William Toni.
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William Toni
Updated as of 20 July 2026

William Toni

Combining investment expertise with technology to create value beyond the numbers.

CGPA 3.6/ 4.0 Roles & Internships 5+ Projects Delivered 10+ Based in MY · ID
01 · Profile

I help businesses and people make better financial decisions through analytical rigour and strategic clarity.

My work spans portfolio construction, macroeconomic research, financial operations, and advisory across startup level entity to MNCs.

At Fortéfi Capital, I'm developing a Hidden Markov Model based economic regime detection system and constructing model portfolios across risk profiles. At UOB Kay Hian, I contribute to fund research and client-facing investment commentary using Bloomberg Terminal.

I'm a co-founder of Eternaplast, an Indonesia-based plastics retailer that has sold over 12,000 products YTM, a venture I built from the ground up.

Current RoleInvestment Intelligence & AutomationFortéfi Capital · Kuala Lumpur
EducationBCom Banking & Finance · Applied EconomicsMonash University · CGPA 3.6 · WAM 76/100
LocationAlam Sutera, Tangerang SelatanBanten, Indonesia
LanguagesEnglish · Indonesian · Malay · JapaneseIELTS Band 8 · Native · Proficient · N5
02 · Recent Business Projects
/01Eternaplast
/02U.S. Portfolio Management
/03Sebijihub
/04Kerakish
Business Advisory · E-Commerce · 2025–2026

Led the team in developing its initial business strategy in the plastic market, spearheading the launch of its plastic and disposable food service products distribution business, overseeing pricing, market positioning, and supply chain coordination. Currently serves around 250 customers across two platforms with a 4.9★ store rating.

100,000+ Products Sold−20% Inventory Turnover4.9★ Rating
Full Case Study ↗
Quantitative Finance · Research · 2025

Constructed a diversified portfolio of 50 NASDAQ equities and 4 U.S. corporate bonds, benchmarked against the S&P 500. Performance evaluated through the Sharpe ratio (0.53 vs market 0.45), Treynor measure, beta analysis, and annualised variance, using the Fama-French three-factor model with data from WRDS and FRED.

Sharpe 0.5350 Equities4 Corporate BondsFama-French
Full Case Study ↗
Startup Pitch · Agritech · 2025

Part of a team pitching Sebijihub, an agritech startup connecting consumers to smallholder farmers through a micro-plot rental model: customers rent a portion of a farm and receive harvest returns, while farmers gain accessible non-bank financing. As Business Team Lead I built the financial projections and led the business model design.

Financial ModellingBusiness Model CanvasPitch Deck
Full Case Study ↗
Product Development · Venture · 2024

Co-developed Kerakish, a branded stain-removal product designed for a wide range of surfaces. While no longer operational, the venture strengthened my skills in business strategy, product development, branding, and hands-on project management across the full product lifecycle.

Business StrategyProduct DevelopmentBranding
Full Case Study ↗
03 · AI & Technical Projects
Applied AI · Quant Finance
Investment Copilot
Python · Streamlit · LangGraph

An offline portfolio analytics workbench with a mean-variance rebalancing engine and a chat assistant that only reports figures calculated by its own tools.

Data Engineering · Automation
Fund Scrapers
Playwright · GitHub Actions

A scheduled tool collecting daily NAV prices and 10+ years of distribution history from four fund houses with no public data feed, written straight into Excel.

Document AI · Extraction
Factsheet Scraper
Gemini · pdfplumber · PyMuPDF

Converts fund factsheet PDFs, digital or scanned, into a live Excel view of underlying holdings, combining overlapping positions to reveal hidden concentration.

Full-Stack · Privacy
Relationship Tracker
Flask · Cloudflare · MS Graph

A consent-based referral tool mapping a firm's professional network up to three connections deep. Contact matching happens entirely in the browser.

Working tools across applied AI, quantitative finance, and data engineering. Source code available on GitHub.

GitHub Profile ↗
04 · Toolkit & Credentials

Technical Tools

  • Python · R · Excel (Advanced)
  • Bloomberg Terminal · Refinitiv
  • SAP · MetaTrader5 · TradingView
  • n8n · Claude Code · Figma
  • WRDS · FRED

Professional Skills

  • Market Research & Analysis
  • Macroeconomic Analysis
  • Corporate Finance
  • Data Visualisation
  • Workflow Automation · Advisory

Leadership & Activities

  • Stratify Consultant · 2026
  • Monash Consulting Society · 2026
  • Eihub Start-up Bootcamp · 2025
  • FLY Investment League · 2025
  • Monash Business Club · Career Peer
ExcelExcel
RR
SAPSAP
BBloomberg Terminal
Claude CodeClaude Code
PythonPython
In Progress
CFA Level I Candidate
Exam Date: Nov 2026
2023
A-Level Mathematics, Physics & Chemistry
Pearson Edexcel
2022
IELTS Band 8, English Proficiency
British Council
05 · Let's Connect

Value beyond
the numbers.

Open to graduate roles, internships, and conversations across investment, advisory, and financial technology.

+60 10-279-4386 (MY)  ·  +62 878-9889-8181 (ID / WhatsApp)
William Toni © 2026BCom Finance & Economics · Monash University Malaysia