Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Toga Yasin Panjaitan

Portfolio Manager
Kemanggisan

Summary

Investment professional with 12+ years of experience in equity, macro, and multi-asset research. Currently Portfolio Manager at PT Perta Life Insurance, managing diversified portfolios with a focus on alpha generation, downside risk control, and tactical allocation. Strong Computer Science background supports a data-driven approach to market analysis and strategy execution. Skilled in turning complex insights into clear, actionable investment plans.

Overview

12
12
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Portfolio Management & Investment Research

PT Perta Life Insurance
Jakarta, ID
10.2024 - Current
  • Managed portfolios with diverse asset allocation strategies, achieving an estimated 6–8% alpha over benchmark.
  • Conducted rigorous asset selection, fundamental analysis, and macroeconomic scenario testing to shape investment decisions.
  • Delivered performance reports and insights to C-level stakeholders, enabling informed rebalancing and strategic shifts.
  • Implemented compliance protocols and enhanced risk management models to mitigate downside volatility.

Equity - Online Trading Supervisor

PT Bumiputera Sekuritas
Jakarta, ID
12.2023 - 09.2024
  • Ensure maximum product exposure across all promotional content areas on the website and all social media platforms.
  • Designed and proposed a UX overhaul for the company’s trading platform, with a focus on user retention and mobile responsiveness. Interface improvements included streamlined onboarding, dashboard clarity, and order placement efficiency
  • Regularly Participated on events to approach new retail clients
  • Captured new retail clients via event activations and strategic content planning.

Sr. Research Analyst

PT Bumiputera Sekuritas
09.2013 - 12.2023
  • Developed actionable trading insights and sector outlooks, supporting executive decisions and enhancing client portfolios.
  • Mentored junior analysts, established research SOPs, and led knowledge-sharing sessions across departments.
  • Collaborated with business development teams, supporting pitch materials that resulted in significant MKBD growth.
  • Delivered weekly macro and technical research reports used by traders and institutional clients.

Web Developer

PT Nusantara Card Semesta
09.2013 - 08.2014
  • Built and maintained internal web tools using HTML, ASP, JavaScript, and SQL for operational efficiency.
  • Developed presentation modules and automated internal reporting processes.

Education

Bachelor of Science - Computer Science

Bina Nusantara
Jakarta
08.2008 - 09.2012

Skills

Microsoft office

Problem-solving

Flexible and adaptable

Supervision and leadership

Excellent communication

Organization and time management

Accomplishments

FTMO Funded Trader US$ 50.000 Account

Certification

FTMO

Interests

Music

Trading

Timeline

Portfolio Management & Investment Research

PT Perta Life Insurance
10.2024 - Current

Equity - Online Trading Supervisor

PT Bumiputera Sekuritas
12.2023 - 09.2024

FTMO

08-2023

Sr. Research Analyst

PT Bumiputera Sekuritas
09.2013 - 12.2023

Web Developer

PT Nusantara Card Semesta
09.2013 - 08.2014

Bachelor of Science - Computer Science

Bina Nusantara
08.2008 - 09.2012

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Toga Yasin PanjaitanPortfolio Manager