Andrew Tam CFA

Andrew Tam CFA began their work experience in investment analysis as an Investment Analyst at Everest Capital from an unspecified date in 2006 until July 2010. Andrew then transitioned to the Commonwealth Bank, where they held two roles: Manager, Investment Development - Valuations & Financial Modelling from July 2010 to July 2012, and Manager, Financial Reporting & Analysis (Planning & Forecasting) from June 2012 to October 2014. At the Commonwealth Bank, they were responsible for providing valuation expertise, financial modeling, and analysis on prospective M&A transactions. Additionally, they built top-down driver-based Bank forecasting models to improve group-wide forecasting capability. Following their time at the Commonwealth Bank, Andrew joined Citi as a Senior Research Associate, Australian Banks from November 2014 to April 2019. In this role, they covered the Australian Banks sector, conducting in-depth research, generating investment ideas, and performing financial modeling and valuation of covered companies. Andrew analyzed and provided insights on stocks such as ANZ, CBA, NAB, WBC, BEN, BOQ, and MQG. Most recently, Andrew worked at CFRA Research as a Senior Equity Research Analyst from March 2020 to June 2022. Presently, they hold the position of Equity Analyst at Redburn starting June 2022.

Andrew Tam CFA has a strong education background in finance and business information technology. Andrew earned their CFA Charterholder designation from the CFA Institute in 2011. Prior to that, they completed a Master of Commerce degree in Finance from UNSW from 2003 to 2005. Andrew also holds a Bachelor of Science degree in Business Information Technology from UNSW, which they completed from 1999 to 2002. Andrew's earlier education history includes attending Waverley College, although specific details about their degree or field of study are not provided. In addition to their formal education, Andrew also holds the CFA certification, although specific details about the institution, month, and year of obtaining it are not provided.