Experience

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  HAITONG

  • Portugal
  • Investment Banking
  • 500 - 600 Employee

  • VP at Investment Banking Department

    • Jan 2011 - Jan 2012

    IPO, Merger & Acquisition (including delisting) projects deal sourcing and mandate negotiationLiaise with Government Regulatory Commissions and Authorities, Board of Directors, Senior Management (CEO/CFO/MD)Liaise with external institutions ie: Stakeholders, PE investors, Lawyers, Auditors, Rating Agency, ie: UBS Securities, Ernst & Young, Goldman Sachs, PwC professionalsDrive the financial projects to be compliance and report to the Government AuthoritiesAssist directors in M&A with IPO mandates strategies, Bond or Stock issuances, Divestments or investment banking transactions with research based deliverables covering Upstream, Midstream and Downstream firms Compile strategic proposals (pitch books), application documents or professional reportsPerform due diligence, equity restructuring, financial engineering & product design, bond/equity transactions for companies in Resources, Metal, Technology and Automobile industries etcIn charge of business relationships with clients and driving engagement with their Senior Management (CEO/CFO) and BoardsMotivate Private Equity or Public Fund investing on firms; advise on equity or operational restructuring, financial reports optimization, recapitalization

  • Senior Analyst at Investment Banking Department

    • Sep 2009 - Jan 2011

    Develop cash flow model and drive analysis on sensitivity, comparable, scenarios on project financeDraft Prospectus on IPO, Bond issuance, research reports, crucial legal documents; assist pre-marketing; prepare roadshow presentations; partly liaise with authoritiesPerform a wide range of basic corporate finance functions such as due diligence, preparing pitch books and presenting proposals to clientsEvaluate strategic alternatives and analyze acquisition scenarios with potential partners; built consolidated financial model and calculated KPIs under different scenariosVerify three monthly benchmark interest rate index for fixed income product design and interbank performance and yield data Develop financial analysis and business valuation ie: DCF valuation, comparable analysis, transactions investigation, LBO, liquidity and industrial analysis using various software such as MS Excel (VBA)Projects achievements available on request. (For confidential)

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  Industrial and Commercial Bank of China

  • Managing Assistant

    • Apr 2005 - Oct 2006

    Assist conducting Proposal Reports on risk management.Provide front-line monitoring of “unusual” cash flow activity for purpose of identifying possible breaches of Rules, Procedures or law and compiling info to facilitate investigation by Compliance, Surveillance and anti-money laundrySupport administration, monitoring of process and contributing the implementation of Frameworks to meet Regulatory Authorities such as assisting manager to execute the new policy/framework published by Authority, Central BankInvolve in risk management research such as VaR, stress testing, scenario analysis on banking assets as well as analyze gaping or spread & interpret Net Interest IncomeDevelop a strong relationship with existing clients / potential customers, keep retentions & maintenance of important clients; assist manager to compile legal documents to be compliance with the Central Bank Rules and ProceduresPerform other duties as assigned by the Manager, team leader.