Patrick is available for hire
Hire PatrickPatrick Tang
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since August 25, 2025
Bio
Patrick has multiple years of experience serving global market hedge funds, regional-focused long-only fund management firms, and family offices. He has a deep passion for investment research and analysis and an unwavering commitment to understanding financial markets. With extensive experience in the field of investment, Patrick excels in financial analysis, data analysis, fund analysis, and company research.
Career Highlights
Investment Analyst
Rivere Capital
Investment Analyst
Mighty Divine Investment Management Ltd
Investment Analyst
JPMorgan Asset Management China
Education Highlights
Master's Degree
University of London
Master's Degree
Hong Kong Polytechnic University
Bachelor's Degree
Hong Kong Polytechnic University
Case Studies
Alphabet | Equity Research Studies
BloombergEquity Research Analysis
Apple | Equity Research Report
Equity Research
Marvell | Equity Research Report
Company ResearchEquity
Software Expertise
- Bloomberg
- Microsoft Excel
Other Expertise
- Equity Investment
- Equity Research Analysis
- Family Office
- Financial Analysis
- Financials
- Investment Funds
Work Experience
Investment Analyst
2024 - PRESENT
Rivere Capital
- Provided investment suggestions to the family office, including equities, funds, and private direct investments.
- Managed the equity fund portfolio and advised asset allocation.
- Conducted research analysis and generated equity investment ideas.
- Produced investment reports and presented to the director, summarized key insights and trends, and regularly reviewed and analyzed the performance of investments, including equities, bonds, funds, and alternative investments.
- Set up the investment framework for the family office and reviewed and re-engineered the investment process.
- Created the fund selection framework and assisted the director in fund analysis.
- Monitored and interpreted macroeconomic trends and their impacts on the family office's portfolios.
- Designed tools to streamline portfolio management, such as a portfolio spreadsheet.
Focus areas: Equity Investment, Investment Funds, Private Equity, Financial Management, M&A Analysis, Family Office, Microsoft Excel
Investment Analyst
2023 - 2024
Anacott Capital
- Provided pre-acquisition input and assistance in the due diligence process, including reviewing financial and operational assumptions.
- Modeled the full financial analysis lifecycle for each asset from acquisition through disposition.
- Managed cash flow, distribution analysis, and investment projections.
- Supported the effort of originating and negotiating debt and equity financing.
- Participated in a real-estate investment project: a GBP 12.5 million shopping arcade project in the southern UK.
Focus areas: Real Estate Investment, Equity Financing, Financial Analysis, Cash Flow Management, Microsoft Excel
Industry Consultant
2022 - 2023
BNP Paribas CIB
- Handled risk assessment, establishing industrial, strategic, and economic diagnostics on prospects and clients, supporting CIB Commercial initiatives.
- Anticipated changes affecting the sectors and corporates under coverage to proactively inform CIB and risk teams of clients' and prospects' potential risk evolution.
- Maintained a close working relationship with EIS Paris and respected the EIS best practices and quality insurance procedures.
- Developed interactions with CIB sector specialists in APAC, such as industry-based advisory integrated sectors and equity/credit research.
- Handled projects in the top 20 corporates with an average company size of USD 41.9 billion and a credit size of EUR 246 million.
- Prepared quarterly presentations and performed risk anticipation projects.
Focus areas: Risk Assessment, Company Research, Financial Analysis, Financial Modeling, Reports, Reuters Eikon, Environmental, Social, and Governance (ESG), Microsoft Excel
Investment Analyst
2020 - 2022
Mighty Divine Investment Management Ltd
- Analyzed stocks in the portfolio, generated long- and short-term investment ideas from a bottom-up perspective, and advised sector exposure from a top-down approach.
- Analyzed global technology equities and generated long- and short-term equity investment ideas from a bottom-up perspective.
- Screened and accessed private equity investment opportunities.
- Compiled internal investments and managed model investment portfolios of top 25-30 long and short positions.
- Developed short-selling strategies to enhance the global fund's performance and outperformed the market from Q3 2020 to Q4 2021.
- Presented research results in weekly committee meetings and supported equity trades execution in Enfusion's order and execution management system.
Focus areas: Equity Research Analysis, Equity, Equity Trading, Financial Analysis, Financial Modeling, Bloomberg, Company Research, Private Equity, Due Diligence, Microsoft Excel
Investment Analyst
2017 - 2020
JPMorgan Asset Management China
- Analyzed Asian emerging market equities in portfolios and initiated long-term investment ideas based on fundamental analysis. Performed macroeconomic and investment strategy review.
- Analyzed Asian technology, media, and telecom (TMT) equities and initiated long-term investment ideas.
- Managed the research database and constructed model investment portfolios.
- Compiled investment reports and notes, and maintained effective communication with clients.
- Presented research results, macroeconomic, and investment strategy insights in weekly committee meetings.
- Participated in marketing activities and prepared pitching materials for the top one fund's initial public offering (IPO).
- Received recognition in the Offshore China Fund Awards by Bloomberg and CAMAHK: 1st runner up of Best Total Return 3-year QDII in 2018, and QDII awards by China Securities Journal in 2017.
Focus areas: Bloomberg, Company Research, Equity, Equity Research Analysis, Financial Analysis, Financial Modeling, Due Diligence, Presentations, Microsoft Excel
Investment Analyst
2011 - 2016
JK Capital Management Limited
- Generated investment ideas with a small- and mid-capitalization (SMID-cap) focus for Asian markets based on a fundamental bottom-up approach.
- Generated investment ideas in TMT and healthcare for Asian markets, focusing on SMID-cap.
- Compiled and presented internal investment analysis reports to the investment committee. Communicated with clients and in meetings, and organized conferences.
Focus areas: Bloomberg, Company Research, Equity Research Analysis, Financial Analysis, Financial Modeling, Equity Investment, Reports, Due Diligence, DCF Valuation, Valuation, Microsoft Excel
Investment Analyst
2010 - 2010
China Merchant Bank International
- Performed IPO pre-deal research studies for technology companies and presented in IPO teaching sessions.
- Generated equity investment ideas and produced and presented research reports for listed equities to equity fund investors.
- Conducted research on TMT and solar industries for sectors and corporates.
- Updated sector and corporate news and produced notes for clients daily.
Focus areas: Bloomberg, Financial Modeling, Financial Analysis, Due Diligence, Equity Research Analysis, Microsoft Excel
Education
2004 - 2007
Master's Degree in Business Administration (MBA)
University of London - London, UK
1999 - 2001
Master's Degree in Applied Physics
Hong Kong Polytechnic University - Hong Kong
1996 - 1999
Bachelor's Degree in Engineering Physics
Hong Kong Polytechnic University - Hong Kong
Skills
Finance
Equity Research Analysis, Financial Modeling, DCF Valuation, Valuation, Private Equity, Financial Management, Equity Financing, Due Diligence, Equity Research
Output Software
Microsoft Excel
Data & Analysis Software
Bloomberg, FactSet
Industry Expertise
Real Estate Investment
Other
Equity Investment, Company Research, Financial Analysis, Financials, Investment Funds, Family Office, Cash Flow Management, Reports, Presentations, Reuters Eikon, S&P Capital IQ, Research, Engineering, M&A Analysis, Risk Assessment, Environmental, Social, and Governance (ESG), Equity Trading, Equity
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