tar uc one stop virtual internship fair

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7/15/21 1 © TED OPTIMUS SDN BHD 2021 Transform Equity Data into Optimum Success TAR UC One Stop Virtual Internship Fair Career Options In The Financial Market and Investment Bank Speaker: Warren Mak CEO, TED Optimus Sdn Bhd 15 July 2021 1 © TED OPTIMUS SDN BHD 2021 Transform Equity Data into Optimum Success © TED OPTIMUS SDN BHD 2021 Transform Equity Data into Optimum Success Disclaimer This presentation is intended for general information and education purposes only. The information and opinion expressed do not constitute an offer, or an invitation to make an offer, to buy or sell any securities. TED Optimus Sdn Bhd and the presenter may have positions in or may be materially interested in any of the stocks and products mentioned. You should make your own judgement regarding the information in the presentation slides and you should seek professional advice for your specific investment needs. TED Optimus Sdn Bhd and the presenter do not accept any liability for the information provided during the presentation and in the presentation slides (including but not limited to any liability pertaining to the accuracy, timeliness, and completeness of the information) All rights reserved. 2

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

TAR UC One Stop Virtual Internship Fair

Career Options In The Financial Market and Investment Bank

Speaker: Warren MakCEO, TED Optimus Sdn Bhd

15 July 2021

1© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

DisclaimerThis presentation is intended for general information and education purposes only. Theinformation and opinion expressed do not constitute an offer, or an invitation to make an offer,to buy or sell any securities. TED Optimus Sdn Bhd and the presenter may have positions in ormay be materially interested in any of the stocks and products mentioned. You should makeyour own judgement regarding the information in the presentation slides and you should seekprofessional advice for your specific investment needs.

TED Optimus Sdn Bhd and the presenter do not accept any liability for the information providedduring the presentation and in the presentation slides (including but not limited to any liabilitypertaining to the accuracy, timeliness, and completeness of the information)

All rights reserved.

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

About TED OptimusTED Optimus is a Machine Learning and Alternative Datafintech company that aims to transform massive amountsof information into informed financial decisions for stocksand derivatives markets participants.

TED Optimus offers essential financial and economic dataalong with proprietary, alpha-generating alternativedatasets. Having built a customised stock data visualisationtool, it enables users to derive actionable knowledge frommultiple perspectives, including announcement, news andthird-party sources.

3© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

https://www.bursamarketplace.com/investhack-2020/

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Bursa Malaysia & CGS-CIMB Securities Investhack 2020 -Champion : TED Optimus

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Agenda1. Various career options in the financial market

2. Brief job functions

3. Career path and future prospect of the career options

4. Fintech - the best merger of finance and technology

5. Work from home (WFH) - the new norm for financial and capital market?

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success 7

Financial Market Participants (1)

● Securities Commission● Stock Exchange – Bursa Malaysia, Bursa Malaysia Derivatives● Issuing House – Boardroom, Tricor.● Stock and Derivatives Brokers● Fund managers● Financial planners● Unit trust/mutual funds/private retirement fund ● Investment & Corporate Finance Advisory ● Trustee

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success 8

● Banks – Investment Bank and Commercial Bank● Accounting firms● Will writing● Insurance companies● Rating agencies● Venture capital & Private equity, ● P2P & Equity Crowdfunding ● Cryptocurrency ● And so on

Financial Market Participants (2)

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Career Opportunity In The Financial Market (Based on Products)

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Investing, Trading and Risk Management Products● Stock/ETF/REIT/Warrant● Bond● Money market● Foreign Exchange● Derivatives● Commodity● Mutual fund/unit trust● Insurance● Will writing/Trust

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● Product development● Business development – strategy, marketing, sales, promotion● Research/analysis ● Corporate finance● Fund management● Financial planning ● Treasury, Equity derivatives, Proprietary trading - traders/dealers● Accounting, audit, credit ● Human resources, training● Technology – hardware, software, network, front & backend, customer support, and so on● Legal, regulation, risk management, compliance, security● Investor relation● Administration, operation, clearing & settlement● And so on

Career Opportunity In The Financial Market (Based on Job Functions)

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Agenda1. Various career options in the financial market

2. Brief job functions

3. Career path and future prospect of the career options

4. Fintech - the best merger of finance and technology

5. Work from home (WFH) - the new norm for financial and capital market?

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success 12

§ Conduct research and financial analysis to generate investment ideas to external clients and fund managers

§ Conduct research and financial analysis to generate investment ideas for own funds

§ Update economic data for the research team

§ Make recommendations to buy/sell/hold stocks

Research/Analyst

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§ Perform financial and valuation analysis

§ Identify potential acquisition targets or buyers for M&A, IPO, privatisation, etc.

§ Liaise with relevant regulators and co-ordinate with other professionals onsubmission of corporate finance transactions

§ Prepare announcement, circulars and documents on corporate financetransactions for public release and submission to relevant regulatory authorities.

Corporate Finance

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§ Provide fund management services to retail and corporate clients or own fund

§ Construct portfolio of investment based on different investment objectives andtime horizon

§ Adhere to investment mandates and investment policy statement

Fund Manager

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§ Assist clients to meet their personal and financial goals.

§ Analyse and evaluate client’s financial matters

§ Advise clients on financial planning and management strategies for wealth accumulation, protection and distribution

§ Develop and implement a financial plan/recommendation

§ Communicate with other professionals such as tax accountants, fund manager, lawyer, will & trust writer, etc. to provide comprehensive solution for clients

Financial Planner

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Agenda1. Various career options in the financial market

2. Brief job functions

3. Career path and future prospect of the career options

4. Fintech - the best merger of finance and technology

5. Work from home (WFH) - the new norm for financial and capital market?

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Jobs to increase in demand by 2025 (non financial market)• Data analytics and scientists• Ai and Machines learning specialists• Big Data specialists• Digital marketing and strategy

specialists• Process automation specialists• Business development professionals• Digital transformation specialists• Information security analysts• Software applications developers

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• Internet of things specialists• Project managers• Business services and administration

managers• Database and network professionals• Robotics Engineers• Strategic advisors• Management and organisation analysts• FinTech Engineers• Mechanics and machinery repairers• Organisational development specialists• Risk management specialists

Source: https://au.finance.yahoo.com/news/20-jobs-disappear-in-the-next-5-years-011842259.html

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

https://au.finance.yahoo.com/news/linkedin-jobs-rise-2021-011513234.html

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

https://business.linkedin.com/talent-solutions/resources/talent-acquisition/jobs-on-the-rise-au

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

LinkedIn reveals Australia’s 15 emerging jobs of 2021

12. Financial services specialists

• Top titles: Anti-Money Laundering Analyst, Risk Analyst, Equity Trader, Tax Consultant, Financial Consultant

• Top skills: Financial Crimes Investigations, Foreign Exchange (FX) Trading, Financial Analysis, Risk Management, Income Tax

Source: https://au.finance.yahoo.com/news/linkedin-jobs-rise-2021-011513234.html

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Jobs to decrease in demand by 2025 (Financial market related)

• Data entry clerks• Administrative and executive secretaries• Accounting, bookkeeping and payroll clerks• Accountants and auditors• Assembly and factory workers• Business services and administration

managers• Client information and customer service

workers• General and operations managers• Mechanics and machinery repairers• Material recording and stock-keeping clerks

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Source: https://www.weforum.org/reports/the-future-of-jobs-report-2020/in-full/chapter-2-forecasts-for-labour-market-evolution-in-2020-2025#2-2-emerging-and-declining-jobs

• Financial analysts• Postal service clerks• Sales rep wholesale and man, tech

and sci products• Relationship managers• Bank tellers and related clerks• Door to door sales, news and

street vendors• Electronics and telecoms installers

and repairs• Human resources specialists• Training and development

specialists• Construction labourers

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Agenda1. Various career options in the financial market

2. Brief job functions

3. Career path and future prospect of the career options

4. Fintech - the best merger of finance and technology

5. Work from home (WFH) - the new norm for financial and capital market?

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Fintech – Financial + Technology

● Financial technology (Fintech) is used to describe new tech that seeks to improve and automate the delivery and use of financial services.

● At its core, fintech is utilized to help companies, business owners and consumers better manage their financial operations, processes, and lives by utilizing specialized software and algorithms that are used on computers and, increasingly, smartphones.

Source: investopedia

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

TED Optimus Sdn Bhd

We are a Machine Learning and Alternative Data fintech company that:

● aims to transform massive amounts of information

● into informed financial decisions

● for stocks and derivatives markets participants.

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Agenda1. Various career options in the financial market

2. Brief job functions

3. Career path and future prospect of the career options

4. Fintech - the best merger of finance and technology

5. Work from home (WFH) - the new norm for financial and capital market?

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success 26

Work from home (WFH)

the new norm for financial and capital market?

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Besides the basic computer skills such as Microsoft office,

● artificial intelligence, ● big data, ● the Internet of Things, ● virtual and augmented reality, ● machine learning● robotics

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Skills To Succeed In A Post-Coronavirus World

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Work from home (WFH)

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Work from home (WFH) - the new norm for financial and capital market?Commit to a Lifetime of Learning

● According to the World Economic Forum, in just five years, 35 percent of the skills deemed essential today will change.

● There’s only one way to remain relevant in a post-coronavirus reality: commit to a lifetime of learning.

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success 31

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Social Media Platform and Employment Opportunities● LinkedIn account (many professional groups. Employment agencies, head

hunters and professional groups)

● Facebook (many full- and part-time employment groups)

● Instagram

● Pinterest

● Twitter

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https://www.thebalancecareers.com/best-social-media-sites-for-job-searching-2062617

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

TED Optimus Internship and Vacancy

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

1. Frontend Web Developer – full time and internship (WFH)

1. Develop new user-facing features2. Build reusable code and libraries for future use3. Ensure the technical feasibility of UI/UX designs4. Optimize application for maximum speed and scalability5. Collaborate with other team members and stakeholders

Requirements ● HTML, CSS, Javascript, familiar with VCS

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

2. Graphic Designer – internship (WFH) 1. Developing concepts, graphics, and layouts for websites2. Design event banner and poster for web, tv and print3. Preparing rough drafts and illustrative material based on team

discussion4. Reviewing final layouts and suggesting improvements if

required

Requirements ● Communication, Relevant graphic design software

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

3. Fintech Developer – internship (WFH) 1. Develop Investment Data analytics and visualization2. Apply text extraction using Regular expression3. Execute backtesting on stock data and develop algorithmic

trading application4. Debugging and apply finance knowledge during the application

development

Requirements ● Python programming, Technical Analysis

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5. Research Analyst – internship (WFH) 1. Read through financial news text and amend error for publication2. Extract knowledge from text using in house method and relationship

of Listed companies supply chain3. Research on listed companies to help out items used in our website

https://tedoptimus.com4. Go through financial announcement and check accuracy of extraction5. Perform backtesting on financial ratios on listed companies6. Other Ad hoc job"

Requirements ● Fundamental Analysis, Research, Writings

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Proprietary Day Traders 1. Conduct proprietary trading activities on behalf of the company

2. Create trading volume/liquidity for the company/in market

3. Achieve trading profit for the company

Requirements ● Technical Analysis● Knowledge on market ecosystem● General knowledge on corporate action exercise

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

3 Main Types of Professional Traders in The Financial Market

1. Commercial and investment bank Treasury department traders

2. Investment bank and stock broker traders/dealers§ Company prop. trader (salary and bonus)§ Proprietary day trader (basic salary and profits sharing)§ Company dealers (service company’s clients – salary and bonus)

3. Futures companies derivatives traders

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Few Options To Become A Professional Trader● Apply directly to local licenced commercial/investment banks – limited

opening and basic trading

● Join a private trading firm ○ limited opening and basic trading ○ may ask you to trade overseas products○ some could be illegal

● Attend TED Optimus day traders development program ○ will be recommended to join licensed investment banks or stock brokers once

performance meet requirement○ comprehensive training with hand-holding and continuous mentoring for months/years

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Professional Traders Training (target to launch in 4th Quarter 2021)

● TED Optimus will be collaborating with a large investment bank to train/develop proprietary day traders from scratch

● Fresh graduates and youths below 30 are encouraged to join our professional traders development program (older applicants may be considered too)

● For more information, please visit our website www.tedoptimus.com or attend our free webinar on 16 July (Chinese language) , 17 July (English language) from 9 to 11pm and all other future free webinars to find out more.

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Q & A

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

If you want to get a copy of this slides, please download it from https://tedoptimus.com/resources

And you may also register for a free account To attend our regular free webinars

And Start using many stock screening and analytical tools

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Download The Slide Here from https://tedoptimus.com/resources

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© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

免费网络研讨会2021 年 7 月 16 日(晚上 9 点至11 点)

在这两个小时中,你将学到:

专业操盘手/交易者的秘诀1. 交易计划和策略2. 从业余交易者到专业操盘手的途径

© TED OPTIMUS SDN BHD 2021Transform Equity Data into Optimum Success

Free Webinar on 17 July 2021 (9.00pm to 11.00pm):

In these two hours, you will learn:

The Secrets of Successful Professional Traders1. Trading Plan and Trading Strategies2. Their transformation from amateur to professional traders

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