Paul Wan
From #1 Best Analyst to Your Coach: 20+ Years Across Every Seat in Equities
University of Cambridge
Independent
Understand most have a day-time job so doing this during normal business hours might be difficult, I am open to coach after office hours / over the weekend if it works better for you.
Questions?
You can start chatting with Paul before you get started.
Fundamental equity investor who builds. 20+ years institutional and entrepreneurial experience spanning top-ranked sell-side research (Asiamoney #1 best analyst, 2009–2013, CLSA), buy-side background both as senior analyst (Millennium) & portfolio manager (Horizon). Started own venture to allocate hedge fund assets for family offices and co-founded an SFC-licensed asset management firm focusing on alternative investments. Currently, I am designing & building human-in-the-loop (HITL) agentic-AI frameworks and workflows to manage a personal global-equities portfolio. Cambridge MEng in Manufacturing Engineering — formal training in process design and optimisation, now applied to investment workflows. At Millennium, led alternative-data selection & adoption for a Japan pod, and worked between the pod & the internal data-science team. Native Cantonese/English, fluent Mandarin/Japanese. Sports enthusiast: Hiking, horseback riding, golf & skiing.
Work with Paul
Paul’s Equity Research Qualifications
Experience level: Manager
Few coaches have sat in every seat of the equity research world. I spent a decade on the sell side at CLSA in Tokyo and Hong Kong, ranked Asiamoney #1 Best Analyst in Japan five years running — an award voted by the institutional clients every analyst must win. I then crossed to the buy side, running my own book as a portfolio manager and generating ideas on a Japan pod at Millennium, and founded an allocation practice that conducted due diligence on 100+ fund managers globally. I know first-hand how research is produced, consumed, judged and paid for — at every level of the industry. I've also developed people throughout that journey: leading CLSA's regional transport research team, co-founding an SFC-licensed asset manager, and mentoring junior analysts along the way. And I'm still at the coalface — today I design AI-augmented research workflows in daily use, so my guidance reflects where this profession is heading, not where it's been. If you're serious about building a career in equity research, I've walked the full road ahead of you — let's talk about yours.
Paul can help with:
Behavioral Interview Prep
Cover Letters
Equity Research Strategy
Financial Analysis
Freelancing
Industry Research
Investment Recommendations
LinkedIn Review
Networking Strategy
Promotion Strategy
Resume Review
Salary Negotiation
Skill Building
Technical Interview Prep
Valuation
Why do I coach?
Twenty-plus years at the sharp end of Asian equities taught me how careers in this industry are actually built. Surviving a serious illness changed why I work: I came away determined to give back, the way a professional coach once transformed my own trajectory as a junior. And as the father of a young son, staying connected with the next generation has never mattered more.
Work Experience
Agentic AI Engineer
Independent
October 2025 - Present
Manage a personal global-equities portfolio as a live testbed for AI-augmented fundamental research. Designed and built ~30 working agents now in regular use — idea generation, company fundamental deep-dives, daily news runs and activist tracking, among others. Completed an intensive five-day Claude Code programme (Jun 2026), then built the agent suite through rapid hands-on iteration — from first agent to a working multi-agent research process in weeks. Structured research notes, models and decision logs for agent retrieval — a single-user working prototype of investment-team knowledge capture. Developed practical guardrails for decision-grade LLM output: source-grounding, verification steps and human-in-the-loop review.
Senior Analyst
Millennium
February 2024 - September 2025
Interviewer
Led initiatives to bring alternative data into a Japan market-neutral pod's research process — screened and evaluated ~10 external data vendors spanning POS, credit-card and weather data (retail), monthly B2B sales (industrials), flight-schedule data (airlines), daily container-freight rates, satellite imagery and game-sales data. Worked with an external software engineering vendor on a bespoke transcription tool for the investment team; Worked with the internal data-science team to integrate selected datasets into functional dashboards for investment team. Generated fundamental investment ideas for a senior portfolio manager covering Japan (generalist) under tight market-neutral risk budgets.
Head of Alternative Investments
Metropoly Capital
November 2019 - May 2022
Hiring Manager
Co-founder of the asset management firm, responsibilities included hedge fund assets allocation, oversight of private equity and real estate portfolios, business operations management, and talents acquisition
Director
Metropoly
February 2019 - October 2019
Hiring Manager
Oversaw private equity and real estate portfolios for the family office; Led SFC Type-9 licensing initiative for the asset management business
Founder and Chief Investment Officer
Wingo
January 2019 - January 2024
Hiring Manager
Allocated proprietary capital to hedge funds, conducted due diligence and research on fund managers globally with a focus on fundamental equity strategies globally
Portfolio Manager
Horizon Asset Management
September 2015 - April 2018
Interviewer
Ran a standalone book and provided stock ideas to a senior PM using a fundamental market-neutral approach with tight risk budgets; covered major Asian markets including Japan.
Regional Head of Transport Research
CLSA
March 2006 - August 2015
Hiring Manager
Led the regional transport research team advising institutional investors globally Asiamoney #1 Best Analyst in Japan (2013 — fifth consecutive year) and #1 Best Regional Transport Analyst (2013); #1 Best Transport Analyst in Japan (2014); Thomson Reuters StarMine top-3 stock picker, Transport (2014)
Education
University of Cambridge
MA MEng, Manufacturing Engineering
2000 - 2004
Offerings
Custom hourly·$299/hr
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