment research to the U.S. investor community.

- Buy-side analyst covering Financials sector (banks, insurance, asset management, REITs) for US equities.
- Pitched stock ideas to our client Kennebec River Capital for their long-short fund.
- Assisted in various projects involving credit analysis, macroeconomic analysis, and financial modelling.
- Lead analyst for a specific project, which required due diligence and red flag analysis on U.S. pu

- Analyzed the bank’s information technology systems (core banking systems, loans, internet banking) and recommended controls to ensure system reliability and data integrity
- Ensured the bank’s compliance to applicable laws and regulations (BSP, BancNet, AMLA, BIR)
- Audited the different branch units of the bank

- Handled Systems Implementations and Demos to clients of LAMP, a cloud-based ERP system, and iSuweldo, a cloud-based Payroll system.